Email a personalized card when a FluentCRM contact is added to a tag

When a FluentCRM contact gets a tag, Image Builder renders a card from your saved image template and the contact is emailed a link to it, ready for milestones, thank-yous and welcomes.

FluentCRM

Image Builder

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3 steps Setup ~5 min Used on 510 sites Marketing Free to import

The Email a personalized card when a FluentCRM contact is added to a tag workflow on the FlowMattic canvas, with 3 steps across FluentCRM, Image Builder, Email — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Tags in FluentCRM often mark a moment: a first purchase, a course finished, a year as a member. A short email with an image made for that person feels more personal than a stock newsletter. This workflow turns a tag into that email, using an image design you build once in FlowMattic.

The FluentCRM Contact Added to Tags trigger fires when a contact is added to one or more tags, and passes the contact's email, first name and other details. As imported, any tag a contact receives sends a card. If the card belongs to one milestone, put a Filter between the trigger and the Image Builder step that continues only for that tag.

Image Builder then renders a PNG from a saved image template through Cloudflare Browser Rendering and stores it in the Media Library, named card- followed by the contact's first name. It needs your Cloudflare details in FlowMattic's settings. Template ID 8 is the author's placeholder, so select your own design. No contact data is mapped into the template's tokens yet, so the card shows the template's sample values until you map at least the first name.

The last step is FlowMattic's Email action. It sends to the contact's address with a subject that greets them by first name, and the body links to the card. The image is linked rather than attached or shown inline, so check a test email to see how it reads.

Course completion certificate

An online school tags students as course-complete in FluentCRM, and each one receives a card with their name and the course title they finished.

Membership anniversary

A club adds a one-year tag to members on their anniversary, and the tag sends them a thank-you card with their first name on it.

VIP customer welcome

A store tags customers as VIP after a large order, and the card welcomes them to the group with their name in the design.

How this workflow runs

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

Step 1Trigger
FluentCRM Contact Added to Tags
Fires when a FluentCRM contact is added to one or more tags. The contact's email, first name and profile fields pass on. Any tag starts a run unless you add a Filter for the one you want.
Step 2Action
Image Builder Generate Image from Template
Renders a PNG card from your Image Builder template via Cloudflare Browser Rendering and saves it to the Media Library. Pick your template and map contact fields into its tokens, or it uses sample values.
Step 3Action
Email Send Email
Emails the contact a short note with the subject addressed to their first name and a link to the generated card. Edit the subject and body to fit the milestone the tag stands for.

What you need

FlowMatticCore
FluentCRM PluginPlugin

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.

Make it yours

Changes worth making after you import it.

Build one image template per milestone and one workflow per tag, so each tag sends a card designed for it rather than a single generic design.
Use FlowMattic's Email step to attach the PNG, since it can attach files stored on your WordPress site, if you would rather the card arrive with the email than as a link.
Include the contact ID in the image file name next to the first name, so two contacts called Sam don't end up with cards that look alike in the Media Library.

Questions about this workflow

Does every FluentCRM tag send the card?

As imported, yes. Contact Added to Tags fires when a contact gets one or more tags. Add a Filter between the trigger and the Image Builder step that checks for your milestone tag; look at a test run to see which field carries the tag name.

What does Image Builder need before the card can render?

A saved image template of your own and Cloudflare Browser Rendering details in FlowMattic's settings, because the PNG is rendered through Cloudflare. Without them the step returns an error you can see in Task History.

Is the card personalised as soon as I import the workflow?

Only the file name and the email subject use the contact's first name. The template's tokens aren't mapped, so the image shows sample values until you map the contact's name and any other fields into it.

Will a contact who gets the same FluentCRM tag again receive another card?

The workflow keeps no record of earlier cards. Whenever FluentCRM reports the contact being added to a tag, a new card is made and emailed, so test with your own contact to see when FluentCRM fires the trigger.