How to Connect Restrict Content Pro to FluentCRM

Connect Restrict Content Pro to FluentCRM with Uncanny Automator. Sync your member contacts, automatically generate lists, tag members and much more.

Are you looking for a way to sync your Restrict Content Pro members to FluentCRM? Maybe you want to automatically tag your members after they access restricted content? Or, perhaps, you’d like to generate FluentCRM lists based on RCP membership tiers?

Whatever the reason, you’ve landed on the right page.

In this ultimate guide, we’ll show you how to create a seamless Restrict Content Pro and FluentCRM integration using Uncanny Automator. We’ll walk you through setting up your first few Automator recipes and leave you with some ideas for enhancing your integrations.

The best part? You can get started for FREE right now.

So, without further ado, let’s get into the good stuff.

Why Connect Restrict Content Pro to FluentCRM with Automator

When it comes to connecting Restrict Content Pro to FluentCRM, WordPress users have a few options. However, only one of those options offers a free, no-code seamless integration: Uncanny Automator.

You may already know Automator as the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called recipes, Automator allows you to connect all of your favorite apps and plugins, such as Restrict Content Pro and FluentCRM.

While Automator is simply the best overall integration tool for WordPress users, there are some features that we believe set Automator apart from the rest.

• Affordability: Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can sync dozens, hundreds or even thousands of contacts between Restrict Content Pro and FluentCRM without incurring any additional costs. The more you automate and integrate, the more you save!
• Ease-of-Use: Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work.
• Seamlessness: Automator integrates fully with your WordPress website and your chosen apps and plugins. Using tokens, you can segment your FluentCRM contacts using any data from your WordPress website, including order information, course progress, social links, login dates, and anything else you can think of.
• Integrations: Are you paying for dozens of addons? Is bloatware slowing down your website? Replace your addons and bloatware with Automator. With 200 integrations (and more on the way all of the time) Automator can help you connect Restrict Content to FluentCRM and… just about any other app or plugin you can think of.
• Scalability: Want to replace one tag with another across thousands of contacts? As your membership business grows and your user and contact lists get longer, you’ll appreciate Automator’s Post Loops and User Loops features. Loops give you the ability to create and manage as countless contacts with the click of a button.

Ready to connect Restrict Content Pro to FluentCRM? Get your Automator Pro license now so you can follow along>>>.

Not sure that Automator is for you? No worries. Download the FREE FOREVER version of Automator then register your account. In addition to connecting Restrict Content Pro to FluentCRM, you’ll get a limited number of app credits to try out integrations with OpenAI, Slack, Notion and much more.

Add Restrict Content Pro Members to FluentCRM

Now that you have Automator, let’s take a look at creating our first Restrict Content Pro and FluentCRM integration.

In the recipe pictured above, we’re able to automatically add our Restrict Content Pro members to FluentCRM whenever they purchase a membership. Additionally, we can automatically add them to a FluentCRM list that corresponds to their membership level.

Here’s how we did it.

Step 1: Create a New Recipe

From your WordPress Admin Dashboard, navigate to Automator > Add new recipe. In the popup window that appears, select Logged-in users.

Step 2: Name Your Recipe

Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add Restrict Content Pro Members to FluentCRM”.

Step 3: Configure Your Trigger(s)

In the Trigger panel, from the menu of available integrations, select Restrict Content Pro.

From the dropdown list that appears, select A user purchases a membership level.

Automator will prompt you to select a membership level. Once you’re finished, click Save.

Your completed trigger should look something like this:

Step 4: Configure Your Action(s)

In the Actions panel, click Add action and select FluentCRM.

From the dropdown list that appears, select Add/Update a contact.

Automator will present you with a form to fill out the new contact’s information. We’re going to use tokens (i.e., dynamic data pulled from your WordPress website and from within recipes) to fill out these fields.

To use a token, click the Asterisk in a field and select the corresponding token. For example, we have selected the token “User first name” to populate the First name field.

Fill out the remaining fields using a combination of tokens and static data.

Want to collect more data from your WordPress users? Get the Custom User Fields Addon for free with an Automator Pro – Plus or Elite license>>>.

At the bottom of the form, you can select the FluentCRM list(s) to which you want to add purchasers of this membership level.

Once you’re finished, click Save. Your completed action should look like this:

Step 5: Go Live!

