With Thrive Ultimatum, you are able to set an "Incoming Webhook" trigger type when choosing the trigger that should start your Evergreen campaign, if you also activate the "Lockdown" feature.
If you want to learn more about this trigger type and Incoming Webhooks, you can check out this article. You will also see a list with all the autoresponders that can be used when setting up this trigger type.
Using the "Incoming Webhooks" option will let you trigger a Thrive Ultimatum campaign at a very specific moment. This method works perfectly if your goal is to create marketing or sales funnels.
The process of creating a sales or marketing funnel starts by setting up a Thrive Ultimatum campaign, in which you will have to modify a few settings. Then, you can create an automation in FluentCRM.
The automation can be customized as you wish. You can set it up in such a way that the Thrive Ultimatum evergreen campaign can be triggered at a certain moment when the workflow is running.
To make things more clear, I will give an example and show you how to set it up.
Let's say that you've created a marketing campaign. When someone signs up for your newsletter, they will receive a "Welcome" email. Then, after a period of time, they will get another email, with a limited time offer. For example, this could be the timeline:
- Day 1: Someone subscribes to your newsletter;
- Day 1: They receive a "Welcome" email;
- Day 2: The next day, they get another email, with a link to a certain promotion page.
If they click on this link, they will be taken to the promotion page, where they will also see the Thrive Ultimatum Campaign.
For that to happen, we can create an automation that will add a tag to each contact, after a period of time. When that tag is applied, the campaign will be triggered, and the next email is sent, with a link to the promotion page.
The advantage of using the "Incoming Webhooks" option is that it will allow you to create very complex automations, and thus start the Thrive Ultimatum campaigns at a very specific moment.
Please keep in mind that the situation stated above is just an example, but this feature can be used and customized in various ways.
The steps to achieving the above-mentioned example are as follows:
- Set up the mailing list and tags from FluentCRM;
- Set up the Thrive Ultimatum campaign;
- Choose the Lockdown Settings for the campaign;
- Create and set up the automation in FluentCRM;
- Connect FluentCRM to your Thrive Dashboard;
- Set up a "Lead Generation" element and connect it to FluentCRM;
I will explain every step, one by one.
Set up the mailing list and tags from FluentCRM
Before getting started, you will have to make sure that you've also set up the FluentCRM mailing list and tags that you want to use for the automation.
Naturally, you will first have to install and activate the plugin. For that, we have created a separate tutorial. If you're not familiar with how you can install and activate FluentCRM from your WordPress admin dashboard, you can find the instructions here.
Please note that you will also have to add your valid licence key, before starting to use the plugin.
FluentCRM works a bit differently than the rest of the autoresponders for which you can set up incoming webhooks. For FluentCRM, we will have to create the setup around tags.
Create a mailing list
You can start by creating a new list. From the FluentCRM dashboard, hover over "Contacts", in the top menu, and click on "Lists":
To add a new one, click on the "Create List" button:
Insert all of the details, and click on "Confirm":
The next step is to create a tag that will trigger the webhook.
Create a new tag
For that, click on the "Tags" section, from the left sidebar of the FluentCRM dashboard:
Click on "Create Tag":
Complete these fields, and click on "Confirm" when finished:
You can now move on to the next step, which is setting up the Thrive Ultimatum evergreen campaign.
Set up the Thrive Ultimatum campaign
You will now have to create an Evergreen campaign in Thrive Ultimatum (or edit an existing one). Please follow this step-by-step article if you need help configuring an Evergreen campaign from scratch.
Once the campaign is created, you will have to choose its type. Click on “Edit”, to do that:
Then, choose the “Evergreen Campaign” type:
Set up the campaign duration, and then make sure that you switch on the “Activate Lockdown” option, as the "Incoming Webhooks" option is only available for lockdown campaigns:
Then, you will see the three available trigger types. Click on “3rd Party Event”, to get started:
Using a webhook will start the campaign when an incoming webhook is received from a third party platform (an autoresponder for example).
The autoresponder has to be chosen from the next field. In this case, you will have to choose "FluentCRM tag" from this list:
At this moment, the only trigger that can be chosen here is "Contact is added to tags", so be sure to add the tag that should trigger the campaign in this field:
You will be able to choose from the tags that have been created prior to this step, in the FluentCRM dashboard, as explained in the previous section of this article. Choose the tag, and click on "Save" when finished:
You can continue setting up the Display Options for the campaign.
Choose the lockdown settings
Now, in order for the campaign to properly work, you will need to choose the Lockdown Campaign "Promotion"/"Pre-access"/"Expired" pages.
For that, click on “Edit” in the “Lockdown Campaign” card:
Start by setting the “Pre-access” and ”Expired” pages:
You can read more about these pages here.
Then, in the “Promotion Pages” section, choose the email service, which, in our case, should be "FluentCRM":
Next, add the promotion page that you want:
As you do that, a link will be generated right next to the field. This is the promotion page URL, the link that you will have to insert into the email that you send to your customers.
