Function question.. about FCRM Automation Funnel settings..
Fluent CRM + Fluent Community
Is there tutorial/vid explainer on how to configure email automation funnels, specifically for adding action to automate adding verification badge and general profile badges? Do they actually function? Or is it a placeholder for something to come.. because I can't get either to trigger adding a badge to user profile..
In theory it sounds like a great automatic action to happen for user profiles in FC.. but not getting to function...
*an example would be to switch badges from free trial users > to paying users that upgrade membership
I added a moderator badge and now use it in one of my funnels. Once the "TFA Moderator" tag is added to the contact, they're added to the spaces & badges added.
I still have to go in and change their role to moderator in the space (wish that was an option in the funnels Shahjahan Jewel ).
Wendy Shoef thank you very much for taking the time to reply and share 👍