Learndash is one of the most popular LMS plugins for WordPress. If you have created an eLearning course platform on WordPress using Learndash, FluentCRM can help you automate your course marketing with activity monitoring contact segmentation, email marketing, and many more. Follow this simple guide to learn how to automate these tasks with FluentCRM!
Lead generation and segmentation #
FluentCRM lets you capture your Learndash students as leads and lets you tag contacts based on course enrollment and course completion.
Setting up tags in LearnDash Courses #
In order to capture and apply tags based on course enrollment and course completion, go to edit your Learndash course and switch to the Settings tab. Then, from Course Access Settings, you’ll need to select the tags you want to apply when course enrollments and course completions happen.
Setting up tags in LearnDash Groups #
While you’re editing a Learndash group, go to Settings. Under the Access Mode, you’ll find the FluentCRM tag setting. From here, you can choose the FluentCRM tags you want to Apply on Group Enrollments. If you want, you can also enable or disable Remove Tags on Group Leave.
Marketing Automation #
FluentCRM also lets you automate a wide range of tasks such as sending behavioral emails, email sequences, contact property updates, and many more.
FluentCRM’s email marketing automation includes four major elements. These are:
- Triggers: Triggers are essential for initiating email marketing automation. They can be behavior-based, or time-based. Learn more about FluentCRM’s Triggers here.
- 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
- 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
- Conditionals: Conditionals will let you set multiple paths based on if/else conditions. Learn more about FluentCRM Conditionals here.
At first, from your FluentCRM dashboard & go to the Automations option. Then click on the Create a New Automation button to add an automation funnel.
You will notice a pop-up window appear, where you have to add a suitable Internal Label and choose the trigger that will initiate an automation funnel. You can choose one from five available Learndash Triggers.
- Enrolls in a Course: This will let you trigger an automation funnel when someone enrolls in a Learndash course.
- Completes a Course: This will let you trigger an automation funnel when someone completes a Learndash course.
- Completes a Lesson: This will let you trigger an automation funnel when someone Completes a lesson in a Learndash course.
- Completes a Topic: This will let you trigger an automation funnel when someone completes a topic in a Learndash course lesson.
- Enrolls in a Group: This will let you trigger an automation funnel when someone enrolls in a group in Learndash.
Apart from these triggers, FluentCRM also comes with lots of other triggers. To see the full list of triggers and learn how to configure them, please check this documentation.
When you select a trigger and click Continue, a pop-up box will appear with some options to set up the trigger. Once you’re done setting up the trigger, you can use Actions, Goals, and Conditionals to design your marketing automation Funnel.
Actions blocks are tasks that you wish to trigger from your side. Click on the plus icon on the Automation Funnel page. Then you will notice a pop-up appear with a set of action blocks to choose from.
From here, you can choose any type of action block. FluentCRM offers 15 action blocks for Learndash marketing automation. Please check our funnel action blocks documentation to find out how to use action blocks.
Goals/Trigger blocks are goal or trigger items that your user might do. They let you measure these steps and automate the funnel based on goal completion.
Click on the plus icon(+) to open the pop-up for selecting the Goals. For Learndash, you can choose List Applied goal. This trigger block will run once a list is applied to a contact within the automation funnel. In this block, you can add an internal label, specify the list for which the goal applies, and Benchmark Type.
Click Save Settings when you’re done. if you want to use other goals or benchmarks, please check our goal/benchmark documentation.
Conditionals are conditional logic. If you want to automate different activities based on If/Else conditions, you can choose a conditional. For Learndash, FluentCRM allows you to automate different activities based on two conditionals.
[Learndash] Check if the Contact Enroll a Course: With this conditional block, you can conditionally check if your contact enrolled in a course in Learndash. If any of the courses have been enrolled by the contact it will result as YES, otherwise, it will be a NO. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.
[Learndash] Check if the Contact is in a Group: With this conditional block, you can conditionally check if your contact is in a group in LearnDash. If any of the contacts are in a group it will result as YES, otherwise, it will be a NO. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.
If you want to use other conditionals please check out this documentation.