Build a Welcome Email Drip Sequence with AI
Have the AI build a multi-step welcome or follow-up email automation in FluentCRM, ready to review before it goes live.
Prerequisites
FluentCRM installed and active, and a connected site. Free FluentCRM only supports triggering funnels from new user signups, Fluent Forms submissions, or FluentCart order/subscription events -- tag, list, contact-created, and birthday triggers require FluentCRM Pro.
I want a welcome drip sequence in FluentCRM. Here's what I want:
- Trigger: [describe what should start it, e.g. "a new user signs up" or "someone submits my [form name] Fluent Forms form"]
- Emails: [how many, roughly what each should say, e.g. "email 1: welcome and what to expect. Email 2, sent 2 days later: three tips to get started."]
Before you build anything:
1. Confirm which FluentCRM funnel trigger matches what I asked for, and tell me if it needs FluentCRM Pro. Check GET /fluent-crm/v2/funnels/triggers and treat any trigger marked "disabled": true as Pro-only — picking one will silently create a funnel that saves fine but never actually runs.
2. If I'm updating an automation that already exists, fetch its current steps first using the fluent-crm/get-automation ability (not a raw REST GET on /funnels/{id}, which omits the steps entirely) and show me what's there before changing anything. FluentCRM's save replaces the whole step list, so any step you leave out gets deleted along with its send history.
Create the funnel with POST /fluent-crm/v2/funnels, body {"funnel": {"trigger_name": "...", "title": "..."}} — trigger_name and title must be nested under a "funnel" key, a flat body crashes the request. This defaults the funnel to status "draft", which is what you want.
Save the email and wait steps with POST /fluent-crm/v2/funnels/{id}/sequences. Never include "status": "published" in this call or any other request — that field is the one thing that takes the automation live, and it must stay off until I say so.
When you're done, list every step you created: the trigger, each email's subject, and the wait between them, so I can review it inside FluentCRM before I turn it on.
Skip pasting the full prompt. Drop this into your AI on a site that already has WPVibe:
Run the “Build a Welcome Email Drip Sequence with AI” recipe from the WPVibe cookbook on my connected site.
A welcome sequence or a follow-up drip is one of those things everyone means to set up and almost nobody does. Building it by hand means opening FluentCRM’s funnel editor, picking a trigger, writing each email, and setting the wait time between steps, one click at a time. That friction is usually enough that it just never gets built, so new contacts get nothing after they sign up.
The AI builds the automation through FluentCRM’s own automation engine: it creates a draft funnel with the trigger you describe, writes and attaches each email step, and sets the wait between them. It leaves the automation as a draft, so nothing sends until you review it and turn it on yourself. If you’re updating steps that already exist, it reads the current ones back first, since FluentCRM’s save replaces the whole step list and anything left out gets deleted along with its send history.
Paste the prompt below and describe what should start the sequence and roughly what each email should say. One thing to know going in: on free FluentCRM, a funnel can only be triggered by a new user signing up, a Fluent Forms submission, or a FluentCart order or subscription event. Tag, list, contact-created, and birthday triggers need FluentCRM Pro, and picking one on the free plan creates a funnel that saves without error but never actually runs. Review the drafted emails inside FluentCRM before you publish the automation.
Outcome
A draft FluentCRM automation with the requested email steps and timing, ready for your review before you publish it.