Lesson 1, Topic 1
In Progress

Funnel Action Blocks

Actions blocks are tasks that you want to fire from your side for the target contacts within a funnel. FluentCRM has several action blocks:

Wait X Days/Hours

Wait defined timespan before executing the next action.

Apply List

Add this contact to the selected lists.

Apply Tag #

Add this contact to the selected Tags.

Remove From List #

Remove this contact from the selected lists.

Remove From Tag #

Remove this contact from the selected Tags.

Update Contact Property

This action lets you update custom contact properties for the contacts within the automation.

In order to update a custom field, simply Select a Contact Property from the dropdown and add the value you want to update.

Outgoing Webhook

Outgoing webhooks let you send your subscriber data within the automation to external servers and platforms.

To send data to external servers and platforms, select your Data Send Method, you can choose both Get and Post method. Next, provide your Webhook URL and Select Request Format(you can do both JSON and Form). Choose what data you want to send(you can send Full Subscriber Data or Custom Data) and select whether you want to Request Header or not.

If you have a lot of tasks running, you may want to enable the option to Send Webhook Data as Background Process.

Add Notes and Activity

This action lets you add custom notes and activities for the contacts within automation.

To add notes and activities to the contacts in your automation automatically, select this block. In the pop-up window, select your contacts Activity Type, give a Title and write your description.

End This Funnel Here

A new action block has been added which is the “End This Funnel Here Action”. If you apply this action then no further action will run once a contact hits this point. This automation will be marked as completed in this point for a contact.

Send Custom Email

Send a custom Email to your subscriber or custom email address.

Set Sequence Emails

Send Automated Emails based on your Sequence settings.

Cancel Sequence Emails #

Cancel Sequence Emails for the contact.

Send Campaign Email

Send an Email from your existing campaign.

Cancel Automation

This lets you cancel automation for the contacts within your automation.

Create WordPress User

With this block, You can create WordPress user profiles for contacts within your automation funnel.

First, select the User Role you want to give. If the user requires a password, you can choose to Generate Passwords Automatically. If you want, you can also map User Meta Key and select whether you want to send the user a notification with their username and password.

Update WP User Meta

This action block lets you update WordPress user meta values for the contacts within your automation funnel. For that, simply select the block and map user data as per your preference.

Change WP User Role

This action block lets you change WordPress user roles of the contacts within your automation. For that, click the action block and choose the WordPress user role you want to assign. If your contact already has a role, you can also choose to replace their existing user role here.

Change Order Status(WooCommmerce Only)

If you are using a WooCommerce trigger, you’ll find Change Order Status action within the Actions. This action lets you change the order status in WooCommerce for the contacts within the automation funnel.

Add Order Note(WooCommmerce Only)

If you are using a WooCommerce trigger, you’ll find Add Order Note action within the Actions. This action lets you add a Private Note or Notes to Customer in WooCommerce for the contacts within the automation funnel.