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FluentCRM Glossary ​

Every term, feature, and concept you'll meet across FluentCRM — defined in plain language, grouped by topic so related ideas stay together. Use this page when you're learning the product or want a quick refresher on a word you've seen but can't quite place. Each entry links to the full doc.

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Press Ctrl + F (or ⌘ + F) to search this page for a specific term.

1. Contacts & Audience ​

Contact: A person or record stored in FluentCRM. Every individual in your CRM is a contact, whether they came from a form, an import, or an integration. See Contact Overview.

Contact Profile: The 360-degree view of a single contact. Shows their identity, status, tags, lists, emails received, sequences they're in, automations they're running through, and recent activity. See Contact Overview.

Subscriber: A contact whose status is Subscribed. They've explicitly opted in to receive your marketing emails. See Contact Statuses.

Pending: A contact who signed up but hasn't confirmed their email yet (double opt-in). They don't receive marketing emails until they confirm. See Contact Statuses.

Unsubscribed: A contact who opted out of marketing. You must not send them promotional emails. See Contact Statuses.

Bounced: A contact whose email address rejected delivery (invalid or non-existent). FluentCRM stops sending to bounced addresses automatically. See Contact Statuses.

Complained: A contact who marked one of your emails as spam. Stop sending to protect your sender reputation. See Contact Statuses.

Transactional: A contact who should only receive functional emails like receipts or shipping updates — never marketing campaigns. See Contact Statuses.

Lead: A contact tagged as a prospect who hasn't bought yet. Useful for separating prospects from existing customers in segments. See Contact Overview.

List: A static group of contacts you manage manually. Use lists for broad categorization like "Newsletter Subscribers" or "Webinar Attendees". See Segment Your Audience.

Tag: A static label applied to contacts for granular categorization. Tags are more flexible than lists — a contact can have many tags reflecting behavior ("Clicked Promo", "Abandoned Cart"). See Segment Your Audience.

Segment / Dynamic Segment: An auto-updating group of contacts defined by rules. Members come and go as their data changes — unlike a static list, you never edit membership manually. See Segment Your Audience.

Company: A B2B organization record that groups one or more contacts together (employees of the same company, for example). See Company Module.

Company Module: The feature that lets you organize contacts under company records for B2B marketing and segmentation. See Company Module.

Custom Field: A user-defined data field added to contacts beyond the built-in name/email/phone fields. Field types include text, number, select, radio, checkboxes, and date. See Custom Fields.

Advanced Filter: A query builder in the Contacts dashboard that finds and segments contacts using complex conditions across static and dynamic data. See Advanced Filter.

Integrated Contact Overview: A view on a contact's profile showing their purchase history and payment data from integrated platforms like WooCommerce and Paymattic. See Integrated Contact Overview.

Import Contacts: Bulk-add contacts to FluentCRM from CSV files, existing WordPress users, or other CRM platforms. See Import Contacts.

Export Contacts: Download contacts and their associated data as a CSV file for backup or migration. (Pro) See Export Contacts.

2. Email Campaigns & Editor ​

Campaign: A one-time bulk email sent to selected contacts, either immediately or scheduled for later. See Setting Up Campaign.

Email Sequence: A series of emails delivered to contacts on a timed schedule — a welcome series, an onboarding drip, a re-engagement flow. See Email Sequence.

Recurring Campaign: A campaign that sends itself on a repeating schedule (daily, weekly, monthly), often with dynamic content like the latest blog posts. See Recurring Campaign.

Email Template: A reusable full-email design saved for reuse across campaigns, sequences, and automations. See Email Templates.

Email Pattern: A reusable section of design (header, hero, footer) built as a Gutenberg block. Drop a pattern into any email instead of rebuilding the same section every time. Synced patterns stay linked so updates propagate. See Email Patterns.

Content Block: A modular building piece in the email editor: text, image, button, table, column, etc. You compose emails by stacking blocks. See Content Blocks.

Conditional Section: A block that shows or hides content based on a contact's tags or other data. Use it to personalize one email for multiple audience segments. See Conditional Sections.

Smart Code (also called Merge Code): A dynamic placeholder like {{contact.first_name}} that's replaced with the contact's real data when the email is sent. See Smart Codes in Email Editor and Merge Codes Usage.

Visual Builder: A drag-and-drop email designer for building polished layouts without writing HTML. See FluentCRM Visual Builder.

Block Editor: The Gutenberg-native email editor introduced in FluentCRM v3. Uses the same blocks you know from WordPress posts. See Compose Email.

A/B Testing: Send different subject lines to slices of your audience to see which gets more opens, then the winner sends to the rest. See Setting Up Campaign.

UTM Parameters: Tracking tags (utm_source, utm_medium, utm_campaign, utm_term, utm_content) appended to links in your emails so analytics tools can attribute traffic correctly. See Setting Up Campaign.

Double Opt-in: A signup flow where new contacts must click a confirmation link before becoming Subscribed. Keeps your list clean and helps with compliance. See Double Opt-in Settings.

From Name: The sender name your recipients see in their inbox. Set in Global Email Settings. See Global Email Settings.

