CRM & email (FluentCRM)
Setting up email sequences again after migrating from the old Autorespond
Last Updated: September 18, 2026Scheduled emails from the old Autorespond are not migrated. Rebuild them as an email sequence or an automation and add existing contacts in bulk.
Finding contacts with advanced filters
Last Updated: September 18, 2026Combine conditions with AND or OR to find exactly the contacts you need, then act on the result or save the filter as a segment.
Creating and sending an email campaign
Last Updated: September 18, 2026Build a one-off mailing in four steps: compose the content, set the subject and sender, choose your recipients, then review, test and send.
Connecting form sign-ups to the CRM
Last Updated: September 18, 2026Two ways to send form sign-ups to your CRM automatically: a direct CRM integration, or an automation that can also trigger follow-up emails.
Setting up an email preferences page for contacts
Last Updated: September 18, 2026Let contacts pick the lists they want to receive by setting up a self-service email preferences page and linking to it from your emails.
Changing a customer’s email address while keeping account, orders and subscriptions
Last Updated: September 18, 2026Change a customer's email address from the Customer links block so the account, orders, guest orders and running subscriptions all stay linked.
The footer or unsubscribe link does not appear under your email (and how to fix it)
Last Updated: September 18, 2026Five reasons the footer or unsubscribe link is missing under an email, from a custom footer setting to a missing shortcode, with fixes.
Reusable text blocks in your emails (patterns)
Last Updated: September 18, 2026Create a synced pattern once and every block editor email that uses it updates automatically, or use the global footer for text under all emails.
Converting a migrated HTML email to the block editor
Last Updated: September 18, 2026Some emails arrive from the migration as HTML rather than in the visual builder. How to recognise, edit and safely convert them to blocks.
Sending a reminder to everyone who has not clicked the link in your email
Last Updated: September 18, 2026Use a smart link that tags a click, then a condition block so only contacts without that tag receive the reminder email.
Sending a file with your email through a download link
Last Updated: September 18, 2026Autorespond uses no attachments. Upload your file to the Media Library, copy its URL and place it in your email as a download link.
Configuring email preference settings in the CRM
Last Updated: September 18, 2026Decide whether contacts can manage their own list subscriptions, which lists they see, and which of their details they may edit themselves.
Adding labels to campaigns
Last Updated: September 18, 2026Group email campaigns with labels so you can filter the campaign list by subject, audience or type instead of scrolling through everything.
Sending an email to an individual contact
Last Updated: September 18, 2026Send a one-off email to a single contact from the contact profile, or use a campaign with an advanced filter to reach exactly one person.
Connecting an external website with Fluent Forms Pro to the Autorespond CRM
Last Updated: September 18, 2026Use an incoming webhook to forward Fluent Forms Pro entries from an external website straight into your Autorespond CRM, with the right list and tags.
Sending a newsletter with a fixed template design
Last Updated: September 18, 2026Build your newsletter layout once as a template, import it into a campaign, and duplicate that campaign each month to reuse the same settings.
Composing an email in the editor
Last Updated: September 18, 2026Choose an editor when creating a campaign, then build your email with blocks or with the drag and drop Visual builder.
Managing email templates
Last Updated: September 18, 2026Create, duplicate and edit reusable email designs, choose between the block editor and the Visual builder, and reuse them in campaigns and automations.
Viewing and editing an individual contact
Last Updated: September 18, 2026The contact detail page brings together details, tags, lists, email history, activity and internal notes, and lets you edit everything in one place.
Creating email sequences
Last Updated: September 18, 2026Build an automated series of emails with a delay per message, add contacts through an automation or in bulk, and track the results.
Preventing emails from landing in spam or bouncing
Last Updated: September 18, 2026Practical measures to keep your emails out of the spam folder and reduce bounces, from link hygiene and list cleaning to SPF, DKIM and DMARC.
Deleting contacts in bulk (FluentCRM)
Last Updated: September 18, 2026Filter your contacts, select every row that matches and use the bulk action to delete them from the CRM in one go.
Starting automatic actions with a Smartlink
Last Updated: September 18, 2026Smartlinks turn a click into immediate actions: adding tags and lists, starting an automation and logging contacts with a linked account straight in.
Importing contacts from files
Last Updated: September 18, 2026Import contacts in bulk from CSV or Excel files, match columns to CRM fields, assign tags and set the right subscription status.
Run an automation only for new customers on their first purchase
Last Updated: September 18, 2026Use the WooCommerce order trigger with the first-purchase option so an automation runs only for customers ordering for the first time.
Conditional sections in emails
Last Updated: September 18, 2026Use conditional sections to show different content per contact in one Autorespond email, based on tags and other contact details.
Contacts overview and management
Last Updated: September 18, 2026Manage your entire contact database from one dashboard: sort, filter, search, edit individual profiles, run bulk actions and export selections to CSV.
