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FluentCRM: How to create and launch automated email campaigns and sequences

In our previous tutorial, we learnt how to use email marketing automation with WordPress using FluentCRM. Today, we’ll talk about how to create and launch automated email campaigns and sequences. Before we jump into the tutorial, let’s take a quick look at the what, why, and when of the email campaigns and sequences.

What are email campaigns and why are they used?

An email campaign is a sequence of marketing efforts that contacts multiple recipients at once. They are designed to reach out to your subscribers with valuable content and relevant offers from time to time. They help you build a rapport with your customers and trustworthiness for your brand.

Email campaigns help you to:

  • Nurture leads,
  • Collect data from subscribers,
  • Keep customers engaged,
  • Boost conversions,
  • Communicate with your customers easily and more effectively,
  • Improve business and revenue growth.

What are email sequences and why are they used?

Email sequences are a set of emails that are sent one after the other to a mailing list. They act as a time saver in email marketing strategies. You create an email sequence once, and then you can reuse them to send them to multiple mailing lists or customers to boost sales, communicate better, and build a personal relationship between your brand and customers.

What is the best time to send an email campaign?

Typically, the best time to send out email campaigns is Tuesday, Wednesday and Thursday. Monday is the busiest day of the week; on Friday, people try to wrap everything up for the weekend. Saturday and Sunday are often lazing out or family days.

The best hours to send emails:

  • Around 6 am – early morning habit of checking phones in bed;
  • Around 10 am – beginning of a working day;
  • Around 2 pm – lunch and coffee breaks;
  • From 8 pm to midnight – people are usually free during these hours and check their emails before ending their day and heading off to sleep.

Another way of identifying the optimal time to send emails is to use A/B testing. A/B testing measures your email campaign’s success by open rates and click-through rates (CTR). 

Now that we know the what, why and when – let’s see an example of how you can create and launch an automated email campaign and sequence using FluentCRM. For this tutorial, we are creating a campaign for sending out discount coupons to customers who have already bought a product on our WooCommerce store. 

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

Step 1: Creating a mailing list for the email campaign

Let us first create a mailing list which will automatically add user emails when they purchase a WooCommerce product on your site.

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

Step 2: Creating a email sequence

Now we’ll create an email sequence that sends out product recommendations immediately after the purchase and then a feedback email after 5 days. Go to WordPress Dashboard > FluentCRM > Emails > Email Sequences and then click the Create New Sequence button. 

Add a title for the email sequence, and then click the Next button. Now click the Add a Sequence Email button to open the email creation wizard.

Compose the email, make the necessary configuration and then click the Save button.

Creating a email sequence

Click the Back to Sequence button to add another email in the sequence. Click the Add another Sequence Email button to open the email composer wizard again.

Creating another email in the sequence

We have created an email sequence successfully. 

Email sequence preview

Step 3: Creating an email automation

Now that we have created an email sequence, time to create email automation using the FluentCRM plugin, which will trigger when a user purchases a product.

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 WooCommerce CRM category, select the WooCommerce – New Order trigger for the automation, and then click the Continue button.

Creating a new automation funnel

Next, configure the WooCommerce order conditions to trigger the automation. You can select specific orders’ purchase to trigger the automation or a specific product category. Select the ‘Subscribed' contact status to be automatically applied when a user makes any type of purchase, and then click the Save Settings button.

Configuring the WooCommerce purchase trigger

Step 4: Adding actions to the automation funnel

Now we’ll add the actions for the email automation when a user purchases a WooCommerce product.

Click the + (add) button to add an action, click the Apply List action, select the newly created list ‘Purchased customers’, and then click the Save Settings button.

Click the + (add) button to add an action, click the Set Sequence Emails action, select the email sequence we created ‘After WooCommerce Purchase’, and then click the Save Settings button.

Setting email sequence in an automation funnel

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.

Email automation preview

When a user purchases a product, the email automation will run, and they will be added to a mailing list which we will use to send out an email campaign.

Automation Funnel report

Step 5: Creating an email campaign 

Now we will create an email campaign that will be sent to the mailing list.

Go to WordPress Dashboard > FluentCRM > Emails > All Campaigns and then click the Create New Campaign button. 

Add a title for the campaign in the textbox and then click the Continue button.

In the Compose tab, create the email for the campaign and then click the Continue button.

Email Campaign – Compose tab

In the Subject & Settings tab, add a subject to the email. You can add multiple subjects by enabling the A/B testing option. Add UTM parameters for the URLs for tracking your campaign success. Click the Continue to Next Step button after you are done.

Email Campaign – Subject & Settings tab

In the Recipients tab, select the contacts you want to send out the campaign to. You can choose to send campaigns based on lists and tags, or create dynamic segments. We are going to send the campaign to the ‘Purchased customers’ mailing list. You can also opt to exclude contacts based on lists and tags. Click the Continue to Next Step button after you are done.

Email Campaign – Recipients tab

In the Review & Send tab, you can send the campaign email immediately or schedule it. Select a date and time to send the email, and then click the Schedule this campaign button.

Email Campaign – Review & Send tab

Step 6: Adding the email campaign to the automation funnel

Go to the automation funnel via WordPress Dashboard > Automations, click the + (add) button to add an action, click the Send Campaign Email action, select the email campaign we created ‘Limited period sale’, and then click the Save Settings button.

Adding the email campaign action to automation funnel

To view the reports, go to WordPress Dashboard > FluentCRM > Automations tab and then click the Reports button for the automation funnel of your choice. You can see the automation sequence that has been executed for each individual in the automation funnel.

Automation funnel sequence

That’s how you create and launch automated email campaigns and sequences using FluentCRM for WooCommerce. You can create email sequences to welcome new users to your site, upsell products, anything you can think of automating to reach out to your customers.

Tell us your idea for the next email campaign on your site in the comments below.

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Francisco
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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