Glossary

Each term has a short definition and a link to the guide that covers it in full.

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Terms

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Admin portal

The admin portal at admin.fluid.app is where your team runs your Fluid company: products and orders, your storefront and website, reps and customers, payments and settings. See Admin portal.

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Agreements

The legal agreements your checkout shows customers. For each one, you choose whether customers must accept it, can choose to accept it, or only see it as a link in the checkout footer. See Agreements.

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Catchups

Follow-up suggestions for your affiliates. In the mobile app, catch-ups are cards that suggest what to follow up on, such as a contact’s recent activity, new media, a new product or an overdue task. Admins choose which types are on for the whole company. See Catchups and Getting around the app.

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Categories

Groups of products for your storefront. Categories form a tree, so a category can sit under a parent category. Each category has its own title, description, image, product list and storefront settings. See Categories and Storefront resources.

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Collections

Flat, hand-picked groups of products for display on your storefront. Unlike categories, collections have no hierarchy. Each collection has its own title, description, image, product list and storefront page. See Collections and Storefront resources.

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Commission engine

The system many direct-sales companies use as their back office. You connect it from Getting Started, and Fluid Connect then syncs products, customers, reps, ranks and genealogy between it and Fluid. If you don’t have one, you add the items under Set up We-Commerce on Getting Started yourself. See Getting Started and Agent launch guide.

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Contacts

The people your reps follow up with. The admin keeps each contact’s name, contact details and status, and the rep they’re assigned to. See Contacts and Contacts in the mobile app.

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Customers and reps

Your company’s members. In the admin, customers and reps share one list on the Customers screen, and each member opens on a member card with their orders, subscriptions and profile. A member’s member type decides whether they can act as a rep. See Customers and Member Types.

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Default MySite

Your company’s starting MySite. While Auto Populate Status is Active, each new member’s MySite starts with a copy of it. See Default MySite.

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Droplets

Fluid’s integration layer: self-contained apps that connect Fluid to external services, add functionality to your checkout and add custom screens to the admin. Merchants install them from the Droplet Marketplace. In the admin, droplets can add sections to the Page Editor and create promo codes. See Droplets and Promo Codes.

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Enrollment packs

A pack bundles a one-time product, a subscription product, legal agreements and an optional fee. When a shopper adds a pack to their cart, the cart becomes an enrollment. See Enrollments.

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Entities

An entity is a legal company you do business through. Each entity has its registration details, the countries it operates in and its bank accounts. See Entities.

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FairShare

Fluid’s JavaScript SDK for direct sales. It works out which rep should get credit for a visit, and carries that credit into the cart and the order. In the admin, the Fluid Fair Share screen decides how commission is attributed for orders that come through shared links. See FairShare: sales rep attribution and Fluid Fair Share.

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Media

Your company’s media library: images, videos and PDF documents that you can tag with products and embed. See Media.

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Member types

Each member type sets the pricing tier its members price at and whether they can act as a rep. See Member Types.

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Mist

Fluid’s AI assistant, a desktop app for macOS and Windows. You describe what you want in a chat, and Mist plans it, writes it and connects it to your Fluid company. See Mist.

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Mist apps

Web apps that Fluid hosts for you. You describe what you want in Mist, and Mist writes the code, runs it on your computer and publishes it. The Mist Apps screen in the admin lists the hosted apps your company has deployed. See Mist Apps and other projects and Mist Apps.

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Mobile app

Your company’s mobile app, where reps do their day-to-day selling: sharing content, following up with contacts, messaging customers and running their MySite. Each company publishes the app under its own name. See Mobile app and Mobile App.

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MySite

A rep’s personal website, where customers and prospects can see the products, media and links the rep picks. See MySite.

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MySite themes

The themes your reps’ MySites can use. See Mysite Themes.

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Page editor

The Page Editor, also called the Visual Editor, changes how your storefront pages look. You work on one theme template at a time by arranging its sections and changing their settings. See Page Editor.

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Payment gateways

The gateways that process your company’s credit card payments. Non-card payment accounts are managed on a separate screen. See Payment Gateways and Alternative Payment Accounts.

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Payment routing

Rules that decide which of your card gateways handles each card payment, and the default order of gateways for payments that no rule matches. See Payment Routing.

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Playlists

A playlist groups items, such as media, products and pages, so they can be shared together with one link. In the admin, a playlist becomes one storefront page you can share or embed. See Playlists and Playlists and content.

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Portal

The signed-in experience for your reps. You can build a portal and its widgets in Mist. Developers author portal definitions and widget packages. See Mist Apps and other projects and Portal and widget development.

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Promo codes

The discounts shoppers get at checkout. A promo code can take a percentage or a fixed amount off, give free products, free shipping or free enrollment packs, and apply either when a shopper enters it or automatically. See Promo Codes.

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Ranks

Your company’s list of rep ranks. Each rank has a name and an external ID. See Ranks.

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Rewards points

Your company’s points rewards system, including how many points equal one unit of each of your currencies. See Rewards Points.

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Roles

A role is a set of permissions. Every user you add to a role gets those permissions, and roles control what people can see and do in the admin. See Roles.

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Safe Mode

A Mist mode for exploring without any risk of changing production. Mist can read your data and edit files on your computer, but it can’t change anything live. See Safe Mode.

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Skills

A skill is a set of written instructions that Mist follows to do one job. Run a skill, and Mist does the job the same way every time. See Skills.

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Smart links

A smart link is made for one contact. You create one when you tap Send next to a contact in the share drawer, or with Create Smart Link. A general share link is the same no matter who you share it with and isn’t tied to a contact, so use it for posts many people see. See Sharing content.

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Subscription plans

A plan holds a subscription’s schedule and pricing, such as how often it’s billed and shipped and how the discount is calculated. You offer a plan on a product from the product’s page. See Subscription Plans.

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Themes

Your storefront’s look. One theme is live at a time. The others wait in your library until you publish one. See Themes.

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Time Machine

Time Machine records every change made to your Fluid company from Mist Desktop, by Mist or by you. It shows what changed, and lets you undo it. See Time Machine.

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URL redirects

Redirects send visitors from one path on your storefront to another address. Each redirect is permanent (HTTP 301), so search engines move their listing to the new address. See URL Redirects.

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Warehouses

Your company’s warehouse locations and their addresses. Products and bundles track their stock by warehouse. See Warehouses.

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We-Commerce

Fluid’s approach to combining direct sales and e-commerce. Merchants and reps work together on one platform, with every sale, attribution and commission visible to all parties. In the admin, the Set up We-Commerce cards on Getting Started cover the items that sync through Fluid Connect when you connect a commission engine. See What is We-Commerce? and Getting Started.

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Workflows

A workflow is a chain of steps that Mist runs for you. Each step runs a skill or a written instruction, and a separate reviewer checks each result against the step’s acceptance criteria. See Workflows.