Email & CRM
Branded notifications,
FluentCRM automations.
Three distinct capabilities: 37 branded transactional email templates included with the plugin, native integration into FluentCRM automations (2 actions + 7 triggers), and a webhook gateway to connect any other CRM.
Layer 1 — Internal emails
37 branded email templates,
included with the plugin.
Every critical action in the client journey triggers a customizable transactional email. Navy + gold layout, auto-substituted variables, integrated A/B testing, full history. Everything is sent from your server via standard wp_mail(), originating from your domain.
01
Documents (4 templates)
New document uploaded · Document deleted · Client download · Client view. The client is notified of every movement on THEIR files, never on those of others.
02
Cards & links (3 templates)
New info card · Shared link · Card modification. Ideal for sharing Zoom access, summaries, and reminders.
03
Embeds & media (3 templates)
New video / podcast / embed · Embed deletion · Update. Your media attracts attention at the right time; your video ROI increases.
04
Notepad (3 templates)
New notepad · Update · Deletion. The conversation around the folder remains active, even when the client is not connected.
05
Comments (2 templates)
New comment (admin → client) · New comment (client → admin). Asynchronous discussion never stops; every message is notified on time.
06
Folders (4 templates)
New folder · Deadline approaching · Deadline passed · Folder closed. Anticipation on the client side = fewer follow-ups on your part.
07
Client lifecycle (3 templates)
Welcome · Archiving · Unarchiving. Onboarding and end-of-engagement remain warm, even when you don’t have time to customize.
08
Tags (2 templates)
Tag assigned · Tag removed. For internal workflows (escalation, team, manual segmentation).
09
Batch (2 templates)
Admin batch · Client batch. For announcing bulk operations without spamming 30 emails.
10
Security & quotas (4 templates)
Security alert · Monthly security report · 80% storage quota alert · Broken links detected. Healthy posture, reassuring transparency.
11
Path (2 templates · Pro)
Path stage · Path sub-stage. Notifications at each completed milestone, badge at each milestone (25 / 50 / 75 / 100%).
12
Announcements (1 template)
Global announcement broadcast (email backup for an in-app announcement). To reach inactive users.
Navy + gold wrapper
Premium layout straight from the inbox: hero header, chip, banner, CTA button. Banner color according to type (info, success, warning, critical).
Auto-substituted variables
{site_name}, {client_name}, {file_name}, {parcours_name}… injected at the moment of sending. Systematic customization without manual error.
Integrated A/B testing
cv_email_ab_config: two subject/body variants, split %, defined audience. Factual optimization of every key email.
Enforceable history
cv_email_history table: subject, body, recipient, variant, timestamp, success. Resend in one click. Enforceable proof of sending. Customer support in 5 seconds.
Granular preferences
Master client toggle + 5 fine-tuned toggles (upload, view, download, comment, archive). Master admin toggle + 7 toggles + alert recipients (admin/client/both).
Sending domain: your own
All emails are sent via standard wp_mail(). You retain control over SMTP (FluentSMTP, SendGrid, Mailgun, Postmark…), deliverability, and SPF/DKIM headers. No data passes through us.
Layer 2 — FluentCRM Automations
Your FluentCRM automations
react to the journey in real time.
Client Vault exposes 2 actions and 7 Journey triggers within FluentCRM automations. You compose your workflows in FluentCRM, and they react to every journey event. FluentCRM applies tags, segments, and sends its own marketing emails — not Client Vault.
2 actions injected into the Funnel Builder
A FluentCRM “action” = a block you drag and drop into a visual automation. Both of these blocks are natively available on the FluentCRM side as soon as Client Vault is installed.
Action
Enroll in a journey
When FluentCRM tags a contact as “Onboarding complete,” it can trigger this action to automatically enroll them in the Client Vault journey of your choice.
Action
Unenroll from a journey
The symmetrical opposite of the previous action. When a contact is marked as “churn” or “paused,” the FluentCRM automation cleanly removes them from the Client Vault journey.
7 Journey triggers that start your automations
A FluentCRM “trigger” = an event that starts an automation. These 7 “Parcours” triggers are natively available right from installation. It is up to you to compose what happens next in FluentCRM (applying a tag, adding to a list, sending a marketing email, waiting X days, etc.).
Trigger
Client enrolled in a parcours
cv_fluentcrm_parcours_enrolled. Ideal for: starting a welcome sequence, tagging the contact, adding to a “Phase 1” list.
Trigger
Client unenrolled from a parcours
cv_fluentcrm_parcours_unenrolled. Ideal for: triggering a feedback sequence, removing the “active” tag, sending a goodbye email.
Trigger
Parcours completed
cv_fluentcrm_parcours_completed. Ideal for: sending the diploma/certificate, asking for a review, proposing an upsell, tagging as “alumni”.
Trigger
Step completed
cv_fluentcrm_step_completed. Ideal for: congratulating at each step, proposing a supplement, segmenting by progress.
Trigger
Step feedback left
cv_fluentcrm_step_feedback. Ideal for: thanking the client, escalating if feedback is negative, tagging to rework pedagogical materials.
