Group 65
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Advice and answers from the Flodesk Team
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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
R
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
R
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
M
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
R
Written by
Rebecca Shostak
Updated this week
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
M
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
R
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
R
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
R
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
R
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
R
Written by
Rebecca Shostak
Updated over a week ago