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Actions blocks are tasks that you want to fire from your side for the target contacts within a funnel. FluentCRM has several action blocks:
Wait defined timespan before executing the next action.
Add this contact to the selected lists.
Add this contact to the selected Tags.
Remove this contact from the selected lists.
Remove this contact from the selected Tags.
This action lets you update custom contact properties for the contacts within the automation.
In order to update a custom field, simply Select a Contact Property from the dropdown and add the value you want to update.
Outgoing webhooks let you send your subscriber data within the automation to external servers and platforms.
To send data to external servers and platforms, select your Data Send Method, you can choose both Get and Post method. Next, provide your Webhook URL and Select Request Format(you can do both JSON and Form). Choose what data you want to send(you can send Full Subscriber Data or Custom Data) and select whether you want to Request Header or not.
If you have a lot of tasks running, you may want to enable the option to Send Webhook Data as Background Process.
This action lets you add custom notes and activities for the contacts within automation.
To add notes and activities to the contacts in your automation automatically, select this block. In the pop-up window, select your contacts Activity Type, give a Title and write your description.
A new action block has been added which is the “End This Funnel Here Action”. If you apply this action then no further action will run once a contact hits this point. This automation will be marked as completed in this point for a contact.
Send a custom Email to your subscriber or custom email address.
Send Automated Emails based on your Sequence settings.
Cancel Sequence Emails for the contact.
Send an Email from your existing campaign.
This lets you cancel automation for the contacts within your automation.
With this block, You can create WordPress user profiles for contacts within your automation funnel.
First, select the User Role you want to give. If the user requires a password, you can choose to Generate Passwords Automatically. If you want, you can also map User Meta Key and select whether you want to send the user a notification with their username and password.
This action block lets you update WordPress user meta values for the contacts within your automation funnel. For that, simply select the block and map user data as per your preference.
This action block lets you change WordPress user roles of the contacts within your automation. For that, click the action block and choose the WordPress user role you want to assign. If your contact already has a role, you can also choose to replace their existing user role here.
If you are using a WooCommerce trigger, you’ll find Change Order Status action within the Actions. This action lets you change the order status in WooCommerce for the contacts within the automation funnel.
If you are using a WooCommerce trigger, you’ll find Add Order Note action within the Actions. This action lets you add a Private Note or Notes to Customer in WooCommerce for the contacts within the automation funnel.
Does FluentCRM support retargeting pixels?
I’m looking to purchase fluentcrm but how do you add condition ?
– if customer has 0 purchase
– if customer spent more than $99
Also how do you add suggested products in email template base on customer product view history ?
And a link to his abandoned cart…
These are mandatory for any e-commerce marketing email software !
If I use the “Cancel Sequence Emails” does that stop all unsent emails for that contact?
In other words, if they are in the sequence on email #3 of 10 and the automations cancels they won’t receive any further emails in the sequence, correct?
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