Choosing the right email marketing tool is a key decision for any business, especially when considering both features and costs. Many platforms offer advanced automation and segmentation options, but their pricing can be a barrier for those with growing contact lists or just getting started. FluentCRM stands out by providing a robust set of tools at a significantly lower price, offering businesses a practical way to manage campaigns, contacts, and automation without overspending.
FluentCRM combines straightforward user interface design with powerful segmentation and automation features that work well with popular platforms like WooCommerce and LearnDash. With flexible email building options and the ability to target specific groups with precision, it gives users the control they need to run effective campaigns while keeping processes efficient and organized.
Key Takeaways
- FluentCRM provides advanced email automation at a lower cost than many competitors.
- The platform features intuitive tools for contact segmentation and workflow automation.
- Customizable email campaigns enable precise targeting and effective audience management.
Comparing FluentCRM Pricing With Alternative Platforms
Price Check: FluentCRM and ActiveCampaign
ActiveCampaign is recognized for its advanced automation, similar to features found in FluentCRM. However, the cost for managing 5,000 contacts with ActiveCampaign reaches $79 per month, and the rate climbs to $139 per month once the contact count exceeds 6,000.
In contrast, FluentCRM allows for managing 6,000 contacts at a price point of approximately $5.70 per month. The difference is clear:
| Platform | 5,000 Contacts | 6,000 Contacts |
|---|---|---|
| ActiveCampaign | $79/month | $139/month |
| FluentCRM | N/A | $5.70/month |
The cost savings make FluentCRM a more accessible option for those mindful of expenses.
Lower Ongoing Costs Than ConvertKit
For users managing lists with ConvertKit, the monthly costs start at $99 and increase as the contact count rises. FluentCRM remains steady at a much lower cost even as the number of subscribers grows.
This pricing structure appeals especially to new businesses that need to control expenses while still using automation and segmentation tools.
FluentCRM’s Benefits for Expanding Subscriber Bases
FluentCRM is particularly appealing for businesses with growing contact lists. Its price stays consistent even as subscribers increase, removing the worry of escalating monthly fees that often occur with other providers.
For anyone running an online business and looking for a scalable, efficient solution, FluentCRM provides a cost-effective alternative with robust automation and segmentation, all at a fraction of the usual cost.
Beginning With FluentCRM
Creating and Managing Labels
Using FluentCRM begins with organizing contacts by setting up custom labels. Start by selecting the “Contacts” section and choose “Labels” to add a new one. For example, create a label named “Subscribers” by clicking the plus sign, entering the name, and saving it.
These labels can later be linked to actions and automations, letting users sort and target contact groups effectively.
Labels can also be assigned automatically through transactions—such as purchases or refunds—making it simple to manage access to products or courses with systems like WooCommerce. This helps in tracking and automating customer journeys by simply adding or updating labels.
Importing Contacts and Segmenting
To populate FluentCRM with contacts, use the import feature. Once imported, go to “All Contacts” for advanced sorting.
Users can apply filters for precise segmentation. Filters can be based on store purchases, courses, enrollment dates, or custom criteria. For instance, a list can be filtered to display contacts who have bought a particular product or enrolled in a specific course.
This advanced filtering supports integrations such as WooCommerce and LearnDash, providing versatile contact management. As additional connected plugins are installed, more filter options become available.
Below is an example of basic segmentation filters:
| Integration | Filter Options |
|---|---|
| WooCommerce | Purchased products |
| LearnDash | Groups, Courses, Enrollment dates |
Setting Up Email Workflows and Automations
After organizing contacts and labels, set up email workflows through the campaign builder. New campaigns are started with a straightforward interface that offers several template layouts.
Emails are constructed using blocks, similar to the Gutenberg editor, allowing for customization—buttons, images, and formatting can all be managed directly in the campaign builder.
Users have access to A/B testing tools to optimize subject lines and pre-headers. Targeting is flexible; emails can be sent to the entire contact list or narrowed down via dynamic and advanced filters. For example, emails can be delivered only to customers who purchased a specific product or enrolled in a course.
Automations can be triggered based on actions such as purchases or refunds, updating labels and segmentations automatically to reflect each contact’s journey.
Using these tools, all steps from contact organization to complex campaign automation are managed within a single dashboard, streamlining marketing processes for website owners.
Enhanced Methods for Grouping Contacts
Sorting Contacts Using Flexible Criteria
FluentCRM offers a straightforward approach to organizing contacts with advanced filtering. It enables users to easily assign tags, such as “subscribers” or any custom label, and then filter the contact list based on these tags. Users can apply multiple filter conditions to narrow down their audience, such as selecting only those who have specific tags, have interacted with certain products, or match custom fields.
Key options for filtering include:
- Tag-based segmentation
- Product purchase history
- Affiliation with groups or courses
- Enrollment dates
This flexibility makes it simple to locate targeted subsets of contacts or to send tailored email campaigns.
Integration with WooCommerce for Customer Grouping
Connecting WooCommerce with FluentCRM unlocks additional automation and segmentation features. Tags can be automatically assigned to customers after successful purchases or refunds. For example, when someone buys a product, a specific tag like “Purchased Product A” is added. If a refund occurs, a “Refunded” tag is applied.