Reply-To: The address that receives replies when recipients hit Reply. Often different from your From Email. See Global Email Settings.

Campaign Label: A color-coded tag you apply to campaigns to organize and filter them in the dashboard. See Labels for Email Campaigns.

Campaign Summary Actions: Post-send rules that apply or remove tags from contacts based on how they interacted with a campaign — opened, clicked, ignored. See Campaign Summary Actions.

3. Automations ​

Automation (also called Funnel): A workflow that runs in the background. Triggers start it, actions do the work, conditions branch the path, and goals let contacts jump ahead. See Introduction to FluentCRM Automation.

Automation Editor: The visual canvas where you build an automation by connecting triggers, actions, conditionals, and goals into a flowchart. See Automation Editor.

Trigger: The starting event that puts a contact into an automation (form submitted, list applied, order placed, tag added). See FluentCRM Automation Triggers.

Action: A task the automation performs — send email, add tag, wait 3 days, update contact, run a webhook. See Primary Automation Actions.

Conditional / Conditional Action: A branching block that splits contacts into different paths based on their data (if they have tag X, go left; otherwise, go right). See Conditional Automation Actions.

Goal / Benchmark: A jump-ahead checkpoint. When a contact hits the goal (for example, "Order Completed"), they skip the steps in between and continue from the goal's location. See Goals or Benchmark Actions.

Automation Email Action: An email step inside an automation. Can send a one-off email or a multi-step sequence. See Automation Email Actions.

Email Sequence in an Automation: A series of timed emails sent as a single block within a larger automation. See Automation Email Actions.

Automation Reports: Built-in dashboards that show how a funnel is performing — including Chart Report, Step Report, and Emails Analytics. See Automation Reports.

Chart Report: A bar/line graph showing how many contacts moved through each step of an automation over time. See Automation Reports.

Step Report: A summary view showing the count and percentage of contacts that reached each step in the funnel. See Automation Reports.

Abandon Cart Automation: A ready-made automation triggered when a contact leaves items in a WooCommerce or FluentCart cart. Sends recovery emails. See Abandon Cart Automation and FluentCart Abandon Cart.

Automation Label: A color-coded tag on an automation for organization and filtering. See Labels for Automations.

4. Forms & Lead Capture ​

Opt-in Form: A form on your site that collects contact info and pushes new contacts into FluentCRM with assigned lists and tags. See Opt-in Forms — Fluent Forms Basic Configuration.

Fluent Forms: The form plugin made by the same team as FluentCRM. The default and most deeply-integrated form solution. See Opt-in Forms.

Advanced Form Configuration: Per-form rules for double opt-in, custom field mapping, dynamic list/tag assignment, and post-submission automation. See Advanced Form Configuration.

Auto-fill Form Fields: A feature that pre-populates Fluent Forms fields with the logged-in contact's data so they don't retype it. See Auto-fill Fluent Forms Fields.

Webhook Lead Capture: Capture leads from external platforms by sending form submissions to a FluentCRM incoming webhook URL. See Capturing Leads via Fluent Forms Webhook.

5. SMS Module (Pro) ​

SMS Module: The Pro feature that lets you send and automate text messages alongside email. See Configure SMS Module.

SMS Campaign: A bulk text message sent to selected contacts immediately or on schedule. See Configure SMS Module.

SMS Automation: A "Send SMS" action block inside an automation funnel — same triggers and conditions as email, just SMS instead. See SMS Automation.

Twilio: A leading SMS provider you can connect to FluentCRM for sending and receiving messages. See Twilio SMS Integration.

Amazon End User Messaging: AWS's SMS service, an alternative to Twilio. See Amazon End User Messaging.

SMS Incoming Webhook: A FluentCRM URL you paste into Twilio so inbound replies appear on the contact's SMS timeline and can trigger automations. See Twilio SMS Integration.

SMS Report: A dashboard of SMS campaign performance — sent, delivered, replies, and engagement metrics. See SMS Campaign Report.

6. Integrations ​

FluentCRM connects natively with these platforms. Each integration adds contact sync, triggers, conditions, and actions to automations.

E-commerce ​

LMS ​

Membership ​

Community, Affiliate, Booking & Support ​

Builders & Automation Tools ​

7. Sending & Deliverability ​

Email Service: The SMTP provider that actually delivers your emails (Amazon SES, Mailgun, SendGrid, etc.). Configured in Email Service Settings. See Email Service.

SMTP: Simple Mail Transfer Protocol — the standard for sending email. FluentCRM relies on an SMTP provider to deliver mail. See Sending Emails & Deliverability.

FluentSMTP: A free WordPress plugin by the same team that routes all WordPress mail through professional providers. Recommended for reliable delivery. See Sending Emails & Deliverability.

Bounce Handler: An endpoint that catches bounce notifications from your email service and marks the bouncing contact as Bounced automatically. See Bounce Handling Overview.

Cron Job: A scheduled task that processes FluentCRM's background work — sending automation emails, processing sequences, running campaigns. See Cron Job Basics.

