SureTriggers integration allows you to create automation with Fluent Support. Especially, it helps to connect Fluent Support with the other WordPress Plugins and SaaS that do not have direct Integrations with it. 

This article will guide you through integrating SureTriggers with Fluent Support.

Integrate SureTriggers with Fluent Support

To learn how to integrate Sure Triggers with Fluent Support, follow the steps with the screenshots below —

Before starting the process, ensure you Installed and Activated the SureTriggers Plugin on your WordPress site.

Creating Workflow to Connect Fluent Support

Once you have authorized the account, your SureTriggers Dashboard will appear on your WordPress Site.
Now, go to the Workflows, open the Create Workflow dropdown, and click the Create From Scratch button. 

Provide a Name for your workflow so you can find it easily later, and click the Create button.

From here, you can add the Fluent Support Trigger/Actions to your SureTriggers Automation according to your needs. To add the Trigger, click the Add Trigger button and to add actions click the Plus Icon. 

Adding Fluent Support Trigger

To learn how you can add Fluent Support Trigger in your SureTriggers Workflow, follow the steps below –

Type Fluent Support in the Search Bar or select it from the Dropdown List by clicking the Arrow Icon.

Now, select the desired Event from the Dropdown List by clicking the Dropdown Arrow.
Also, select the Connection (the WordPress Site you want to connect).  

Once you select the desired event and connection, click the Continue button.

Here, select the desired Mailbox of Fluent Support, and click the Continue button.

Once you configure everything, click the Fetch Data button.
Finally, click the Save button and your Fluent Support Trigger will be added to the Workflow.

Adding Fluent Support Action

To add the Fluent Support action, you must first add your desired App/Plugin as a Trigger to the workflow.
Then, click the Plus Icon right below the added Trigger and choose Fluent Support as an Action.

For example, I added WooCommerce as a Trigger and clicked the Plus Icon to add the Fluent Support Action.

Type Fluent Support in the Search Bar or select it from the Dropdown List by clicking the Arrow Icon.

Once you select the action, select the Event and Connection according to your needs from the dropdown list.
After selecting the desired event and connection, click the Continue button.

Here, select the desired Mailbox of Fluent Support and configure all the necessary data to test the action.

Once you configure everything, click the Test Action button to test whether the action is working.
Finally, click the Save button and your Fluent Support Action will be added to the Workflow.

Once you create the workflow, click the Publish button to make it functional.
Otherwise, click the Save Draft button to save it as a draft.

This way you can connect Fluent Support with other plugins through the Workflows of SureTriggers.
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post SureTriggers Integration   appeared first on Fluent Support.

Integration Statuses

To learn where you can find all the Integration Statuses, follow the steps with the screenshot below —

Go to Global Settings from the Fluent Support Dashboard and click on the Integration Statuses from the left sidebar.

• Now, you can view a list of all Plugins and Third-party Platforms under the “Integration Statuses” option that can be integrated with Fluent Support on your WordPress site.

• Also, you will see a Connected button next to the plugins/third-party platforms that you have already integrated with Fluent Support on your WordPress site.

• Plus, if you want to know the detailed process of integrating a Plugin/Third-party Platform with Fluent Support, click the Learn More button of the desired plugin and it will redirect you to the relevant documentation.

If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post Integration Statuses appeared first on Fluent Support.

Remember, you do not need to integrate the FluentBoards plugin manually with Fluent Support; it happens automatically if the both plugins are already installed on your site.

Adding Task from Fluent Support Ticket

To learn how to integrate FluentBoards into Fluent Support, follow the steps with the screenshots below —

Go to the Tickets from the Fluent Support Dashboard and then open the specific ticket you want to add to your FluentBoards‘ Task. Now, click on Add Task to Fluent Boards from the Three-Dot button on the top right corner of your ticket.

And, a popup page will appear for adding this ticket to your Fluent Boards!

In the popup page, you’ll find the option to choose the Board and Stage from the Dropdown menu, and the task will automatically be added to the bottom of that stage. Fluent Support Agents can only view the boards to which they have access.

Here, you can set the Starting and Ending Dates for the task. Also, your Task Title will be automatically added from your Tickect’s Subject field and the Task Description from the Ticket Description field.

Once you are done, click the Create Task button and the ticket will be added as a new task in your Fluent Boards.

If you need to make further changes to the task, simply open it from your FluentBoards. From there, you can add assignees, set priorities, add labels, adjust dates, and make any other necessary adjustments.

If the ticket opener is a FluentCRM User, they’ll be automatically linked to the task as an Associated CRM contact.

This is how the integration of FluentBoards with Fluent Support works!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post FluentBoards Integrations appeared first on Fluent Support.

This article will guide you through integrating MemberPress with Fluent Support.

MemberPress Purchase Information In Your Ticket

You will only see MemberPress information in a ticket if the user has enrolled in any courses from MemberPress.

You do not need to integrate the MemberPress plugin manually with Fluent Support; it happens automatically if the MemberPress plugin is already installed on your site.

For example, here you can see a user purchased three courses from MemberPress, and the overview of course purchase history (User Status and Course Name with Status) automatically appeared on his ticket.

This is how the integration of MemberPress with Fluent Support works!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post MemberPress Integration appeared first on Fluent Support.

This article will guide you through integrating BetterDocs with Fluent Support.

BetterDocs Integration With FluentSupport

To integrate BetterDocs into FluentSupport, follow the steps with screenshots below —

To ensure the BetterDocs integration works, it must be installed and active on your website.

From the Fluent Support Dashboard, go to Global Settings, click the  Ticket Form Config button and you will find the Ticket Form Settings.

Check the Enable knowledge base suggestion on the ticket creation form box to link knowledge base suggestions to the Fluent Support ticket form.

