Introduction to FluentCRM Automation

Email Marketing & Automation in WordPress is the process of sending automated emails based on your audience’s behavior and automating various tasks inside the WordPress website that is initiated upon different activities and triggers. 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 or funneled workflow where your leads can get into a relationship with your business starting from different activities.

FluentCRM is a tool that automates tasks and also runs emails such as Email Campaigns, Email Sequences & Custom Emails. In this article, you will get a detailed walkthrough of the Marketing Automation, Sales Funnel & Email Sending based on specific activities from FluentCRM.

crm introduction 1
FluentCRM Concept

Glossary #

Before we dive deep into FluentCRM and Automation, Let’s learn some terms that are very important to know and frequently used.

  1. Automation Editor: The editor where you will be able to add, edit or modify your desired actions or activities in automation. To know more about this please visit Automation Editor.
  2. Triggers: Triggers are essential for initiating email marketing automation. There are a lot of triggers that can start or initiate automation in FluentCRM such as Primary Automation Triggers, Ecommerce Triggers, Membership Triggers, and LMS Triggers.
  3. Actions: Once an Automation is initiated you can add various actions that you want to run when such activities are triggered like Primary Actions, WordPress Actions, Email Actions, Goals or BenchMark Actions, LMS Actions, Miscellaneous Actions, and Conditional Automation Actions.
  4. Goals: Generally FluentCRM automation starts with a single and specific trigger. What if you want to run the same automation triggering based on another trigger? This way you could also benchmark the automation. To know more about this please visit Goals or BenchMark Actions.
  5. Conditionals: One of the most useful features of FluentCRM is that you have advanced and more control over what you want to do or customize your target more with the flexibility of the FluentCRM data. Please visit Conditional Automation Actions to learn more about such flexibility in using data-based conditions in automation.

Dashboard #

crm automation dashboard
  1. Searchbox: Search for any automation.
  2. Create New Automation Button: Create a new Automation and it will redirect to Editor.
  3. Import Button: Import any automation already exported in JSON format.
  4. Select Checkbox: Select single or multiple automation to apply bulk actions.
  5. ID: ID number of the automation.
  6. Title: Title of the automation.
  7. Trigger: Primary Trigger of the automation.
  8. Status: Status of the automation.
  9. Reports Button: Check report for the automation.
  10. Duplicate Button: Duplicate existing automation.
  11. Export Button: Export target automation.
  12. Delete Button: Delete target automation.
  13. Contact in Automation: Contact Number that is entered into the automation.

Editor & Diagram #

crm automation report diagram

This is the place where you will work mostly with Automation. You will be able to graphically view the workflow of the automation as you customize and configure it. Please visit Automation Editor to learn more.

Triggers #

As we know triggers are the initial activities that start automation. FluentCRM has a lot of triggers that lets you initiate automation.

  1. CRM triggersList Applied, List Removed, Tag Applied, Tag Removed, New Form Submission (Fluent Forms)
  2. WordPress TriggersNew User Signup, User Login
  3. WooCommerceNew Order (Processing), Order Completed, Order Refunded, Order Status Changed
  4. Easy Digital DownloadsEDD – New Order Success
  5. AffiliateWPAffiliateWP – New Affiliate Approved/Active Register
  6. MemberPressA member added to a membership level, A Subscription expired
  7. Paid Membership ProMembership Level Assignment of a User, Membership Level Expiration
  8. Restrict Content ProA Member Added to a Membership Level, Membership Cancelled
  9. Wishlist MemberA Member Added to a Membership Level
  10. LearnDash TriggersEnrolls in a Course, Completes a Course, Completes a Lesson, Completes a Topic, Enrolls in a Group
  11. LifterLMS TriggersEnrollment in a Course, Enrollment in a Membership, Student Completes a Lesson, Student Completes a Course
  12. TutorLMSEnrollment in a Course, Student Completes a Course

Actions #

These are the activities that you want to run automatically when any activity triggers the automation you configured based on the previous Triggers.

  1. Primary Actions: Wait X Days/Hours, Apply List, Apply Tag, Remove From List, Remove From Tag, Add Notes and Activity, Update Contact Property, Outgoing Webhook, Split (A/B Testing), Cancel Automation, End This Funnel Here
  2. WordPress Actions: Create WP User, Update WP User Meta, Change WP User Role
  3. Email Actions: Send Custom Email, Set Sequence Emails, Cancel Sequence Emails, Send Campaign Email
  4. Goals or BenchMark Actions: Order Received (WooCommerce), New Order Success (EDD), List Applied, Tag Applied, Tag Removed, List Removed, Link Click, Email Sequence Completed
  5. LearnDash: Enroll to Course, Remove from Course, Enroll to Group, Remove from Group
  6. LifterLMS: Enroll to Course, Remove from a Course, Enroll in a Membership Group, Remove from an LMS Membership
  7. TutorLMS: Enroll to Course, Remove from a Course
  8. Woocommerce: Change Order Status, Add Order Note
  9. Fluent Support: Create a Support Ticket
  10. Conditional Automation Actions: Contact, Contact Segment, Contact Activities, Custom Fields, WooCommerce, Easy Digital Downloads, AffiliateWP, LearnDash, LifterLMS, TutorLMS, Wishlist Member, Restrict Content Pro, Paid Membership Pro

Report #

Below is an example report screenshot of automation that is published and have multiple actions. To learn more detailed reporting details please visit Automation Reports.

crm automation report step
Steps Report
crm automation report individual detailed
Individual Report

That’s all as an introduction or overview of FluentCRM automation. Please review the relevant elements to learn and start working with FluentCRM automation to build your own funnel in the WordPress website.

41 Comments

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

    Let’s say my customer visited a specific page ‘https://domain.com/category-2/ 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?

    Thanks,

  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.
    Test emails work all, …JUST AUTOMATION DOES NOT WORK IN FLUENT FREE VERSION “AT ALL” !!! ????
    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, ..no 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: https://wpmanageninja.com/support.

      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: https://www.facebook.com/groups/fluentcrm/

      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,
    SM

  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.”

  13. Hi, good plugin, I’m selling an infoproduct, when the user wants to access the VSL he must put his email, so if he doesn’t buy I send him 3 more emails. My question is, If in the second email the user bought my information product, how can I add a Trigger or Tag or Event to know when this user bought me and then stop sending him the other emails? Is it possible?

    1. Hey Lenin, you can use a goal to determine if the user has purchased. And then you can set the rest of the emails conditionally.

    1. Hi Emmanuel, you can’t set up automation for deleting contacts. We recommend setting up a dynamic segment for that. Then, you may clean up your list manually on a monthly basis using our bulk action feature.

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