Advice and answers from the Flodesk Team

Search results for:Creating a workflow

How to create workflows

A quick overview of the available workflow steps you can use to create any workflow… You might use a Condition step if you want subscribers who clicked a link in your previous workflow email… Now that you’re familiar with how you can create a workflow and what each workflow step can do for you

How to add existing subscribers to a workflow

A step-by-step guide on getting existing subscribers started on a new workflow… To add your existing subscribers to a workflow, create and add a new trigger segment to the workflow,… "I created a segment to be used with a particular workflow / nurturing campaign

Workflow logic FAQs

Answers to some frequently asked questions about Flodesk workflows… However, you may add a subscriber who has completed a workflow a second time to a workflow manually as… If I pause a workflow to edit and then re-publish, will the subscribers who entered the trigger segment(s) during the time the workflow was paused be added to the workflow?

Workflow emails 101

All about the Send Email step in Flodesk workflows… Important: when you Create a new email in the workflow, your workflow emails are autosaved to your workflow… Save a workflow email as a favorite template

How do I get started with a freebie opt-in offer on Flodesk?

A workflow is triggered when a subscriber is added into a segment that you specify (more on this in the… The action of the subscriber being added to the segment triggers a workflow Your workflow sends… 4. Create a Workflow

How to troubleshoot your opt-in system if your emails aren't coming through

An overview of the most common reasons why your workflow may not send you an email when testing your signup form or workflow… Keep in mind that a workflow is triggered when a subscriber is moved into a specific segment… If you're trying to add existing subscribers to a workflow, we suggest: Creating a new segment

How to troubleshoot your workflow if you get a validation error at publishing

Overview of the most common workflow error messages you might see and how to fix them… Validation error of 'subscriberAddedToSegment' step If you started creating a new workflow by… Validation error of 'sendEmail' step When you're creating a lengthy workflow with several email

How to set up a Registration Confirmation Workflow

A step-by-step guide on how to set up and customize the Registration Confirmation workflow template… What you need: A segment A registration confirmation workflow An event registration… Give it a meaningful name, pick a segment color, and hit save

How to set up a Re-engagement Workflow

A step-by-step guide on how to set up and customize the Subscriber Re-engagement Sequence workflow template… A re-engagement sequence workflow A list of subscribers you want to send into the re-engagement… Give it a meaningful name, pick a segment color, and hit save

How to create a lead magnet delivery flow

Publish a lead magnet form that subscribers can opt in to and automate the delivery of your content… Step 3. Create a workflow with a freebie delivery email… You can select to edit and customize the "Lead Magnet Delivery" workflow template or start a new workflow