WP-Cron: WordPress's built-in pseudo-cron. It only runs when someone visits your site, so it's unreliable for consistent sending. Replace it on production sites. See Replace WP-Cron with Real Cron.

Real Cron: A server-level cron job that runs on a fixed schedule regardless of site traffic. Required for reliable email delivery. See Replace WP-Cron with Real Cron.

Sending Speed: How fast FluentCRM sends emails per second/minute. Set under Global Email Settings to respect your SMTP provider's rate limits. See Global Email Settings.

8. Tracking & Analytics ​

Event Tracking: A system for logging custom behaviors on a contact's profile — "viewed pricing", "watched demo", "downloaded sample" — that you can then use in conditions and triggers. See Event Tracking Record.

Event Tracking Record: A stored instance of a tracked event on one contact. You can store multiple records of the same event with different values. See Event Tracking Record.

Event Tracking Automation: A trigger that fires when a contact accumulates N records of a specific event. See Event Tracking Automation.

Event Tracking via Action Hooks: Programmatically record events from your code using WordPress action hooks. See Event Tracking with Action Hooks.

Smart Link: A trackable redirect URL that applies or removes tags and lists from the contact who clicks it. Use them in emails, social posts, or anywhere you need a link with side effects. See Smart Links.

Advanced Reports: Dashboards covering contacts, emails, and integrations with charts, trends, and per-source breakdowns. See Reports Overview.

CRM Contact Report: Snapshot of your audience — status breakdown, growth trend, geography, top tags and lists. See CRM Contact Report.

Emails Report: Email performance dashboard: Sent, Delivered, Opened, Clicked, Bounced, plus per-campaign engagement. See Emails Report.

9. Settings & Administration ​

Global Settings: The central settings panel where you configure FluentCRM's business info, email defaults, integrations, compliance, and advanced features. See Global Settings Overview.

Business Settings: Your company name, address, logo, and timezone — used in email footers and compliance. See Business Settings.

Global Email Settings: Default From Name, From Email, Reply-To, footer text, and maximum sending speed. See Global Email Settings.

Compliance Settings: GDPR-related controls, data retention rules, and how FluentCRM responds to data requests from your contacts. See Compliance Settings.

Smart Links: Centrally-managed trackable URLs that apply tags/lists on click. See Smart Links.

CRM Manager: A WordPress user given access to the FluentCRM dashboard without being a full site administrator. See CRM Managers.

Incoming Webhook: A unique URL FluentCRM generates for an external service to POST contact data to — creating or updating contacts from outside WordPress. See Incoming Webhooks.

AI Writing: Hook up an AI provider (OpenAI, etc.) to power AI-generated subject lines, headlines, and button text in the email editor. See AI Writing Settings.

MCP for AI Agents: Model Context Protocol endpoint that lets AI agents like Claude securely read and act on your FluentCRM data via API. See MCP for AI Agents.

System Admin Tools: Diagnostic and maintenance utilities — cron monitor, data cleanup, CRM reset. See System Admin Tools.

Abandoned Cart Settings: Enable abandoned cart tracking and set the wait time before a cart is considered abandoned. See Abandoned Cart Settings.

10. Developer & Extensibility ​

Action Hook: A WordPress action fired by FluentCRM at key lifecycle moments — contact created, status changed, email opened. Use them to extend behavior. See Action Hooks.

Contact PHP API: A PHP class for creating, reading, updating, and deleting contacts programmatically. See Contact PHP API.

Lists & Tags PHP API: A PHP class for managing lists and tags in code. See Lists & Tags PHP API.

REST API: HTTP endpoints for interacting with FluentCRM from external apps. See Global Settings → REST API.

WP-CLI Commands: Command-line tools for license activation, syncing customers, and viewing system status. See WP-CLI Commands.

Custom Automation Trigger: Define your own trigger event for automation funnels via a PHP plugin. See Custom Automation Trigger.

Custom Automation Action: Define your own action block that authors can drop into funnels. See Custom Automation Action.

Custom Automation Condition: Define your own conditional block for branching funnels. See Custom Automation Condition.

Custom Automation Benchmark / Goal: Define your own goal checkpoint for funnels. See Custom Automation Benchmark/Goal.

Outgoing Webhook: An automation action that POSTs contact data to an external URL. See Webhook Integration.

Form Field Code Structure: The PHP array schema used to declare custom fields and options shown in the automation builder UI. See Form Field Code Structure.

Useful Code Snippets: A library of small PHP recipes for common customization tasks. See Useful Code Snippets.

11. Licensing & Pro ​

License: Your FluentCRM Pro key. Activates Pro features and unlocks support. See Install & Activate License.

FluentCRM Pro: The paid version. Adds SMS, advanced reports, contact export, premium integrations, and the Frontend Portal add-on. See Install & Activate License.

Frontend Portal (Pro add-on): A public-facing page where subscribers manage their own preferences, opt in/out of lists, and update their profile data.

License Transfer: Move your Pro license from one domain to another when you migrate or rebuild a site. See Transfer Your License.

What's Next? ​

FluentCRM – Marketing Automation for WordPress

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