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Marketing Automation · Marketing

Send signups down a plan-specific onboarding track

New signups route by chosen plan into free, pro, and enterprise onboarding tracks, each getting a tailored welcome and internal alert. Uses a Router.

Fluent FormsFluent Forms RouterRouter SlackSlack EmailEmail
~12 min setup used by 977 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.

Fluent Forms → Router → Slack
6 steps
Fluent Forms
TRIGGER
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.
Router
LOGIC
Router · 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Enterprise, Pro, Free — so different cases get different actions.
Slack
ACTION
Slack · Send Channel Message
On the “Enterprise” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Email
ACTION
Email · Send Email
On the “Enterprise” 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.
Email
ACTION
Email · Send Email
On the “Pro” 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.
Email
ACTION
Email · Send Email
On the “Free” 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.
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.

Keep exploring

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