You’re just about ready to connect Restrict Content Pro to FluentCRM. All you need to do is toggle the recipe from Draft to Live.

Ready to make more awesome recipes like this one? Get your Automator Pro license now if you haven’t already>>>.

Remove Restrict Content Pro Members from FluentCRM Lists

Now that you’ve gotten the hang of creating Automator recipes, let’s take a look at another powerful way to connect Restrict Content Pro to FluentCRM.

If a paid newsletter subscription is part of your Restrict Content Pro membership features, then you’ll love the recipe pictured below.

With this recipe, we’re able to automatically remove our Restrict Content Pro members from FluentCRM lists if/when their membership expires or is canceled. This automated workflow can help you manage your monetized newsletter so you can focus on creating content instead of curating lists.

Here’s how we did it.

Step 1: Create a New Recipe

From your WordPress Admin Dashboard, navigate to Automator > Add new recipe. In the popup window that appears, select Logged-in users.

Step 2: Name Your Recipe

Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Remove Members from FluentCRM Lists”.

Step 3: Configure Your Trigger(s)

In the Trigger panel, from the menu of available integrations, select Restrict Content Pro. From the dropdown list that appears, select A user’s membership to a specific level expires.

Automator will prompt you to select the membership level. Once you’re finished, click Save.

Next, in the Trigger panel, click Add trigger. Select Restrict Content Pro and, from the dropdown list, select A user’s membership to a specific level is canceled.

Once again, Automator will prompt you to select a membership level. Once you’re finished, click Save.

Whenever you have two or more triggers in an Automator recipe, you will need to define whether Any or All triggers must be satisfied for the recipe to run. In this case, we want the recipe to run when Any of the triggers are satisfied.

Your Trigger panel should now look something like this:

Step 4: Configure Your Action(s)

In the Actions panel, click Add action and select FluentCRM. From the dropdown list that appears, select Remove the user from lists.

Automator will prompt you to select the list(s) from which you want to remove the user. Once you’ve selected the list(s), click Save.

Your completed action should look something like this:

Step 5: Go Live!

All you have to do now is toggle the recipe from Draft to Live.

How many more ways can you connect Restrict Content Pro to FluentCRM? Discover the possibilities with an Automator Pro license>>>.

More Exciting Ways to Connect Restrict Content Pro to FluentCRM

By now, we’re pretty confident that you’re an expert in creating Automator recipes that connect Restrict Content Pro to FluentCRM. Nevertheless, here are some additional recipes that you might want to try out.

Connect FluentCRM to Restrict Content Pro

So far, we’ve looked at different ways to connect Restrict Content Pro to FluentCRM. But what about the other way around?

Automator has triggers and actions for both FluentCRM and Restrict Content Pro, meaning that you can create a two-way integration.

For example, in the recipe pictured below, we’re able to add users to a trial membership based on their FluentCRM status.

This is a simple example of how Automator can help you turn leads into members.

Tag Members Based on Content Views

Want to further segment your Restrict Content Pro members in FluentCRM? Use a recipe like the one pictured below to automatically tag your members based on the content that they view.

You can customize this recipe by adjusting the number of times that a user must view your restricted content before receiving a tag. You can also set restrictions on the number of total times that this recipe will run to only tag the first given number of members to view specific content.

Want to try making more recipes like these ones? Get your Automator Pro license now if you haven’t already and upgrade your email marketing campaigns>>>.

If you still need more ways to integrate Restrict Content Pro and FluentCRM, you can use Automator’s R.I.C.H framework for identifying opportunities for automation.

Tasks that are ripe for automation are:

• Repetitive: Tasks, particularly unavoidable ones, that you perform over and over again. 
• Iterative: Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof.
• Costly: Tasks that consume significant resources, namely time and money.
• Hard: Tasks that are complex and prone to human error.

If a task satisfies one or more of these criteria, it’s a strong candidate for automation. Remember, when it comes to automation, think RICH!

Frequently Asked Questions

Conclusion

Integrating Restrict Content Pro with FluentCRM using Uncanny Automator is a powerful way to streamline your membership management and marketing efforts. With no coding required, you can easily automate workflows, segment users, and trigger targeted email campaigns based on membership activity.

Ready to enhance your automation? Get started with Uncanny Automator today and unlock the full potential of your WordPress site.

Until next time, happy automating!

Brendan Da Costa

Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time.

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