After enabling, select docs under Knowledge Base post types for displaying documentation-style articles and set the desired number of suggested articles.

Make sure your WordPress site has BetterDocs installed and activated to proceed.

Once you are done, don’t forget to click on Save Settings.

Now, when anyone types related keywords in the ticket forms subject bar, it will show relevant documentation as suggested articles.

This is how the integration of BetterDocs with Fluent Support works!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post BetterDocs Integration appeared first on Fluent Support.

This article will guide you through integrating BuddyBoss with Fluent Support.

BuddyBoss Purchase Information In Your Ticket

You do not need to integrate the BuddyBoss plugin manually with Fluent Support; it happens automatically if the BuddyBoss plugin is already installed on your site.

For example, here you can see a user purchased the BuddyBoss plugin and the outline of his group information (Group Name and Joining Date) has automatically appeared on his ticket.

This is how the integration of BuddyBoss with Fluent Support works!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post BuddyBoss Integration appeared first on Fluent Support.

This article will guide you through integrating Easy Digital Downloads with Fluent Support.

EDD Product Information in your Ticket

You don’t need to perform any integration yourself. It will happen automatically if the Easy Digital Downloads (EDD) plugin is already installed on your site.

For example, when a support agent clicks on the Eye Icon next to the product price, he/she can view the user’s EDD purchase history with detailed information.

This is how the integration of Easy Digital Download with Fluent Support works!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post Easy Digital Downloads (EDD) Integration appeared first on Fluent Support.

This article will guide you through integrating Fluent Forms with Fluent Support.

Fluent Forms Integration With Fluent Support

To learn how to integrate Fluent Support with Fluent Forms, follow the steps with screenshots below —

Enable Fluent Support Integrations

Before enabling Fluent Support Integrations, Fluent Forms must be installed and activated on your WordPress Site.

To learn how to install & activate Fluent Forms click here, to create beautiful and responsive online forms with just a few clicks, go through the following steps.

To enable Fluent Support integration, go to Integrations from the Fluent Forms Dashboard, search for FluentSupport, and click the Toggle button.

Configure Fluent Support Feed Inside A Particular Form

You must enable the Fluent Support Feed for a particular form to integrate Fluent Support. To do this follow the screenshot & GIF below —

Go to Forms on Fluent Forms Dashboard, select a specific form, and click on Settings.

Click on Configure Integrations, press the Add New Integration dropdown, and select FluentSupport Integration.

Map All The FluentSupport Fields

After configuring FluentSupport, you will find various checkboxes and input fields that need to be mapped. To do this follow the Screenshots below —

First, give the Feed Name and select your preferred Business & Product from the dropdown.

Or, check the Enable Dynamic Product Section to select the product based on certain conditions. To add more conditions click on the Plus Icon and to delete any existing condition click on the Minus Icon.

Next, map your Input fields with the corresponding Ticket fields on the left side by clicking the Arrow Icon on the right inside the ticket fields.

If you do not want to choose from the dropdown options, you can enter your own custom value or shortcode.

Once you are done mapping all your fields, click on the Save Feed to save all the settings.

Add That Form On A Page Using Shortcode

To add the integrated form on a specific page of your site, copy the Shortcode by clicking on it from the top bar, and then paste it onto the desired page.

This is how you can integrate Fluent Forms with Fluent Support!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post Fluent Forms Integration appeared first on Fluent Support.

This article will guide you through the process of integrating FluentCRM into Fluent Support.

Fluent CRM Integration With Fluent Support

To learn how to integrate Fluent CRM into Fluent Support, follow the steps with the screenshots below —

Go to Global Settings from your Fluent Support Dashboard, click the FluentCRM Integration from the left menu, and check the Enable FluentCRM Integration option.

Remember to set up the Fluent CRM integration, you must Install and Activate the Fluent CRM plugin in your WordPress site first. To learn the process of doing it, read this Documentation.

Now, set the default status for new contacts. If you choose Pending, a double-opt-in email will be sent to new contacts.

Also, you can add the user to your FluentCRM List or include your users in various Tags using the dropdown menus by clicking the arrow icon. Once your integration set-up is complete, click on the Save Settings button.

This is how you can complete the FluentCRM integration with Fluent Support!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

The post FluentCRM Integration appeared first on Fluent Support.

Incoming Webhook in Fluent Support

To learn the process of using Incoming Webhook, follow the steps with screenshots below —

Get The Incoming Webhook Link

From the Fluent Support Dashboard go to Global Settings, select Incoming Webhook from the left sidebar, and you will see a webhook link on that page. Now select Business Box and copy the Webhook Link to start using it.

Regenerate The Webhook Link

You can also Regenerate the Webhook Link by clicking on the Refresh button. If you regenerate a new URL, you must change all your used webhook links with the new one.

How To Send Data Using Incoming Webhook

You can use any external platform that suits your needs to send data using the Incoming Webhook feature. E.g., here, I used Postman as an external platform.

To use this Incoming Webhook, choose Post as the Request Method and Form-data as the Request Format.
Then, paste the Webhook Link, map the Key field following the Incoming Webhook’s Field Key, and enter the appropriate Value that suits your needs. Finally, click on the Send button to create the ticket.

Here, you can see a ticket is created automatically in Fluent Support.

How To Reply Ticket Using Incoming Webhook

Customers can also reply to a ticket using the incoming webhook. However, some mandatory things are required to reply to a ticket.

This includes the Customer email, Ticket content, Ticket title, and ensuring that the Ticket Title is the same as the one you used while creating the ticket. Here, you can see a reply is sent to the previously created ticket from Postman using Incoming Webhook.

Here, you can see a reply is added to the ticket by a user in Fluent Support.

If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

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