• Resolved dannywhitehead

    (@dannywhitehead)


    Hi.

    I’m trying to set up a very basic thing – an automation that sends a welcome email to new subscribers.

    There’s a trigger for filling out specific forms, but our new subscribers will come from various places on the site (a popup that uses FluentForms, the footer of the theme which isn’t a FluentForm and a tickbox on the checkout page that is also part of the theme).

    There’s a trigger for new contacts, but they could include non-subscribers.

    Is there no simple ‘subscribed’ trigger?

Viewing 4 replies - 1 through 4 (of 4 total)
  • Hi Danny,

    There isn’t a separate trigger named “New Subscriber” or “Subscribed” at the moment.

    However, for your case you can use the Contact Created trigger. By default, FluentCRM automation actions only run for contacts with Subscribed status. So if you keep “Run the automation actions even if the contact status is not subscribed” disabled, the automation will not run for Pending, Unsubscribed, or other non-subscribed contacts.

    That means even if contacts are coming from different places, such as a Fluent Forms popup, theme footer form, or checkout opt-in, the welcome automation can still be handled from one place, as long as those sources create the FluentCRM contact with Subscribed status.

    If any source creates the contact as Pending for double opt-in, the automation will wait until the contact confirms and becomes Subscribed.

    So there is no separate “subscribed” trigger, but Contact Created with the non-subscribed option disabled should cover this use case.

    Thank you.

    Thread Starter dannywhitehead

    (@dannywhitehead)

    OK. I’ve set up a Contact Created automation to send an email, it’s adding the contact as subscribed, but it’s not sending the email.

    I’m beginning to regret buying the Pro version. The basic setup is ridiculously confusing. And don’t mark topics as resolved unless the customer tells you it’s resolved.

    Thread Starter dannywhitehead

    (@dannywhitehead)

    What I need is really basic stuff.

    If a customer subscribes, whether through a form or at checkout, they get a welcome to the newsletter email.

    If a customer doesn’t subscribe but creates an account, they get added as a contact but they don’t get a welcome email.

    Tell me how to set that up. I’ll try it and get back to you. If it works, and only then, mark this as resolved.

    Hi Danny,

    If the Contact Created (pro feature) trigger is running but the email is not being sent, please check your FluentCRM email sending settings first.

    The Contact Created trigger with “Run the automation actions even if the contact status is not subscribed” disabled should work for subscribed contacts. However, since this may involve Pro features and your specific checkout/form integration setup, we’ll need to check it through our official support channel.

    Please open a support ticket from your WPManageNinja account so our team can review the setup properly. On the WordPress.org forum, we can only provide support for the free plugin features.

    If you are using Fluent Forms with the New Form Submission trigger, that is available in the free version. For a newsletter subscription form, you can use that trigger and send the welcome email after the subscriber confirms double opt-in.

    Thank you.

Viewing 4 replies - 1 through 4 (of 4 total)

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