Connect MemberPress with FluentCRM - Step-by-Step Integration Guide

Table

Creating the Automation Funnel
Adding Actions to the Funnel
Customizing and Testing the Funnel

Creating the Automation Funnel

MemberPress and FluentCRM are powerful tools that can be integrated to create effective automation funnels for your membership site. In this step-by-step guide, we will walk you through the process of connecting MemberPress with FluentCRM to create a seamless and automated experience for your members.

Step 1: Go to your FluentCRM dashboard

To begin the integration process, log in to your FluentCRM dashboard. If you don't have an account, you can sign up for one on the FluentCRM website.

Step 2: Click on the Create a New Automation button

Once you are logged in to your FluentCRM dashboard, locate the "Create a New Automation" button and click on it. This will open up the automation builder where you can start building your automation funnel.

Step 3: Enter a suitable Internal Label

Give your automation funnel a suitable internal label that will help you identify it later. This label is for your reference only and will not be visible to your members.

Step 4: Select the Category as MemberPress

In the automation builder, you will see a dropdown menu where you can select the category for your automation funnel. Choose "MemberPress" from the list of available categories.

Step 5: Click the Trigger to start the funnel once a membership level gets activated for a member

Next, you need to set up the trigger for your automation funnel. Click on the "Trigger" block and select the option to start the funnel once a membership level gets activated for a member.

Step 6: Click on the Continue button

After setting up the trigger, click on the "Continue" button to proceed to the next step of the automation funnel setup.

Step 7: Add the Funnel Name

Give your automation funnel a name that will be visible to your members. This name will help them identify the automation funnel they are a part of.

Step 8: Choose your Subscription Status

Choose the subscription status that you want to associate with this automation funnel. This will determine which members will be included in the automation funnel.

Step 9: Choose the Target Membership Levels

Select the membership levels that you want to include in the automation funnel. Only members with these specific membership levels will be part of the automation funnel.

Step 10: Click the Save Settings button

Once you have set up all the necessary details for your automation funnel, click the "Save Settings" button to save your changes.

Adding Actions to the Funnel

Now that you have set up the basic structure of your automation funnel, it's time to add actions to it. Actions are the steps that will be executed when a member triggers the automation funnel.

Step 11: Click on the plus icon to add an action block

In the automation builder, click on the plus icon to add an action block to your automation funnel.

Step 12: Select the Wait X Days/Hours block

From the list of available action blocks, select the "Wait X Days/Hours" block. This block will introduce a delay in the automation funnel before the next action is executed.

Step 13: Set the desired time period

Set the desired time period for the delay in the automation funnel. This will determine how long the system will wait before executing the next action.

Step 14: Select Send Custom Email

Next, select the "Send Custom Email" action block from the list of available action blocks. This block will allow you to send a custom email to the member.

Step 15: Enter the necessary details (Internal Label, Send Email to, Email Subject, Email Pre-Header, Email Body)

Enter the necessary details for the custom email, including the internal label, the recipient of the email, the email subject, the email pre-header, and the email body. Customize these details to fit your specific needs.

Step 16: Click the Save Settings button

Once you have entered all the necessary details for the custom email, click the "Save Settings" button to save your changes.

Step 17: Select the action block for Set Sequence Emails

Next, select the "Set Sequence Emails" action block from the list of available action blocks. This block will allow you to set up a sequence of emails to be sent to the member.

Step 18: Enter the appropriate Internal Label

Enter an appropriate internal label for the sequence of emails. This label will help you identify the sequence of emails later.

Step 19: Select Sequence Email from the dropdown menu

From the dropdown menu, select the sequence email that you want to include in the automation funnel. This will determine which sequence of emails will be sent to the member.

Step 20: Click the Save Settings button

Once you have selected the sequence email, click the "Save Settings" button to save your changes.

Step 21: Use the Apply Contact Block List to choose which list will be added to the contact

If you want to add the member to a specific contact block list, use the "Apply Contact Block List" action block. This block will allow you to choose which list will be added to the contact.

Step 22: Select the desired lists

Select the desired lists that you want to add the member to. These lists can be used for further segmentation and targeting in your FluentCRM campaigns.

Step 23: Save your settings

Once you have selected the desired lists, click the "Save Settings" button to save your changes.

Step 24: Optionally, use the Send Campaign Email block to send an email from your current campaign

If you want to send an email from your current campaign, you can use the "Send Campaign Email" action block. This block will allow you to select an email from your current campaign and send it to the member.

Step 25: Use other action blocks as needed (Cancel Sequence Emails, Cancel Automations, Apply Tag, Remove from List, Remove from Tag)

Depending on your specific needs, you can use other action blocks such as "Cancel Sequence Emails," "Cancel Automations," "Apply Tag," "Remove from List," and "Remove from Tag" to further customize your automation funnel.

Customizing and Testing the Funnel

Now that you have added the necessary actions to your automation funnel, it's time to customize and test it before launching it to your members.

Step 26: Set up Benchmark/Trigger Blocks to measure or add steps to the funnel

If you want to measure the performance of your automation funnel or add additional steps to it, you can set up benchmark/trigger blocks. These blocks will allow you to track specific actions or add new steps based on certain conditions.

Step 27: Customize the settings for each block

Customize the settings for each block in your automation funnel to fit your specific needs. This includes setting up delays, selecting email templates, and choosing the appropriate lists and tags.

Step 28: Add additional trigger blocks if desired (List Applied, Tag Applied, Tag Removed, List Removed)

If you want to add additional trigger blocks to your automation funnel, you can do so by selecting the desired trigger blocks from the list of available options. These trigger blocks will allow you to add new steps based on specific conditions such as list applied, tag applied, tag removed, or list removed.

Step 29: Save the automation funnel

Once you have customized your automation funnel to your satisfaction, click the "Save" button to save your changes.

Step 30: Test and review the final output of the automation funnel

Before launching your automation funnel to your members, it's important to test and review the final output. Make sure all the actions are working as expected and that the emails are being sent correctly. This will ensure a smooth and seamless experience for your members.