Deliver campaign signups to the channel they prefer

A campaign form captures a preferred channel (whatsapp, sms or email). A Router sends the follow-up only by that channel, using the signup’s phone or email, and the three routes match different channel values so each signup gets one message.

Fluent Forms

Router

WhatsApp Cloud API

Twilio

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5 steps Setup ~8 min Used on 2.4k sites Marketing Free to import

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Fluent Forms New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
Step 2Logic
Router 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — WhatsApp, SMS, Email — so different cases get different actions.
Step 3Action
WhatsApp Cloud API Send Text Message
On the “WhatsApp” path — WhatsApp Cloud API runs its "Send Text Message" action using data mapped from earlier steps. Connect your WhatsApp Cloud API account on import and it's live.
Step 4Action
Twilio Send SMS
On the “SMS” path — Twilio — send SMS to a number using Twilio. Data is mapped from earlier steps; connect your Twilio account on import.
Step 5Action
Email Send Email
On the “Email” path — Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.

What you need

FlowMatticCore
Fluent Forms PluginPlugin
WhatsApp Cloud API AccountAccount
Twilio AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.