Creating an Automation Funnel with FluentCRM

From a marketing perspective, Funnel is the process of turning leads into customers. A funnel is actually a marketing cylinder where leads turn out into customers. In this article, you will get a detailed walkthrough of How to create an Automation Funnel with FluentCRM.

Before you start #

The biggest part of the automation funnel is the action blocks and benchmark blocks. You should learn deeply about the action blocks and benchmark blocks.

  • Action Blocks: The actions which will be done throughout the funnel for example sending an email, adding the user into a list, etc. Learn everything about FluentCRM Action Blocks here
  • Benchmark Blocks: Benchmarking the behavior of the users for example whether they purchased a product, clicked into a link, etc. Learn everything about FluentCRM Benchmark Blocks here

From FluentCRM dashboard, select Funnels and click on the “Create a new Funnel”.

Creating an Automation Funnel with FluentCRM

Select the Automation Trigger #

Now a pop-up will comes up to select the Automation Triggers. You have to carefully select the automation triggers you want. Learn more about all the automation triggers here. In this article, we will continue with WordPress triggers. This automation funnel will trigger whenever a user is signed up into your WordPress site.

FluentCRM automation triggers

Click continue and you will be into the screen from where you can add the Action Blocks and Benchmark Blocks into your Funnel.

add the Action Blocks and Benchmark Blocks into your Funnel

Add Action Block #

Click on the plus icon and a pop-up will open with all the action blocks and benchmarks blocks available. Learn more about all the available Action Blocks and Benchmark Blocks. For this article, I am going to select the Wait for X Day/Hours Action Block into the funnel. So whenever a user registers with the WordPress site, The funnel will wait for the specified Days/Hours.

FluentCRM available action blocks and benchmarks blocks

Now select the number of days or months the funnel should wait to go to the next step. After specifying the wait time and wait time unit save the settings.

FluentCRM-Wait for X Day Hours Action Block

Now the funnel dashboard will look like the below screenshot. The user registered for the site and the automation funnel is started for the user. A three days time delay has been added into the automation. Now select your next step of this automation. It can be a customized email, adding the user into a list, selling a product, etc.

FluentCRM funnel dashboard

Although all the available action blocks and benchmark blocks have been described separately, also in this article for demonstration purposes some more steps will be added.

Add a Benchmark #

Let’s add a customized Email Action Block and a Link Click Benchmark into this funnel. The use case is, an email will be sent to the user with a link and the automation will track whether the user clicked into the link or not.

Add into the plus icon to add the Email Action Block into the automation.

FluentCRM add custom email action block

Now customize the email based on your requirements. Choose Send email To as “Send to Contacts” for this funnel. Send to custom email address is useful in some other use case but not recommended here. Give a subject to the email and also an appropriate pre-header for the email. From the Email Body, choose the little setting icon for basic styling, for example, color, fonts, etc. Also, select the template structure from the Email Body or custom code with raw HTML. Lastly, add the body content for the email using the block editor. You can add text, images, buttons etc. A button has been added also with the title “Download Free EBooks Now”. The link of the button will be added later, after adding the Click Link Benchmark so that we can track the link.

FluentCRM email action block settings

Now add a Benchmark action named Link Click.

FluentCRM link click benchmark

A pop up will open and a link will be provided automatically. You will need to select the redirect URL so that the user will land on a valid page after clicking into the link. Also, select a benchmark type. The essential benchmark will stop the automation if the link is not clicked.

FluentCRM link click benchmark settings

Now copy the provided link and go back to the previous email action trigger and add the link into the button “Download Free Ebooks Now”

add tracking link into the funnel fluentcrm

Now you can add more action blocks and benchmark blocks into the funnel for example add the user into a list. If you made the benchmark type essential then the other actions after the benchmark will continue only if the user is clicked into the links.

This is how you can create a funnel, add action blocks, do the behavioral benchmark, and continue to other steps based on the result of the benchmarks.

Funnel Reports: #

FluentCRM funnel report shows the data collected for the funnel including conversion rates and the overall performance of the funnel. Go to the Funnel dashboard and select the reports of the funnel you want to see.

FluentCRM funnel reports

FluentCRM has chart type report, step report, and also individual reporting. Analyze the report and take the necessary actions needed based on the report.

One Comment

  1. Is it possible to create automations based on customers visited pages?

    Let’s say my customer visited a specific page ‘ tree times.
    Would I be able to tag that customer like ‘interested in category2’ and send specific emails for that or other customers who have the same behaviour?


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