Three Ways To Onboard Your Audience

Recipe:

Think of managing your audience (leads) in the same way as managing personal relationships. You have cold leads (strangers you just met), warm prospects (people you’ve met but are just getting to know) and paid customers (people who have made a purchase).

There are three ways to onboard audience members, for each stage of your relationship. Cold Leads, Warm Prospects, Paid Customers:

  • Cold Leads – Add only to CRM >>
  • Create A Lead Magnet Delivery Page – See Protect Content With Tags
  • Create A Fluent Form – First Name, Email, (Optional Last Name) >>
  • Enable FluentCRM Integration >>
  • Add Tag (Submitted Form XYZ) – See Creating Semantic Tags
  • Redirect To Lead Magnet Delivery Page Upon Submission
  • Warm Prospects – Add to CRM and as Site Users – Free >>
  • Same As Cold Leads But Enable User Registration Integration
  • Enable Automatic Login Option For User Registration
  • Paid Customers – Add to CRM and as Site Users – Paid Product
  • Set Up WooCommerce – See Setup WooCommerce For Membership
  • Same As Cold Leads But Create A Free Product >>
  • Set Product Type to Simple Product, Price to $0, Virtual, Downloadable
  • Set LaunchFlows Next Step To Checkout Page >>
  • Set LaunchFlows After Checkout Step To Lead Magnet Delivery Page
  • Automate Onboarding >>
  • Utilize FluentCRM for tailored welcome sequences
  • Set up conditional workflows based on entry point >>
  • Provide relevant resources for each audience segment >>

Video:

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