Email Marketing Automation with FluentCRM

Summary

This tutorial demonstrates how to integrate email marketing and automation into a blog using WordPress plugins. The guide starts with installing Fluent CRM, Fluent SMTP, and Fluent CRM Pro, followed by setting up tags and lists for subscribers and freebie downloads. It then shows how to create an opt-in form, customize it, and link it to the CRM system. The video also covers creating email automation workflows for tagging new subscribers and sending automated 'thank you' emails. Finally, it explains how to send targeted email campaigns using tags and set up an email service with Ascend Grid for sending emails, emphasizing its cost-effectiveness compared to other services.

Takeaways

• 😀 A blog without email marketing and automation is considered less effective for communication and engagement with subscribers.
• 🛠️ The first step in setting up email marketing is to download and install plugins such as Fluent CRM, Fluent SMTP, and Fluent CRM Pro.
• 🔑 It's essential to activate your Fluent CRM Pro license key to unlock the full range of automation features.
• 🏷️ Creating tags in Fluent CRM is crucial for categorizing subscribers, such as those who download a freebie.
• 📝 Building lists in Fluent CRM helps in managing different segments of subscribers, such as general subscribers and those who have downloaded a freebie.
• 📑 Connecting Fluent CRM with opt-in forms on the blog is necessary to capture and manage new subscribers effectively.
• 🖌️ Customizing the appearance of opt-in forms can improve user engagement and encourage more sign-ups.
• 🔗 Linking the opt-in form to Fluent CRM ensures that new subscribers are added to the correct list and receive appropriate tags.
• 🤖 Setting up automations in Fluent CRM allows for actions like applying tags or sending emails to be triggered automatically when someone signs up.
• 💌 Sending custom emails as part of the automation process can provide immediate value or information to new subscribers.
• 📈 Using tags to segment email campaigns ensures that messages are targeted and relevant to specific groups of subscribers.

Q & A

What is the primary purpose of setting up email marketing and automation on a blog?

The primary purpose is to enable communication with subscribers, send them offers, respond to their inquiries, and maintain ongoing contact to build and nurture a relationship with the audience.

What plugins are recommended in the script for setting up email marketing and automation on a blog?

The recommended plugins are Fluent CRM, Fluent SMTP, and Fluent CRM Pro.

How does Fluent CRM Pro differ from the free version of Fluent CRM?

Fluent CRM Pro offers additional automation features that are not available in the free version of Fluent CRM.

What is the importance of adding a license key after installing Fluent CRM Pro?

Adding a license key activates the Pro version, enabling access to all its advanced features.

Why is creating tags in Fluent CRM important for email marketing?

Creating tags helps categorize subscribers based on their actions or interests, allowing for more targeted and personalized email campaigns.

How does the script suggest connecting Fluent CRM with an opt-in form on a blog?

The script suggests creating a new page with an email opt-in module and customizing it to match the blog's style. Then, connecting the form to Fluent CRM by specifying the email provider and selecting the appropriate list.

What customization options are available for the opt-in form in the script?

Options include changing the layout, text, font style, size, and color of the background. It also allows for the exclusion of the last name field if desired.

How does the script describe the process of creating an automation in Fluent CRM?

The process involves creating a new automation, naming it, selecting a list to apply the automation to, and then adding steps such as applying tags and sending custom emails to subscribers based on triggers like sign-ups.

What is the role of Fluent SMTP in the email marketing setup described in the script?

Fluent SMTP is used to send emails out through an email service provider. It works in conjunction with Fluent CRM, which handles the automation and processing.

How does the script suggest sending emails to specific subscribers based on tags?

The script suggests using Fluent CRM's email campaign feature to select specific lists and tags when setting up the campaign, ensuring that emails are sent only to the intended audience.

What email service provider is mentioned in the script for sending emails through Fluent SMTP?

AscendGrid is mentioned as the email service provider that works with Fluent SMTP, offering a free plan for sending up to 100 emails per day.

Outlines

00:00

📝 Setting Up Email Marketing and Automation

The speaker introduces the importance of integrating email marketing and automation into a blog to maintain communication with subscribers, send offers, and keep in touch. They demonstrate the process of setting up email automation using WordPress plugins: Fluent CRM for CRM capabilities, Fluent SMTP for email sending, and Fluent CRM Pro for automation features. The user is guided through the installation and activation of these plugins, adding a license key, and creating tags and lists within Fluent CRM to manage different segments of subscribers effectively.

