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.
LearnDash Triggers #
Enrolls in a Course #
When a student enrolls in a course, the funnel will begin.
- 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.
- Target Courses: Choose the courses for which this automation will run.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Completes a Course #
When a student completes a course, the Funnel will begin.
- 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.
- Target Courses: Choose the courses for which this automation will run.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Completes a Lesson #
When a student completes a lesson, the Funnel will begin.
- 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.
- Target Courses: Choose the courses for which this automation will run.
- Target Lesson: Choose the Lesson for which this automation will run.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Completes a Topic #
When a user completes a lesson topic, the funnel will begin.
- 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.
- Target Courses: Choose the courses for which this automation will run.
- Target Lesson: Choose the Lesson for which this automation will run.
- Target Topics: Choose the topics for which this automation will run.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Enrolls in a Group #
When a user joins a group, the funnel will begin.
- 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.
- Target Groups: Choose which groups will be affected by this automation.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
LifterLMS Triggers #
There are 4 triggers of LifterLMS in FLuentCRM that can initiate automation.
Enrollment in a Course #
The funnel will start when a student enrolls in a course.
- 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.
- Target Courses: Choose the courses for which this automation will run.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Enrollment in a Membership #
The Funnel will start when a student enrolls in a membership level.
- 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.
- Target Memberships: Select for which memberships this automation will run. Leave blank to run for all memberships.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Student Completes a Lesson #
The Funnel will start a student completes a lesson.
- 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.
- Target Lessons: Select for which lessons this automation will run. Leave blank to run for all lessons.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Student Completes a Course #
The Funnel will start a student completes a Course.
- 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.
- Target Courses: Select for which courses this automation will run. Leave blank to run for all courses.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
TutorLMS #
If you are using TutorLMS then you can initiate automation with 2 more triggers.
Enrollment in a Course #
The funnel will start when a student enrolls in a course.
- 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.
- Target Courses: Select for which courses this automation will run. Leave blank to run for all courses.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
Student Completes a Course #
The Funnel will start when a student completes a Course.
- 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.
- Target Courses: Select for which courses this automation will run. Leave blank to run for all courses.
- Restart: Check this option if you want the automation to run multiple times for the contact that triggers the automation.
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