fluentcrm-smartcodes-segments

FluentCRM: SmartCodes and dynamic segments

Use this skill when a plugin needs to expose custom values inside FluentCRM emails, automation fields, templates, or Pro dynamic segments. Keep SmartCode parsing read-only and privacy-aware; these values can appear in outgoing emails.

Verification note: SmartCode registration and parsing are core FluentCRM 3.1.13 behavior. Dynamic segments are Pro behavior verified against local FluentCampaign Pro 3.1.13.

When to use this skill

• Adding custom merge tags such as {{my_plugin.plan_name}}.
• Parsing personalized FluentCRM text outside the normal campaign send path.
• Adding context SmartCodes to automation editors for order, booking, LMS, or other event data.
• Registering a Pro dynamic segment or advanced contact filter provider.
• Reviewing code that hooks fluent_crm/extended_smart_codes, fluent_crm/smartcode_group_callback_*, fluentcrm_dynamic_segments, or fluentcrm_contacts_filter_*.

Register SmartCodes

Use the public Extender API after FluentCRM init:

add_action('fluent_crm/after_init', function () {
    if (!function_exists('FluentCrmApi')) {
        return;
    }

    FluentCrmApi('extender')->addSmartCode(
        'my_plugin',
        'My Plugin',
        [
            'plan_name'    => 'Plan Name',
            'renewal_date' => 'Renewal Date',
        ],
        function ($code, $valueKey, $defaultValue, $subscriber) {
            $userId = $subscriber ? (int) $subscriber->getWpUserId() : 0;
            if (!$userId) {
                return $defaultValue;
            }

            if ($valueKey === 'plan_name') {
                return get_user_meta($userId, 'my_plugin_plan', true) ?: $defaultValue;
            }

            if ($valueKey === 'renewal_date') {
                $date = get_user_meta($userId, 'my_plugin_renewal_date', true);
                return $date ? date_i18n(get_option('date_format'), strtotime($date)) : $defaultValue;
            }

            return $defaultValue;
        }
    );
});