Support Team Material

User guide structure

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FluentCRM is a self-hosted email marketing automation plugin for WordPress, often used by digital marketers, agencies, course creators, and membership site owners. It allows users to manage leads, run email campaigns, automate email sequences, and segment contacts—all within their WordPress dashboard.

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https://fluentforms.com/⁠

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How Our Current Agency Handy Guidelines Look Like

Too Many Preconditions Everywhere

Example: “Users must have an account in Agency Handy…” is repeated in places where it’s not necessary.

Guidance Comes After Lots of Reading

Users have to read too much before they even see a screenshot or step-by-step help.

Too Much Content at Once

Long paragraphs make it tiring and boring for users to go through.

Dark and Hard-to-Read Visuals

Screenshots or images are dark, not clear or visually helpful.

Unstructured Topics

Topics feel scattered and not grouped under clear sections.

No Related Content Suggestions

There are no links to related guides in the corner to help users continue their journey.

✅ Key Strengths in FluentCRM's Doc Style:

Module-Based Categorization (Sidebar Navigation):

Their docs are grouped by major functions (e.g. "Global Settings", "Essentials", "Emails"), making navigation easy and intuitive.

Short, Clear Sections:

Each page covers just one focused topic. It starts with a 2-3 sentence intro and goes straight into step-by-step instructions.

Visual-First Documentation:

Every step is followed by a relevant screenshot, with important UI elements highlighted (arrows, boxes, etc.). This helps visual learners instantly connect the text to what they’re seeing on-screen.

Minimal Wording, Maximum Clarity:

No extra fluff—just essential steps and tips. This avoids overwhelming users and speeds up task completion.

Table of Contents in Each Article:

They include a small ToC at the top of long guides to allow fast jumping to sections.

Some snippets from FluentCRM

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Want to print your doc?
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.