Examples of automation:
| Event | Tag Added | Action Triggered |
|---|---|---|
| Product Purchased | Purchased Product X | Customer receives onboarding emails |
| Refund Issued | Refunded | Access removed or emails paused |
This setup can trigger workflows such as unenrolling refunded purchasers from courses, removing access to resources, or segmenting contacts for targeted communications.
Course Website Segmentation with LearnDash
Sites that use LearnDash for online courses benefit from deep contact segmentation based on course activity. FluentCRM can filter contacts by:
- Membership in specific course groups
- Enrollment in individual courses
- The date of first enrollment
These options let users target emails or automations to learners at different stages, those enrolled in certain classes, or those belonging to particular groups. It ensures communication stays relevant and reaches exactly the right segment of the online course audience.
Streamlined Processes for WooCommerce Stores
Personalized Actions Triggered by Purchases
WooCommerce store owners can automate actions by applying unique tags when customers buy specific products. These tags enable precise segmentation within FluentCRM, allowing users to target communications or start automations based on a customer’s purchase history.
Example Table:
| Product Purchased | Tag Applied | Automated Action |
|---|---|---|
| Product A | purchased_productA | Send thank you email |
| Product B | purchased_productB | Add to special offers |
Filtering contacts by tags linked to WooCommerce transactions helps businesses send highly relevant messages. Store owners can also combine multiple filters to target groups based on various criteria, including course enrollments and purchase dates.
Automated Responses for Returns and Membership Management
Refund events can trigger automated changes, such as applying a “refund” tag to the customer’s profile. This tag can be used to automatically revoke access to digital products or courses, ensuring that customers no longer access content they’ve been refunded for.
The system supports:
- Instantly removing access to products or memberships upon a refund.
- Automatically unenrolling users from courses if their purchase is reversed.
- Tracking refunds efficiently without manual intervention.
These automations help WooCommerce store owners maintain control over customer access while reducing manual tasks. The logic is simple: apply a tag when a refund is processed, and let the automation handle the rest.
Email Campaign Setup Insights
Navigating the Campaign Dashboard
The campaign setup screen presents a straightforward but potentially unfamiliar interface. Key actions, such as adding tags, importing contacts, starting a campaign, and configuring automations, are organized in a logical sequence. Following these steps helps prevent confusion, especially for new users.
Contact organization is enhanced with advanced segmentation options. For example, users can filter by WooCommerce purchases or enrollments in online courses. These dynamic filters expand as more integrations are added, allowing detailed audience targeting.
Quick Tips Table
| Task | Where to Find It |
|---|---|
| Add a tag | Contacts > Tags |
| Import contacts | Contacts section |
| Start new campaign | Campaigns > + Button |
| Advanced Filter | Contacts > Filter |
Block-Based Design Support
Email creation leverages a block editor format, familiar to Gutenberg users. The builder offers types like Plain Centered and Plain Left templates. Users can insert various blocks, such as:
- Button blocks
- Image blocks (with media library access)
Each block can be adjusted directly within the editor, including resizing images and customizing elements. This consistency with the Gutenberg experience speeds up email design for those accustomed to WordPress block editing.
Message Variant Testing and Pre-Header Customization
The system provides A/B testing for email subjects. Users can enter two headlines, assign equal or custom priorities, and the system determines the winner by response rate.
It is also possible to define a pre-header for emails. Distribution targeting benefits from the same advanced segmentation present in the contacts area, enabling precise selection of recipients based on product purchases, group membership, or course enrollment.
Features List
- Enter two headlines for testing (A vs. B)
- Assign delivery percentage (e.g., 50/50)
- Add custom pre-header text
- Select recipients using dynamic segments (e.g., only those who purchased a particular product)
This flexibility ensures campaigns can be tested and tailored to specific audiences directly within the workflow.
Targeted Email Delivery and Audience Segmentation
Filtering Audiences for Custom Messages
FluentCRM provides a flexible way to select which users should receive specific emails. Filters can be set up for different criteria, such as products purchased through WooCommerce or course enrollments via LearnDash.
Filters you might use:
- Purchased Products (WooCommerce)
- Enrolled Courses or Groups (LearnDash)
- Tags assigned during specific actions, such as refund or subscription
By applying these filters, users can make sure emails are relevant and sent only to the intended recipients. This avoids unnecessary communication and makes campaigns more effective.
| Filter Type | Example Use |
|---|---|
| WooCommerce | Target buyers of Product A |
| LearnDash | Email only course enrollees |
| Custom Tags | Notify subscribers or refunds |
Users can combine multiple filters for granular control. The advanced filter features allow detailed segmentation, ensuring precise targeting based on a mix of behaviors and tags.
Dynamic Grouping for WordPress-Based Audiences
Dynamic audience segmentation enables sending emails to groups that change as users take actions on a WordPress site. For instance, a segment can automatically include all current WordPress users or those matching certain behaviors.
- Segments are updated automatically as users join or leave groups.
- This is especially useful for site owners who want to send updates to all registered WordPress users or to members meeting specific requirements.
Benefits:
- No need for manual updates to email lists
- Communication stays relevant to the actual audience
This approach streamlines campaign creation and keeps targeting in sync with real-time changes on the website.