05:02

🔗 Connecting Opt-In Forms and Automating Email Responses

The script continues with the creation of an opt-in form using the Divi Builder and customizing it to match the blog's aesthetic. The form is then connected to Fluent CRM to automate the process of tagging new subscribers and sending them a 'thank you' email upon sign-up. The automation is set up through Fluent CRM's automation feature, which triggers when a new subscriber is added to a specific list. The speaker also explains how to create and manage email campaigns, emphasizing the use of tags to target specific subscriber groups and the integration of Fluent SMTP with an email service provider, Ascend Grid, for sending emails.

10:02

🚀 Finalizing Email Marketing Setup and Testing

The final paragraph outlines the steps to finalize the email marketing setup, including configuring the email sending service with Fluent SMTP and Ascend Grid's API key. The speaker demonstrates how to test the system by subscribing to the blog's email list using a test name and email address. They show how to verify the subscription and the automation process in Fluent CRM's dashboard, confirming that the new subscriber has been tagged and added to the contacts list. The script concludes with an invitation for viewers to ask questions in the comments and a reminder that Fluent CRM is compatible with various page builders, including the Gutenberg editor.

Keywords

💡Email Marketing

Email marketing is a method of advertising and communication with potential or current customers through the use of emails. In the video, it is presented as a crucial component for a blog to engage with its audience, send offers, and maintain contact. The script mentions setting up email marketing as one of the primary goals, emphasizing its importance for a blog's success.

💡Email Automation

Email automation refers to the process where emails are automatically sent to a target audience based on specific triggers or actions. In the context of the video, it is used to streamline communication with blog subscribers by automatically sending them a 'thank you' email after they download a freebie, showcasing how it can be used to enhance user engagement and efficiency.

💡Blog

A blog is an online journal or informational website consisting of discrete, user-generated entries called posts. The script discusses the necessity of integrating a blog with email marketing and automation systems to transform it from a 'useless website' into an interactive platform that can communicate with its subscribers.

💡Plugin

In the context of the video, a plugin is a software component that adds a specific feature or service to a larger software application, such as a content management system. The script details the installation of several plugins, including 'fluent CRM', 'fluent SMTP', and 'fluent CRM Pro', to enable email marketing and automation on a blog.

💡Fluent CRM

Fluent CRM is a plugin mentioned in the script that is used to manage customer relationship and email marketing functionalities. It is the core system that handles the automation features and is essential for setting up email marketing on a blog, as demonstrated by the process of installing and activating it in the video.

💡Opt-in Form

An opt-in form is a type of online form that website visitors can fill out to subscribe to receive emails, newsletters, or other content. In the video, the creation of an opt-in form is a key step in building an email list, with the script describing how to customize and connect it to Fluent CRM for email automation.

💡Tags

In the context of email marketing, tags are labels used to categorize and segment subscribers based on their actions or characteristics. The script highlights the importance of creating tags in Fluent CRM, such as one for subscribers who download a freebie, to facilitate targeted email campaigns.

💡Lists

Lists in email marketing are groups of subscribers segmented by certain criteria. The video script describes creating different lists in Fluent CRM, such as one for general subscribers and another specifically for those who have downloaded a freebie, to organize the email marketing efforts effectively.

💡Automation

Automation in the video refers to the process of setting up rules and actions within Fluent CRM that trigger certain responses, such as sending an email or applying a tag, when specific conditions are met. The script provides an example of creating an automation that tags subscribers and sends a thank you email after they sign up.

💡API Key

An API key is a unique code provided to authenticate requests to an application programming interface (API). In the script, the presenter obtains an API key from Ascend Grid to enable Fluent SMTP to send emails, demonstrating the integration of different services for email marketing.

💡Email Campaign

An email campaign is a series of email messages planned and sent to a target audience for marketing purposes. The video script discusses creating an email campaign in Fluent CRM, detailing the process of selecting recipients based on tags, crafting the email content, and setting up the email subject.

Highlights

A blog without email marketing and automation is considered useless without the ability to communicate with subscribers.

Demonstration of setting up email automation and marketing on a blog using specific plugins.

First step involves downloading the 'fluent CRM' plugin for email management.

Installing 'fluent SMTP' for email sending capabilities.

Introducing 'fluent CRM Pro' for advanced automation features.

Importance of adding a license key for fluent CRM Pro to activate its features.

Creating tags in fluent CRM for categorizing subscribers, such as those who download freebies.

