Creating an Email Marketing Automation

Email marketing automation is the process of sending automated emails based on your audience’s behavior. It lets you turn your leads into customers and customers into brand advocates who’ll rave about you whenever they can! Email marketing automation is actually a marketing cylinder where your leads can get into a relationship with your business.

In this article, you will get a detailed walkthrough creating an email marketing automation funnel with FluentCRM.

Before you start #

FluentCRM’s email marketing automation includes four major elements. These are:

  1. Triggers: Triggers are essential for initiating email marketing automation. They can be behavior-based, or time-based. Learn more about FluentCRM’s Triggers here.
  2. 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
  3. Benchmarks: 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
  4. Conditionals: Conditionals will let you set multiple paths based on if/else conditions. Learn more about FluentCRM Conditionals here.

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

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.

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.

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.

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.


  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?


  2. Hi! I am trying Fluent CRM (free version) and the automation to send an email when a client fill in the form doesn’t work. My hypothesis is that it is because, in the trigger, I cannot map the fields for the form (it says “no data” when I try to map the fields). I created the form in Fluent Forms.
    What do I need to do to be able to map the field and have the automation work?
    Thanks a lot!

    1. Hi Jacinthe,

      This shouldn’t happen. Did you check if the integration is enabled on your form? If the integration is working fine, you might need some technical assistance. Please contact our Support.

    1. Hi Gian,
      No, FluentCRM doesn’t track custom email open rates. If you still want to track this, you can create a campaign so once it’s launched you can track the open rates and click rates.

      Update: FluentCRM tracks all custom emails in the automation now.

    1. Hi Julia, that’s not possible at this moment. We’re still improving our newsletter feature. Hopefully, you’ll be able to do that in the future.

  3. My form captures the email address of the person completing the form (a student) and also a secondary email address (their teacher). I want to send an email to the teacher’s email address informing them that their student completed the form.

    Can I use the value of the teacher’s email field on the form as the destination email address for a custom email in a funnel? If so, what’s the correct syntax to refer to the field in the “send to email addresses” field when creating the custom email?

    1. Upon further inspection I think I can accomplish my goal via routing on the form’s email notifications. Still curious to see if this is something possible in the funnel.

    2. Hi Jeff, Yes, that’s possible. To accomplish your goal, you need to create separate automation with the Fluent Forms trigger. And in that automation trigger, you need to select the teacher’s email address instead of the student’s email address.

    1. Depends on what you’re trying to achieve. You can send drip campaigns with automation, but you may not have control over it without the Pro.

  4. No way to sent an automation for me too!
    Yes the api between the form and Fluent is set correct, i receive Contact AND i can sent the GDPR mail.
    But i checked all, threee times, set up wit WP is correct.
    I even receive a custom text field i implemented in the website and created frontup in Fluent, so API is ok.
    To be honest if the first promise of a free version is broken and not working, i m very sceptical about to buy a pro on ! – Also this tutorial-post is just repeating what is already written on the page itself, so no new insights, just Parroting the form! If it starts like this, u are killing all trust with this. WHAT IS THE FREE VERSION OF FLUENT CRM? ….no one can tell, where. The few YouTube Videos are just a big sales pich, so no real content or answers there. same for this empty parrot-page? Until now i just wasted a lot of time, cause since days no autoresponder s working ! ?

    1. Hi Tom,

      I’m almost certain that you’ll never find anyone with the same issue as yours. All our automation work fine in both free and pro version. I’m pretty sure that something is causing a conflict and it’s making us sad that you’re blaming us just because your automation isn’t working.

      I myself tested the automation in a test site using the free version and it’s working perfectly. Could you please check if your SMTP is configured properly? And if it’s working, please submit a support ticket:

      I’ll tell our support team to prioritize your ticket. But please note that most of our team members are Muslim and are celebrating Eid-ul-Adha today, so it might take some time for them to get back to you.

  5. Hey fluentCRM Team,

    great done, now we are Pro User to.
    How can we enable to send a confirmation email after a list subscriber did unsubscribe from a list. We are in hope to build that with an automatic funnel.

    In the other way it works simply to create a automatic funnel to send another email to the new subscriber to inform about confirm of subscribtion. But how does it works automaticly to send a last “Thanks for staying with us”-email to the “guest” after his unsubscibing from a list?

    Greetings Jan

    1. Hi Jan,
      Glad to hear that you’re using the Pro version now!

      Regarding your use case, this isn’t among the best practices in email marketing. So, unfortunately, you can’t send any email after the user unsubscribed. We also have a nice Facebook group where you can post your queries, you can join there to get your questions answered by people’s in our community:

      1. Hi Nazir,

        thanks for your reply.

        I guess there is maybe a way to chance the endpoind when unsubscribing from the page with the predefined questions. maybe with different questions about what the reason could be, or maybe to let route unsubscribe link to a different page on the website?

        Greetings Jan

        1. Not really, once the contact clicks on the unsubscribe button, he immediately gets the ‘usubscribed’ status. FluentCRM can’t track or send them any email after that.

  6. How can I add custom fields in the body of an email in an atomization ?.
    I see the data of the fields by default but I do not see the custom fields.

    I put this code: {{contact.custom.added-coupon}} but they appear empty, both in the body and in the subject

  7. No, unfortunately FluentCRM has no Trigger for Datefields.
    This would be a huge step for FluentCRM but at the Moment… no chance.

    Stay tuned – I am looking forward to get this soon. They just released a great update an w went PRO

  8. In one of the post above, the question of tracking “Email OPENS” got a response from FluentCRM that “email opens are not tracked”. It that true?

    Can I track email opens? Every other emailing platform I’ve used tracks email opens. It is crucial to my automations to track: (a) Email Opens, (b) Clicks in an email. How can this be done?

    1. FluentCRM can track email opens. However, this isn’t a good metric to consider because of how email opens are counted. If you didn’t know it yet, most tools track email opens by pixels. So when you simply log into your Gmail account, an email is recorded as “opened”. If you mean link clicks by “Clicks”, yes, you can track link clicks by using the goal benchmark or by simply using a SmartLink(Settings>SmartLinks).

  9. Hello, can I add a condition in automation if the user opened the email, if so, send email A if not send email B? Thanks

  10. Hola, me pueden ayudar
    Hice una automatización para una landing page donde se suscriben y les llega un enlace para que puedan descargar el archivo, hice una prueba y el que “El contacto ha sido creado con exito” pero no me llega el correo con la información del enlace para la descarga.

    1. Hola, esto no debería pasar. Creo que algo más salió mal. Póngase en contacto con nuestro personal de soporte para que puedan analizar el problema en un nivel más profundo.

  11. Hello Nazir!

    It seems my automation is not getting saved after the data for “Send Custom Email” has been entered. Is there something I may be missing.

    Need your assistance please.
    Many thanks,

  12. Your CRM doesn’t work. Every time I try to save, I get an error “No route was found matching the URL and request method.”

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