Adding a social media block to email templates
Last Updated: September 18, 2026Add the social media block from the Layouts tab to an email template, fill in your profile URLs and adjust the icon size.
Managing and adding contacts
Last Updated: September 18, 2026Manage your Autorespond CRM contacts: add, import, edit, delete, and organise them with lists, tags, custom fields and advanced filters.
Sending a campaign to specific contacts with an advanced filter
Last Updated: September 18, 2026Use the advanced filter in Autorespond to send a campaign to a few specific contacts without creating a separate list or tags.
Making images the same size in email newsletters
Last Updated: September 18, 2026Give every image in your newsletter a uniform size by preparing files first and using templates, fixed widths and column grids.
Exporting contacts to files
Last Updated: September 18, 2026Export contacts from your Autorespond CRM to a CSV file, choosing which fields to include and filtering for specific groups.
Emailing specific contacts quickly with a new list
Last Updated: September 18, 2026Create a temporary list, add a few contacts to it, send a targeted campaign and delete the list once it has gone out.
Segmenting and filtering contacts
Last Updated: September 18, 2026Divide your contact list into targeted groups with lists, tags and dynamic segments, then use those segments when sending email campaigns.
Setting up contact status management
Last Updated: September 18, 2026Every contact in your CRM has a status controlling whether they receive email. Learn how the seven statuses work and how to manage them.
Unsubscribe links in email templates: how shortcodes and footers work
Last Updated: September 18, 2026How unsubscribe shortcodes work in email templates, how to adjust the link text and how to manage the global email footer centrally.
Setting up custom contact fields
Last Updated: September 18, 2026Create custom contact fields in Autorespond to record extra data and use it in forms, emails, segments and automations.
Using the preview function to check email templates
Last Updated: September 18, 2026Check how an email looks before sending it, with the template preview, previews in campaigns and automations, and simulated emails in the mail logs.
Labels for automation workflows
Last Updated: September 18, 2026Use labels to categorise your automations, assign them individually or in bulk, and filter the overview to find the right workflow quickly.
Build automations with the automation editor
Last Updated: September 18, 2026Build funnels in the visual automation editor: set a trigger, add actions, wait steps and conditions, then test and publish the automation.
Sharing the public web version of your campaign and setting up a campaign archive page
Last Updated: September 18, 2026Add a web version link to your email with a shortcode, share the public link of a sent campaign, and publish a campaign archive page.
Setting up a birthday email with an automation
Last Updated: September 18, 2026Use the contact birthday trigger to send a personalised birthday email automatically, based on the date of birth field in your contact list.
Redirecting an unsubscriber to your own page after unsubscribing
Last Updated: September 18, 2026Set a redirect URL so contacts land on your own thank-you page after unsubscribing instead of the standard confirmation message.
Best practices for a good email reputation in Autorespond
Last Updated: September 18, 2026Practical rules for protecting your email reputation in Autorespond: spread mailings, mail consistently, teach safe-sender whitelisting and clean up inactive contacts.
Setting up automation triggers
Last Updated: September 18, 2026Triggers decide when an automation starts: this overview covers every trigger type and which start step to choose after a payment.
Viewing automation reports
Last Updated: September 18, 2026Automation reports show how your automations perform: where contacts drop out, which emails work well, and how to improve each step.
Setting up automation workflows
Last Updated: September 18, 2026Build automation workflows in Autorespond with triggers, conditions, actions, waiting times and goals, then test, activate and monitor them.
Configure automation actions
Last Updated: September 18, 2026Overview of the automation actions in Autorespond: tags, lists, custom fields, wait steps, emails, WordPress users, webhooks, notifications and conditions.
Receiving notifications when contacts unsubscribe
Last Updated: September 18, 2026Set up an admin notification for unsubscribes, clean up unsubscribed contacts periodically and forward status changes to an external system with a webhook.
Change the sender name for marketing emails
Last Updated: September 18, 2026Set the sender name for Autorespond marketing emails in the SMTP connection, then match it in the global CRM email settings.
Setting up an outgoing webhook to Zapier
Last Updated: September 18, 2026Send contact data from an Autorespond automation to Zapier with an outgoing webhook, so Zapier can trigger an action in another programme.
Recurring events: emails automatically around the event date (retreats, training courses)
Last Updated: September 18, 2026Build two automations once so every edition of a recurring event sends its own preparation and follow-up emails, based on date fields on the contact.
Granting access only after payment (including bank transfers)
Last Updated: September 18, 2026Use two automations so course access follows only after payment: a holding email for orders on hold and an access email once completed.
Sending WhatsApp messages from your CRM (Messaging)
Last Updated: September 18, 2026Send WhatsApp campaigns, automated messages and one-to-one conversations from your CRM: switch on the Messaging module and connect Twilio or the Meta Cloud API.