MemberPress will help you build astounding WordPress membership sites, accept credit cards securely & sell online courses all without any difficult setup. Just follow this simple guide to learn how to integrate MemberPress with FluentCRM.
At first, go to your FluentCRM dashboard and click on the Create a New Automation button to add a new automation funnel.
Then you will see a pop-up window appear, here you can enter a suitable Internal Label. Then select the Category as MemberPress & click the Trigger, to start this Funnel once a membership level gets activated for a member. Lastly, click on the Continue button.
On the Automation Funnel page, you’ll notice a pop-up with some options to Set up the funnel. Add the Funnel Name and choose your Subscription Status from the dropdown menu. You can choose the Target Membership Levels from the dropdown menu. Lastly, click the Save Settings button.
Action blocks are tasks that you want to trigger from your side. On the Automation Funnel page, click on the plus icon. You will then find that a pop-up appears with a set of action blocks to choose from. It’s suggested that you select the Wait X Days/Hours block first. This can be used to wait before executing the action for a given time period.
Next, you can select Send Custom Email to your subscriber’s email address or use a custom email address. You can add the Internal Label, Send Email to, Email Subject, Email Pre-Header & Email Body to this block. You can also send a test email by clicking the Send a test email button. Lastly, click the Save Settings button.
Then, select the action block for Set Sequence Emails. You can enter the appropriate Internal Label here, and Select Sequence Email from the drop-down menu. And click the Save Settings button.
You can use the Apply Contact Block List to choose which list will be added to the contact. Simply select the desired lists and save your settings afterward.
You can also Send Campaign Email to send an email from your current campaign if you want. Other action blocks, such as Cancel Sequence Emails, Cancel Automations, Apply Tag, Remove from List & Remove from Tag, are available to use for your automation.
These are the goal or trigger items that your user is going to do & you can measure or add these steps to this funnel. And only when the action blocks are completed can these benchmarks be triggered.
Select the Link Click block that runs after a subscriber has clicked on the link provided. Before saving them, make sure to customize the settings.
If you want to add more then you can use trigger blocks like:
->List Applied: This will run when selected lists will be applied to a contact.
->Tag Applied: This will run when selected Tags will be applied to a contact.
->Tag Removed: It will run when selected Tags will be removed from a contact.
->List Removed: It will run when selected lists will get removed from a contact.
This is how the final output of the Easy Digital Downloads automation funnel looks like: