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FluentCRM

Apply FluentCRM tags based on what your members watch.

What you can do

  • Apply FluentCRM tags when a logged-in user starts a video.
  • Apply different tags when they complete it.
  • Use those tags to start FluentCRM automations, segment contacts or send follow-ups.

Set it up

  1. Install the Pellio plugin with FluentCRM active. Connect your Pellio account in Pellio → Settings if you want verified completion for Pellio-hosted videos.
  2. Go to Pellio → Settings → Automations. This section appears when FluentCRM is active.
  3. Under When a logged-in user starts a video, apply tags, choose the tags to add.
  4. Under When a logged-in user completes a video, apply tags, choose the tags for finishers.
  5. Save, then build your automation in FluentCRM using those tags.

Good to know

  • Only logged-in users are tracked, because tags need a known contact.
  • Completion means watching 90% of the video. For Pellio-hosted videos, progress is checked against the unique seconds Pellio recorded for that user, so skipping ahead doesn’t count.
  • Tags apply to Pellio videos and to YouTube, Vimeo and Media Library videos played in the Pellio player.
  • Developers can change the threshold with the pellio_completion_threshold filter and the tags with pellio_automation_tags.

Full guide: Automations and analytics.

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FluentCRM integration · Pellio