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Marketing Automation · Marketing

Welcome first-time buyers differently from repeat customers

A Branch checks order count; first-time buyers get an onboarding welcome, repeat customers get a loyalty thank-you and reward tag.

WebhookWebhook BranchBranch EmailEmail FluentCRMFluentCRM
~12 min setup used by 1.6k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Webhook → Branch → Email
6 steps
Webhook
TRIGGER
Webhook · Capture Webhook Response
The workflow starts when data is sent to its unique webhook URL. Point any app, form or service at the URL and its payload flows into every step below.
Branch
LOGIC
Branch · First order?
The Branch evaluates "First order?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
Email
ACTION
Email · Send Email
On the Yes path (condition met) — 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.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the Yes path (condition met) — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
Email
ACTION
Email · Send Email
On the No path (otherwise) — 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.
FluentCRM
ACTION
FluentCRM · Add Note to Contact
On the No path (otherwise) — FluentCRM — adds a note to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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