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Integrating FluentCRM with EasyCommerce is a great way to enhance your marketing efforts and streamline customer relationship management.

Here’s a step-by-step guide to help you through the process:

N.B.: Make sure the EasyCommerce system is connected to your store with the API key.

Learn how to connect your store with EasyCommerce using an API key from here.

Step 1: Install FluentCRM

You must have the FluentCRM plugin installed. To install it:

• Log in to your WordPress Dashboard.
• Go to Plugins > Add New Plugin from your WordPress dashboard.
• In the Search Plugins bar, type FluentCRM and press enter.
• Click Install Now, and then click Activate to enable FluentCRM on your site.

Step 2: Install the FluentCRM Addon

• Go to EasyCommerce > Addons from the left sidebar.
• Find the FluentCRM Integration Addon and click on the Activate button next to it.
• EasyCommerce will automatically download, install, and activate the addon.

Step 3: Create Lists and Tags in FluentCRM

To create a list -

• Navigate to FluentCRM > Contacts > Lists.
• Click on Create List.
• Enter a Title and Slug for the new list.
• Click Save to store the list.

To create tags -

• Navigate to FluentCRM > Contacts > Tags.
• Click on Create Tag.
• Enter a Title and Slug for the tag.
• Click Save to add the tag to your FluentCRM system.

Step 4: Configure FluentCRM Settings

• Navigate to EasyCommerce > Settings > FluentCRM in your WordPress dashboard.
• Enable FluentCRM notifications by turning on the setting.
• For FluentCRM List, select the list you created in Step 3 from the dropdown menu.
• For FluentCRM Tags, select the tags you created in Step 3 from the dropdown.
• Set the FluentCRM Status that will be assigned to contacts when they are synced (e.g., Transactional, Subscribed, etc.).
• Click Save Settings to confirm your configuration.

Step 5: Sync Customer Purchase Order Information

Once the integration is complete:

• All customer purchase order information from EasyCommerce will automatically be stored in your FluentCRM contact list.
• You can view the collected data by navigating to FluentCRM > Contacts.