Setting up lists in fluent CRM to manage different segments of subscribers.

Connecting fluent CRM with opt-in forms on the blog for subscriber sign-ups.

Customizing the appearance of opt-in forms to make them more appealing.

Creating a new page and using the Divi Builder to set up an email opt-in module.

Styling the opt-in form to match the blog's aesthetic and improve user engagement.

Connecting the opt-in form to fluent CRM to automate the subscriber sign-up process.

Using automations in fluent CRM to tag subscribers and send automated emails.

Creating a 'thank you' email to be sent automatically after a subscriber downloads a freebie.

Building an email campaign using visual builder tools for a more personalized approach.

Utilizing tags to target specific subscriber groups for email campaigns.

Integrating fluent SMTP with an email service like Ascend Grid for sending emails.

Ascend Grid's pricing advantage over other email marketing services.

Finalizing the email marketing setup and testing the automation with a subscriber sign-up.

Transcripts

a Blog without an email marketing and

email automation system is just a

useless website a Blog needs to give you

the ability for you to communicate with

your subscribers send them offers

respond to their emails and basically

keep in touch with them in this video

I'm going to show you how to set up

email Automation and email marketing on

your blog all right let's get started so

over here on my site all I have is just

a basic blog here so the first thing you

want to do is to download a plugin

called fluent CRM so I'm going to come

over here to my dashboard

and then come over here to plugins click

on add new here I'm going to search for

fluent CRM so here it is Click install

and activate the next plugin we need to

install is called fluent SMTP come over

here again click on add new search for

fluent SMTP and here it is

and then activate so the final plugin

that I will be installing is called

fluent CRM Pro this is where we get all

the automation features all right so

let's go ahead and add that so I'm going

to come over here upload because I've

already gone ahead and downloaded it and

by the way if you want to purchase this

I have a link to that in the video

description below it also has a really

good discount all right so now let me go

ahead and click install now and then

activate the plugin so here you can see

we have fluency RM which was the free

one then here we have fluency RM Pro and

fluid sntp all right so that's great the

next step now is to go ahead and add my

license key so I'm going to come over

here to fluent CRM go to my settings I'm

going to say note right now then I'm

going to come all the way up here to my

settings and then look for my license

key which is right here at the bottom

paste my license key and verify license

okay so my license now is activated the

next step now is to create my tags this

is very very important so I'm going to

come back over here to fluent CRM hover

over contacts and click on tags so I'm

going to say create tag so this tag here

is for anyone that downloads my freebie

because that's how I'm going to be

building my email list so now I'm going

to say create next I'm going to come

over here now to my lists

and I'm going to create a brand new list

and this is for my subscribers and I'm

also going to create another one for

anyone that has downloaded my freebie

and hit create

so the next step now is to connect

fluency RM with my opt-in form so what

I'm going to create is a brand new page

so I'm going to come over here click on

page let's call this freebie and then

I'm going to use the Divi Builder so for

this I'm going to build from scratch and

then add a single column and the module

I'm going to add is an email opt-in so

here in the description I can just add

my text like that

now we may want to stylize this because

this does not look very exciting so I'm

just going to snap this over to the left

here and further down I want to exclude

the last name so I'm going to come over

here to fields and then I'm going to say

no to show last name now it's time to

customize my opt-in forms so over here

on the layout I am going to add my text

to the top and then everything else to

the bottom just like that now next I'm

going to come over here to my text and

just change this to my font let's make

this bold I think it looks better bold

and we're also going to center it and

let's increase the size a little bit so

it really stands out and then over here

on the paragraph text as well I'm going

to go in and make a few changes to this

change my font here to Poppins

and I'm also going to increase the size

a little bit and Center it so I'm going

to click here and let's increase the

size okay so let's go with eight maybe

17. all right so that's looking great so

far now we only have the background to

change so I'm going to come over here to

content background and I'm just going to

change the color here

maybe that's a bit too much let's bring

it down a little bit

okay so I'm gonna go with that and then

save now if you want to make this a bit

more stylish you can add your product

here so let's say I have a two column

like that I can then add an image over

here of the actual product it is that

you're downloading so let's add an image

module so do I have any images yep okay

so let's use this image here but if you

want to change this around and have the

form on the right side I mean it's up to

you if you you can just click here on

this gear icon and then just drag these

columns just like that so now you have

more of the image and then less of that

so the next step now is to connect our

form to fluent CRM so I'm going to click

here again on my settings so this time

I'm going to scroll all the way down

here to email account

and I'm going to choose my provider and

it's fluent CRM which is right here next