Trigger
Milestone reached
cv_fluentcrm_milestone. Triggered at 25 / 50 / 75 / 100%. Ideal for: celebrating, sending a gift, requesting a testimonial mid-journey.
Trigger
Guardrail approved
cv_fluentcrm_guard_approved. Ideal for: confirming that the condition has been met, tagging as “approved X”, moving to the next phase of the FluentCRM sequence.
Layer 3 — Other CRMs
ActiveCampaign, HubSpot, Brevo, Mailchimp…
via signed webhooks.
No native integration for other CRMs (by design — we prefer ONE excellent integration with FluentCRM rather than a dozen superficial ones). But Client Vault exposes 28+ HMAC SHA-256 signed webhooks + a complete REST API, which allow connecting any third-party CRM — either directly or via an orchestrator.
Incoming webhook on the CRM side
If your CRM accepts incoming webhooks (ActiveCampaign, HubSpot, Brevo, Mailchimp via intermediate Zapier, ConvertKit, Klaviyo, etc.), you map the 28+ Client Vault events to CRM actions (apply tag, add to list, trigger automation, send transactional).
Via Zapier / Make / n8n
For CRMs that do not have a simple incoming webhook, or to manage more complex cases (transformations, conditional branches), use an orchestrator. There is no official Zapier Client Vault connector (do not invent one), just the generic webhooks.
REST API if you have a dev
If your IT department wants to query Client Vault from an in-house back-office (user provisioning, reverse sync, BI), the 4-verb REST API is documented. Bearer token or X-CV-API-Key.
FAQ
Frequently asked questions
Do I need FluentCRM to use Client Vault?
No. Layer 1 (37 transactional emails) works with standard wp_mail(), without any CRM. FluentCRM adds Layer 2 (marketing automation) but remains optional.
Do my emails get sent from your server?
No. The 37 email templates use standard wp_mail(), which originates from YOUR server. You maintain control over SMTP (FluentSMTP, SendGrid, Mailgun, Postmark, etc.), deliverability, and SPF/DKIM headers. No data passes through us.
Can I disable Client Vault emails and handle everything within FluentCRM?
Yes. The master toggle cv_email_notifications on the admin side means radio silence from Client Vault. Instead, you can configure your own marketing emails in FluentCRM, triggered by the 7 Journey triggers. This is what advanced users do when they want 100% control over the email/marketing layer.
Why is FluentCRM the only deep integration?
To provide ONE excellent integration rather than ten superficial ones. FluentCRM is free, has excellent code quality, and its Funnel Builder covers all use cases. For other CRMs, the 28+ webhooks and the REST API allow you to connect everything in a few hours.
Can the client disable all notifications?
Yes. The master toggle cv_email_notifications in their profile ensures total silence. Alternatively, they can use granular controls: 5 specific toggles (upload, view, download, comment, archive). Master GDPR-friendly.
Are FluentCRM triggers available in the Solo edition?
No. The 7 Parcours triggers require the Pro edition (which includes Parcours). With the Solo edition, you have access to transactional emails dedicated to the vault but not the FluentCRM triggers, as these triggers are linked to the pathway system.
Ready to connect
Your tools are ready.
Client Vault puts them in motion.
Launch offer – ends September 15
Pay once. For life.
Up to 4× more sites.
All of Client Vault, team management included, installed on your side.
To get started
Pro Team · 3 sites
For the professional managing their first clients.
3sitesfor life
−50% at launch
999 €instead of 1 999 €
- Everything in SOLO + PRO included, plus:
- 3 sites
(instead of 1)at the URL of your choice - Unlimited clients for each vault
- Team mode for Admin
- Team mode for users
- Lifetime license · no renewal
- Updates FREE FOR LIFE (launch promo)
- Scripted journeys (1:1, Group, Collection, Funnel)
- REST API + unlimited webhooks
- Technical support
To deploy
Pro Team · 30 sites
To install Client Vault for your clients, white-labeled.
30sitesfor life
10 sites ×3 at launch
1 999 €one-time payment
- Everything in SOLO + PRO included, plus:
- 30 sites
(instead of 10)at the URL of your choice - Unlimited clients for each vault
- Team mode for Admin
- Team mode for users
- Lifetime license · no renewal
- Updates FREE FOR LIFE (launch promo)
- Scripted journeys (1:1, Group, Collection, Funnel)
- REST API + unlimited webhooks
- Technical support
★ Most chosen
Large scale
Pro Team · 100 sites
For resellers and firms that deploy without counting.
100sitesfor life
25 sites ×4 at launch
2 999 €instead of 9 999 €
- Everything in SOLO + PRO included, plus:
- 100 sites
(instead of 25)to deploy at the URL of your choice - The best sites-to-price ratio
- Priority support
- VIP group
After launch: 3 sites = 1 999 € · 10 sites = 2 499 € · 100 sites = 9 999 €. Buying now means more sites for less — forever.
Pro · 1 site — just for you, no teamAll of Client Vault, Journeys included, for life on your site.
1 199 € 599 € Choose →
One-time payment · Updates included · Your data stays with you, forever
Prices shown exclude VAT