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Search results for: Creating a workflow

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

Before you can automate it using a workflow (more on that in the next section), you’ll need to create… 4. Create a Workflow… into the segment you created
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Written by Rebecca Shostak
Updated over a week ago

Workflow emails 101

new flow and the workflow editor when you select the Create new email button in the Send Email workflow… This allows you to choose any email you've created in your My Emails area and pull it into your workflow… You can either Duplicate an existing email or Create new email
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Written by Rebecca Shostak
Updated over a week ago

How to create a Lead Magnet automation

Finally, create a Workflow (click Workflows on the top menu) to auto-send the email you created as a… To create a Lead Magnet automation: 1… First, create the Email with the freebie or auto reply. 2
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Written by Martha Bitar
Updated over a week ago

Workflow logic FAQ's

Q: Can I use an email design I created in a workflow as a one-off email or in another workflow?… new flow and the workflow editor when you select the Create new email button in the Send Email workflow… be able to access it from the template library under the "My favorites" tab in both the My Emails > Create
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Written by Rebecca Shostak
Updated over a week ago

How to create your first workflow

[Inline Video] Before we start creating a workflow, you'll want to have your Form (you'll need the segment… (sent or draft email that you previously created) or create a new one now… More to learn: Design a welcome email Customizing a Template to your Brand How to create
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Written by Martha Bitar
Updated over a week ago

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

getting started creating a workflow?… Click on the workflow you've created, and make sure the trigger is set to the same segment that you saw… Creating a new segment (let's call it Segment A) 2
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Written by Rebecca Shostak
Updated over a week ago

How do I create an opt-in form?

Read about creating a workflow here. Step 1… a workflow… You will need this information to automate workflows in the future
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Written by Rebecca Shostak
Updated over a week ago

Triggers 101

You can set up workflows to trigger other workflows easily in Flodesk… To do this, create your first workflow and end it with an Action step adding subscribers to another segment… When you create your form you have to link it to a specific segment, that's one of the first steps
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Written by Rebecca Shostak
Updated over a week ago

How to use folders in Flodesk

Q: Will there still be a way to I see all the Emails, Forms, or Workflows I've created in one place?… A: The Emails / Forms / Workflows main listing pages list all content you've created, regardless of whether… You're able to create a new Email, Form, or Workflow from an empty folder—just know that your creation
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Written by Rebecca Shostak
Updated over a week ago

Folder FAQs

Q: Will there still be a way to I see all the Emails, Forms, or Workflows I've created in one place?… The Emails / Forms / Workflows main listing pages list all content you've created, regardless of whether… You're able to create a new Email, Form, or Workflow from an empty folder—just know that your creation
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Written by Rebecca Shostak
Updated over a week ago