1. Home
  2. Docs
  3. LaunchKit Sites
  4. Automation Setup

Automation Setup

In a modern WordPress solution, one should track and tag the behavior of every visitor in order to create a custom “journey” through your product offerings.

On LaunchKit, this has already been done for you with FluentCRM using some basic automations.

An automation is a series of events that start with what is known as a “trigger”. In order to keep things simple, we use the free version of FluentCRM with a single trigger: When a user registers (either with instant registration or from purchasing any product).

wplk-four-automations

After an automation has been triggered, you have several “actions” that can be applied. In order to continue with the simplicity, we’ve provided the most basic follow-up, which would typically be a short delay and then a custom email that has conditional messaging.

For example: After one registers on the site, we may wait one day and then send an automated email that provides a special offer to become a paid subscriber to the $10/mo newsletter offered by the WPLK1 Subscription Product.

wplk-registration-automation
Automation triggered on signup that sends an email offer to purchase newsletter after 1 day

Similarly, the other three automations are all triggered and a contact is applied to them upon registration, but the other actions can be conditionally applied depending on whether certain “benchmarks” (goals) have been achieved.

Please refer to the FluentCRM / Automations tab of your LaunchKit to view and modify the included automations, including the emails and other follow-up actions.

Articles

Was this article helpful to you? Yes No

How can we help?