I'm going to say select list okay let's

hit add so first of all let's give this

account name so I'm going to say this is

the freebie it's submit okay now I can

select a list and my email mailing list

here is going to be this one here list

downloaded freebie okay it's very

important we do that now I'm going to

hit add and then save so now I'm going

to save this and publish so now back

over here on my settings I'm going to

come to fluent CRM

and go to my dashboard so what we want

to do now is when someone signs up we

want to give them a tag so that when we

send our emails in the future we can

send our emails based on which tag our

subscribers are on so to do that we're

going to come over here now to

automations

then create new automation so I'm just

going to call this freebie automation

all right so list applied so this will

run when someone gets added to the list

so I'm going to select this and then

click on continue so now I'm going to

choose the list and my list here is

downloaded freebie remember next I'm

going to click on save settings so here

what we're saying is when someone gets

added to that list after they've signed

up this is what's going to trigger this

automation so the next step now is to

click here on this plus button and this

time I'm going to apply my tag and if I

click on this drop down here is my tag

it's called downloaded freebie I'm going

to save that next as soon as they've

downloaded it I want to send them an

email so I'm going to come over here and

say send custom email so let's say this

one here says thank you so here's going

to be my text here so basically all I'm

saying here is thank you for downloading

my downloading my freebie here is more

help so I'm going to add my link in here

like that and pretty much my email is

good and then over here for internal

purposes I can just call this thank you

so that I know what it is and then save

settings so this is how email automation

works so they when they sign up they get

a tag and then here they get an a thank

you email automatically so this could be

an email where you are sending them to

watch another video or you're sending

them to try another product or it can

just be a basic email to say welcome to

the main I mean to the website so this

is very very powerful it happens behind

the scenes so now that we have this all

set all you have to do now is to set

this to

published so now my automation is

working behind the scenes for me okay so

now that that's done the next step now

is to come over here to my email

campaign so I can show you how you can

send emails so here we're going to click

and create our first campaign so I'm

going to call this campaign one create

campaign so there are several ways here

to send your email or to build your

email we can also use the visual Builder

here which comes with drag and drop

system which is really really good I've

also created a video about this and the

video I will link this in the video

description okay so let's say this is

our email you can add your logo here and

your call to action and you're happy

with that now we're going to say

continue so for the email subject I'm

just going to say watch my new video and

then I'm going to hit continue so over

here this is where the tags really work

you can send your email based on what

tag they have so here you can see it

says all lists so I can actually choose

a specific list here so downloaded

freebie let's say that's the list I want

to send to I can select it here and I

can also choose the tag downloaded

freebie and if I needed to exclude

anything I can just come over here and

exclude whatever it is I need to include

so this is very powerful because now I

can send my email to specific people who

have logged into my website all right so

let's say that's done if you hit

continue this will send your emails out

but this is not connected yet so this is

where now we need to come over here to

our settings and go to fluid SMTP

because what it is is fluent CRM is

let's say the engine that processes and

automates everything but when it comes

to sending your emails out you now need

fluid SMTP with a different email

service so the service we're going to

use here is called Ascend grid so here

it is you can sign up for free and the

really cool thing about this is a

hundred emails per day you can send for

free forever right and it is pretty

cheap I mean if you look at uh sending a

hundred thousand emails you know this is

going to cost you 19 per month it's way

cheaper than you would if you were using

services like MailChimp or even uh

active campaign all right so let's say

you've signed up for this the next step

now is to get your API key so you want

to come over here and create an API key

and you can say full access create new

so for the name here I'm just going to

say mac and now my API key is created so

if I copy that

come back over here to my site I can now

choose send grid so for my from email

let's say this is Mac at mac.com from

name Mac and then here is where I can

paste my API key and then save

connection settings so pretty much

that's all I need to do so I'm now ready

I'm just going to save and now if I come

back on my website here and let's say I

enter my name and then my email address

and then click on download I get this

message here and then if I now go on to

my site let's go to our dashboard fluent

CRM now we can see that we have someone

that has been added and that is me so if

I scroll down here I'll go to my

contacts now I can see Mac and Mac now

has subscribed so this is how you set up

email marketing automation on your blog

if you have any questions please let me

know in the comments box below but

remember fluent CRM works with any page

builder out there even the Gutenberg

editor until next time thanks for

watching and I'll see you in the next

one take