Fluent Forms is a WordPress plugin that lets you to capture leads using forms for your website.
Autonami integrates perfectly well with Fluent Forms. In order to work with the Fluent Forms, make sure you've installed the plugin on your WordPress site.
Let’s consider a scenario where a user submits a form and chooses a specific option provided in that form, we will send them a follow-up email.
So if they select “yes” for the question - ‘Are you interested in Autonami?” - then we'll send an email informing more about it.
Let's learn how to build this automation using Fluent Forms.
Step 1: Create a new form using Fluent Forms
Under Fluent Forms, click on New Form.
Create your form using the drag and drop feature provided by Fluent Forms.
We have created a form like this:
Step 2: Add a new automation and Select ‘Form Submits’ from list of events
Go to Campaigns ⇨ Automation and click on Add New.
Add your event - Form Submits under Fluent Forms.
Click on Continue.
Step 3: Select the form and map the fields
You’ll see the lists of forms. Select the one that you've created.
Now, map the email field.
Once done, click on the workflow to automatically save your automation.
Step 4: Select ‘Conditional Action’ to set up rules for your automation
Click on the ‘+’ icon to select your actions. You can make a selection from direct or conditional action based on how you want to set up your automation.
Select the Conditional Action to set up rules.
Select the ‘Form Field’ rule under the ‘IF’ section. Here, we have selected the "Are you interested in trying out Autonami" field.
Once done, click on the workflow outside.
Step 5: Select ‘Send Email’ as action
You’ll find the action - Send Email under Messaging as shown here:
Click on Continue.
Step 6: Select the merge tag
You can create a personalized message using a number of merge tags.
Click on Merge tags.
Click on Select next to Form Field.
Select the email.
Now copy the merge tag by clicking on Copy To Clipboard.
Paste this merge tag in the email field.
Step 7: Compose your email
You can use the name merge tag for the personalized email.
The process of selecting the name merge tag is the same as above.
Compose your email content body.
Step 8: Make your automation live and test it out
Turn the toggle to Active.
Now your automation is live and running.
Testing the Automation
Next, to test the automation go to Fluent Forms >> Select ‘All Forms’ >> Choose ‘Preview’ option for the form that you’ve used to set up your automation.
When you click on ‘Preview’, the form opens up.
Here you’ll have to key in values.
Keep in mind that you enter a valid email address where you’ll receive an email from Autonami.
Also, make sure that you choose ‘Hell yes!’ as the option here:
Once you enter the details, hit the ‘Submit Form’ button.
When you do that, check your inbox for an email. The email should look like this:
So, this is just one use case of using Autonami with Fluent Forms. You can create and try out several other use cases as per your requirement.