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Email Marketing & Onboarding · Marketing

Confirm newsletter signups and add them to FluentCRM (double opt-in)

Send a confirmation email first, add the contact to FluentCRM, then follow up with a welcome once they’re in.

Fluent FormsFluent Forms EmailEmail FluentCRMFluentCRM DelayDelay
~8 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.

Fluent Forms → Email → FluentCRM
5 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.
Email
ACTION
Email · Send Email
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
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.
Delay
LOGIC
Delay · Delay For
The workflow pauses for 1 days before continuing — perfect for reminders and timed follow-ups.
Email
ACTION
Email · Send Email
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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