Horje
Agile CRM is an all-in-one, affordable and next-gen Customer Relationship Management (CRM) software with marketing, sales and service automation

Noted That:

  • To install correctly this agile-crm-newsletter.zip.
  • Fisrt Download the agile-crm-newsletter.zip to your computer
  • Extract/Open agile-crm-newsletter.zip to Your Computer.
  • Then, Find readme.txt file inside agile-crm-newsletter.zip and Open readme.txt.
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the the Tips Below.

Start the Tips:

1. First Download "agile-crm-newsletter.zip" Plugin to your Local Computer. (Click Download)

2. Then, Login to your "yourdomain.com/wp-admin" Dashboard.

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3. Then, Click on "Plugins" + "Add New" from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse "agile-crm-newsletter.zip" Downloaded plugin from your computer, Where you downloaded agile-crm-newsletter.zip According to Step – 1 Above then, click on "Install Now"

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6. Now, Click on "Active Plugin"

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7. Then, See left sidemenu. "Agile CRM Newsletter" folder is added on left sidemenu. Now, Click on "Agile CRM Newsletter" folder.

   Noted that: If you do not see "Agile CRM Newsletter" folder on left sidemenu then, see at left sidemenu "Settings" or "Tools".

8. Now you configure yourself oR Watch video tutorial below about Agile CRM Newsletter Configurtions and Settings or How to work "Agile CRM Newsletter" in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to "Plugins" + "Installed Plugin" from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find "Agile CRM Newsletter" Activated Plugin from Plugin List.
  4. Then, Click on "Settings" from Plugin that is Agile CRM Newsletter
  5. Now, Edit/Add/Config the setting and Click on "Save Changes" button,
WP Plugin Setting



Guide

1) Install the Agile CRM WordPress plugin

Download the Agile CRM – WordPress plugin from Agile CRM website. Login to your WordPress Admin panel (wp-admin), go to Plugins ? ‘Add New’ ? ‘Upload Plugin’. Upload the downloaded plugin zip file and click ‘Install Now’. Once successfully installed, click on the ‘Activate Plugin’ link. After activation, you will see the ‘Agile CRM’ tab on your ‘Main Menu’ tab

2) Set up Agile CRM account

Click on the ‘Agile CRM’ tab and navigate to ‘Settings’ and it will redirect you to the Settings Page. Create a new Agile CRM account if you don’t have one or fill the details of your existing account. Click ‘Save’ and you’ll be redirected to ‘Dashboard’. Web Rules & Web Stats will be automatically enabled on your dashboard.

3) Set up Agile forms & landing pages

  • Agile CRM forms
    Under ‘Pages’ tab, navigate to Add New page. On that page, you can spot ‘Agile Forms’ on Visual Editor. Click on the button and a pop-up will appear. You can forms from the drop-down list and easily integrate customized web forms on your site or app.

  • Agile CRM landing pages
    Under ‘Pages’ tab, navigate to Add New page. On that page, scroll down to Agile CRM Section. Under ‘Landing Page’ tab, you can select any page from the drop-down list. Now you easily integrate Agile CRM Landing pages in your WordPress pages.


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Reffered: https://wordpress.org/

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