A webform is one of the most effective ways to collect leads without breaching any boundaries. FluentCRM includes forms that help you gain information about your prospect and adds contacts who are interested in what you have to offer. Just follow this simple guide to learn how to integrate WP Fluent Forms with FluentCRM.
At first, make sure you have WP Fluent Forms plugin installed in your dashboard.
Then go to the FluentCRM dashboard & click on Automations tab. And click on the Create a New Automation button to make a new automation funnel.
You will notice a pop-up box appear, where you need to add an Internal Label. Select the category as Forms & Trigger, then click the Continue button.
After clicking the continue button, a pop-up box will appear with options to set up the funnel. You can name the funnel, select your preferred form and map the Primary Data. You can also Map Other Data like a Contact Property. Then select the Subscription Status & check the Run this automation only once per contact. If unchecked then it will override existing flow if needed.
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.
You can 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:
->New Order Success in EDD: This will run once new order will be placed as processing in EDD.
->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 Fluent Forms automation funnel looks like:
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