Fluent Forms

Fluent Forms is a WordPress plugin that lets you capture leads using forms for your website.

QuillCRM Automations integrates perfectly well with Fluent Forms. In order to work with the Fluent Forms, make sure you’ve installed the plugin on your WordPress site.

Let’s consider a scenario where a user submits a form and chooses a specific option provided in that form; we will send them a follow-up email.

So if they select “yes” for the question—“Are you interested in QuillCRM Automations?” – then we’ll send an email informing them more about it.

Let’s learn how to build this automation using Fluent Forms.

Step 1: Create a new form using Fluent Forms

Under Fluent Forms, click on New Form.

Create your form using the drag and drop feature provided by Fluent Forms.

We have created a form like this:

Step 2: Create a new automation and add the ‘Form Submitted’ event.

After that, go to the Automation tab and select the Fluent Forms trigger.

You will see the automation workflow. Click on the trigger to set the trigger settings.

After selecting the form type, choose the form you created in Fluent Forms from the Form ID dropdown menu.

Contact Field Mapping

Map the following required fields:

• First Name—Maps to contact’s first name
• Last Name—Maps to contact’s last name
• Email – Maps to contact’s email address (required)

For each field, you can either:

• Enter a static value
• Use merge tags by clicking the # icon
• Select from dropdown options

Email Field Options

For the Email field, select the appropriate mapping from the dropdown:

• Email Address – Standard email field

Other Fields

You can add additional custom fields by:

1. Click + Add Field button
2. Select the Field Label from the dropdown
3. Enter the Field Value or select a field/custom value
4. Use the # icon for merge tags
5. Click the trash icon to remove a field

Contact Settings

Configure how contacts are handled:

Lists

• Select which list(s) new contacts should be added to
• Choose from your existing contact lists

Tags

• Assign tags to contacts submitted through this form
• Helps with segmentation and automation

Update Options

Toggle these settings as needed:

• Update existing contact—Updates contact information if email already exists
• Update blank fields—only fills in empty fields on existing contacts
• Mark as Subscribed – Automatically subscribes contacts to your email list

Conditions

There is one condition that you get with your form submission event: Form Field.

Hit the Add New Condition button and click on the form builder when setting up conditions.

Select the ‘Form Field’ (Fluent Forms) rule under the ‘IF’ section.

Here, we have selected the “Are you interested in trying out QuillCRM Automations?” field.

like this.

Merge Tags

Here are some common merge tags available for your form-based automations in QuillCRM Automations:

• Form ID—Pulls the Form ID 
• Form Title—Gives the title of the form
• And other fields—you create from your form.

You can use these merge tags to fetch and post the dynamic data entered on forms.

To fetch any field of your form, click on the copy icon next to the form field merge tag.

After that, go to the Fluent Forms plugin and submit the Contact Form to trigger the automation.

Fill in all data.

Select the “Form Field (Fluent Forms)” rule under the IF section.
Then choose the field “Are you interested in trying out QuillCRM Automations?”
If the user selects “Sure, yes!”, an email will be sent.

Your automation is live and running.

Now when any user signs up to your form and selects one of the product categories, it’ll send the particular email you assigned to them.

Well done! You’ve successfully set up an automation using Fluent Forms in QuillCRM Automations.