Primary Automation Triggers

A funnel trigger or automation trigger will let you start an automation funnel based on your users behavior. FluentCRM has several funnel triggers that will let you initiate an automation funnel to automate workflows.

crm automation add new

Once you start creating automation from the Automation Dashboard by clicking on the Create a New Automation button, you will be asked to select the trigger that will initiate the automation. Please check below to learn about such triggers in FluentCRM.

CRM triggers #

The CRM or Basic triggers are related to Segmentation and Fluent Forms Submission on the Website.

crm automation trigger crm

List Applied #

This trigger lets you automate workflows when the specified List or Lists are applied to a contact.

crm trigger list applied
  • Automation Name: Provide a Name for the Automation.
  • Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor.
  • Select Lists: Select the lists for which you want to trigger the automation funnel either a single list or multiple lists.
  • Run When: Select whether the contact needs to belong to one list or all of the lists you’ve specified.
  • Conditions: Choose whether you want to restart the automation multiple times for this event.

List Removed #

This trigger lets you automate workflows when the specified List or Lists are removed from a contact.

crm trigger list removed
  • Automation Name: Provide a Name for the Automation.
  • Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor.
  • Select Lists: Select the lists for which you want to trigger the automation funnel(when a contact is removed from the lists).

Tag Applied #

This trigger lets you automate workflows when the specified Tag or Tags are applied to a contact.

crm trigger tag applied
  • Automation Name: Provide a Name for the Automation.
  • Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor.
  • Select Tags: Select the tags for which you want to trigger the automation funnel when it’s removed from a contact.
  • Run When: Select whether the contact needs to have one tag or all the tags you’ve specified.
  • Conditions: Choose whether you want to restart the automation multiple times for this event.

Tag Removed #

This trigger lets you automate workflows when the specified Tag or Tags are removed from a contact.

crm trigger tag removed
  • Automation Name: Provide a Name for the Automation.
  • Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor.
  • Select Tags: Select the tags to be removed from the contact for which you want to trigger the automation funnel.

New Form Submission (Fluent Forms) #

The Funnel will be initiated when a new form submission will happen in Fluent Forms that is being configured.

crm trigger form submission
  • Automation Name: Provide a Name for the Automation.
  • Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor.
  • Select Your Form: Select the target form.
  • Map Primary Data:
    • First Name: First Name of the Form Submitter.
    • Last Name: Last Name of the Form Submitter.
    • Email: Email Address of the Form Submitter. This is a required field.

The field will be available for mapping with the Form’s corresponding field. The left-hand side is FluentCRM fields and the right-hand side is user-submitted data from the form. Click the arrow-down sign to see all the mappable field items.

  • Map Other Data: All the other FluentCRM fields including the FluentCRM Custom Contact Fields will be available for mapping below the other field mapping. The left-hand side is FluentCRM fields and the right-hand side is user-submitted data from the form. Click the arrow-down sign to see all the mappable field items.
  • Subscription Status: Change the Subscription Status for the contact that submits the form according to FluentCRM Contacts Status.
  • Conditions: Specify what will happen if the subscriber already exists in the database or submitted the form already before. Checking this option means that the contact’s form submission will not trigger the automation if he/ she already submitted the form before triggering this automation.

WordPress Triggers #

There are 2 triggers based on WordPress Core activities.

crm automation trigger wp

New User Signup #

The funnel will start when a new user signs up for your website.

crm trigger user role
  • Automation Name: Provide a Name for the Automation.
  • Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor.
  • Subscription Status: Change the Subscription Status for the contact that submits the form according to FluentCRM Contacts Status.
  • If Contact Already Exists: Specify what will happen if the subscriber already exists in the database. You can either update if the contact is already present in the FluentCRM Contacts which means recurring triggering for the automation or Skip the automation for this contact.
  • Targeted User Roles: Select which user roles registration will trigger this automation Funnel. Leave blank to run for all user roles.

User Login #

This Funnel will be initiated when a user logs into your site.

crm trigger user login
  • Automation Name: Provide a Name for the Automation.
  • Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor.
  • Subscription Status: Change the Subscription Status for the contact that submits the form according to FluentCRM Contacts Status.
  • If Contact Already Exists: Specify what will happen if the subscriber already exists in the database. You can either update if the contact is already present in the FluentCRM Contacts which means recurring triggering for the automation or Skip the automation for this contact.
  • Targeted User Roles: Select which user roles registration will trigger this automation Funnel. Leave blank to run for all user roles.
  • Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.

That’s all for the CRM or Basic and WordPress Triggers. Please check for Ecommerce Triggers, Membership Triggers, and LMS Triggers too.

13 Comments

  1. Two popular integrations are (1) Zapier, and (2) DAP (DigitalAccessPass.com), the best high-end Membership plugin for WordPress. Will these two be supported?

  2. How would I set up an automated response when someone clicks a link in an email? I’d like to add a tag, and I found where to do that after the fact, but I’d like to set it up so it happens automatically without manual intervention.

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