You will need this link when composing the email to be sent to the users. You can come back and copy it then, or you can do that right now:
You can save everything and the pop-up will close:
If you haven't already, you can then continue setting up all the other details for the campaign (display settings, design, etc.).
You're all done with setting up the Thrive Ultimatum campaign, and you can move on to the next step.
Create and set up the automation in FluentCRM
The campaign has been set, it's now time to create the automation. In order to do that, access the FluentCRM dashboard:
From the top menu, click on "Automations":
Click on "Create new automation":
A new pop-up window will open. You will first have to insert an internal label for the automation, what you want it to be called (this will not be visible by the users):
In the "Category" section, choose "CRM":
And, in the "Trigger" section, choose "List Applied":
Click on "Continue" next:
The new automation funnel will be created and another pop-up will open, as you will have to choose the list in which the contacts should be added:
Select the desired list.
If you've added multiple lists, you can choose whether the automation should run when a contact is added in any of the selected lists, or in all of them, at once.
After choosing the suitable option, click on "Save Settings":
You will now see the automation canvas, and you can start setting up the events.
The start trigger has already been set: "List Applied". You can click on the plus sign below it, to add the next event/action:
Then, add the actions as you see fit. I will follow the example that I gave in the beginning of this article, so the next action is to send out the "Welcome" email.
Action: Send Custom Email
When you click on the plus sign, this pop-up will open. To send the first email, I will choose "Send Custom Email":
In the next pop-up, set up the email, and click on "Save Settings" when finished:
Action: Wait X Days/Hours
Then, as I want one day to pass in between emails, I will add a delay, until the next action. For that, I will click on the plus sign, to add the new action:
The delay can be set using the "Wait X Days/Hours" action:
Choose the time span, and click on "Save Settings":
On the second day, I want the Thrive Ultimatum campaign to start. For that, I will add a new action, that will apply a tag to the contact. This will be the tag that we have set in the Thrive Ultimatum evergreen campaign options to trigger the webhook.
This way, the campaign will start only after the tag has been applied.
Action - Apply Tag
So, the next action will be the one that will actually trigger the Thrive Ultimatum campaign. After someone receives the "Welcome" email and a day goes by, the tag will be applied, and the Thrive Ultimatum campaign can start.
For that, after you click on the plus sign to add the next event, choose the "Apply Tag" action:
You will have to select the same tag as the one you've added in the evergreen campaign settings:
Once you do that, click on "Save Settings":
Next, we want an email to be sent, with the promotion page URL. For that, I will add one more action:
Action - Send Custom Email
The action will be, again, to send a custom email:
Set up the email as you normally would, but make sure you also include the link to the promotion page. This would be the link that was previously generated, when setting up the lockdown settings:
The automation is now ready:
Before moving to the next step, you should make sure that the automation is active. If it's still a draft, you can activate it using this switch:
All there's left to do now is edit the form that people will use to subscribe to the newsletter and connect it to FluentCRM.
Create the necessary settings on your site
Open the page/post where the form is placed, or where you want to insert it (where you want the subscribers to sign up).
Launch the Thrive Architect editor for that post/page:
In the Thrive Architect editor, add a "Lead Generation" element to your page/post, if you have not already added one.
What you have to do next is configure the element and add a connection to FluentCRM. If you want, you can also add the "Email Connection", so that you will get notified each time someone fills in the form.
Connect the "Lead Generation" element to FluentCRM
For you to connect the element to FluentCRM, you will first have to access the Thrive Dashboard and create the FluentCRM API connection.
Take a look at this article if you need information and instructions on how to create this connection (including how to set up the "Lead Generation" element).
Here is how to set up the FluentCRM connection for this form:
- 1: Choose "FluentCRM" from the dropdown with all the connections;
- 2: Choose the mailing list;
- 3: Choose the type of opt-in (single/double);
- 4: For the flow to properly work, you will have to leave the "Tags" field empty.
If you add the tag in the field shown above, when editing the "Lead Generation" element, the tag will be added to each contact as soon as they submit the form. This means that the Thrive Ultimatum campaign will start at that moment.
What we are looking to achieve here is to start the Thrive Ultimatum campaign at a more specific moment, which is why we're using the FluentCRM method.
This way, you are able to create an entire automation that will start when someone fills in the form, and, according to the actions you add to the automation, the campaign can start whenever you decide to.
Thus, the difference between adding the tag in this step and leaving the field empty is that, using the latter method, you will be able to create a customized automation and allow multiple actions to perform after the tag is applied.
Click on "Apply" to save the connection:
Create an "Email" Connection
Optionally, you can also create an "Email" connection here, so that you get notified each time someone submits a form:
You can read more about setting up an email connection here.
The setup is now complete.
Each time someone signs up on your newsletter, they will first receive a "Welcome" email.
After one day, a tag will be applied, the webhook will be triggered, and they will get the second email, with the promotion page.
They will also see that the campaign will only last for a limited amount of time:
This is how you can set up the "Incoming Webhook" for a Thrive Ultimatum Evergreen Campaign, while also using FluentCRM. Please remember that this article contains just one example out of the many situations in which you can use this option.
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