How to use email marketing automation with WordPress using FluentCRM

What is the fastest way to grow your business? You can start with capturing leads on your website with opt-ins, drip-feed content to your audience, or send out periodic promotional emails.

You see, every generated new lead is an opportunity for your business to grow. And you must adopt a system with which you can automate this process. Email automation are a much more effective strategy than email newsletters – they let you send out emails automatically to your subscribers based on schedules, behaviours, or events.

In this article, we’ll show you how to use email automation with WordPress using the FluentCRM plugin and Fluent Forms.

FluentCRM is similar to ConvertKit or ActiveCampaign, but FluentCRM works directly within your WordPress site. We recently wrote an in-depth review of FluentCRM; click here to read it. Before we jump into the tutorial, let’s take a quick look at the benefits of email automation.

Benefits of email automation

It is said that email automation bumps up your revenue up to 320% as compared to non-automated email campaigns. Here’s why it really works:

  • Marketers can personalize the content base on a user’s browsing activity, actions, and preferences.
  • More relevant content and timing for the emails, resulting in a higher open rate and conversions than the traditional email newsletter campaigns.
  • Subscribers receive emails at controlled times, such as when they have signed up for a free trial of a product, or when they are ready to purchase a product, or when they have abandoned the products in the cart.
  • Email campaigns run automatically after you configure them once; you don’t have to send emails to your mailing lists manually.
  • Triggers conversions from how the users interact with the emails.
  • More targeted and fewer emails since you will be sending out only relevant email sequences to users.

Now that we know the benefits let us jump right into creating email automation using FluentCRM. We will be using Fluent Forms to create a form to capture leads for an ebook sale. The users will enter their email address in the form, which will be the trigger for our email automation. 

In this example, we are creating email automation for an ebook sales funnel, and the user will receive an email with the link to the ebook download when they submit their email address into a form. Then we'll add the user to a mailing list; after 7 days, we’ll be sending another email for a LearnDash course recommendation to the user.

Email automation example

Step 1: Creating a form

Install and activate the Fluent Forms plugin from the WordPress repository. Create a new blank form using the New Form button.

Add an email field and customize the form as required and then click the Save Form button.

Creating a new form
Creating a new form

Copy the form shortcode and add it to the sidebar of your website.

Adding the form to the sidebar
Adding the form to the sidebar

Step 2: Creating email automation in FluentCRM

Now that we have created a form for capturing leads, which we will use to trigger the email automation, let us create the email automation using the FluentCRM plugin.

Note: We are using the FluentCRM Pro add-on in this tutorial which we have already installed and activated.

Go to WordPress Dashboard > FluentCRM > Automations tab and then click the Create a New Automation button. 

Enter the label for the automation funnel, select the CRM category, select the New Form Submission trigger for the automation, and then click the Continue button.

Creating a new automation funnel
Creating a new automation funnel

Next, select the lead capturing form from the drop-down menu, and map the form fields to the FluentCRM contact fields. In this case, we’ll be mapping the Email field. Select the ‘Subscribed' contact status to be automatically applied to the user when they submit the form, and then click the Save Settings button.

Mapping form fields to FluentCRM contact fields
Mapping form fields to FluentCRM contact fields

Step 3: Creating mailing lists

Go to WordPress Dashboard > FluentCRM > Contacts > Lists tab and then click the Create List button. 

Enter a title for the mailing list and then click the Confirm button.

Creating a new mailing list
Creating a new mailing list

Step 4: Adding actions to the email automation funnel

Actions are the tasks that you want the CRM to fire for the target contact when the email automation is triggered.

Click the + (add) button to add an action and then click the Send Custom Email action to create the email. 

Select the Send to the contact option, add a subject for the email and content into the email body content block, and then click the Save Settings button.

Creating the email
Creating the email
Automation Funnel actions
Automation Funnel actions

Repeat the process to add more actions, such as Applying List to the Contact, Waiting for x days, and more.

FluentCRM offers various actions that you can use such as Wait X Days/Hours, Send Custom Email, Apply List, Apply Tag, Remove From List, Remove From Tag, Send Campaign Email, Cancel Automations, Cancel Sequence Emails, Set Sequence Emails, Update Contact Property, and End This Funnel Here.

Once you are happy with the actions and the email automation settings, click the toggle bar for Status to publish the automation and start using it on your site.

Publishing the email automation
Publishing the email automation

Congrats! You just set up your first email automation using FluentCRM.

Step 5: Viewing email automation funnel reports

FluentCRM helps you keep track of everything on a granular level for every email automation you create. You have the overview in the chart format, detailed step report, and in-depth email analytics. You always stay ahead of the game when it comes to email automation with these awesome insights right from within your WordPress site.

To view the reports, go to WordPress Dashboard > FluentCRM > Automations tab and then click the Reports button for the automation funnel of your choice.

Viewing automation funnel reports
Viewing automation funnel reports

You can view in-depth email analytics and individual email reports of the automation triggered by FluentCRM.

Viewing email analytics reports
Viewing email analytics reports

Having an email automation setup on your site would save you precious time and make your life way easier to capture leads. You would quickly build a mailing list and keep nurturing your leads to turn them into loyal customers in the long run.

Some scenarios where you can use email automation:

  • WooCommerce product upsells: When a user buys product A, you can send an email to upsell product B.
  • LearnDash LMS courses: When a user finishes a free course or enrols in a free course, send recommendations for paid courses. Drip feed course content to users.
  • Affiliate marketing: Set up affiliate newsletters to your mailing lists to boost your commission sales.
  • WordPress new users: When a new user signs up on your website, send them a sequence of welcome emails.

and many more.

Now that you know how to set up and use email automation on your WordPress site with FluentCRM, what scenario would you use it for? Let us know in the comments below.

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Francisco is a WordPress Jedi, Digital Marketing Wizard and Growth Expert. He has been working with BuddyBoss for the last couple of years and contributing to their fantastic growth! His mission is to help businesses grow by using his expertise in digital marketing growth and content creation to develop strategies that will take your business to the next level!
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