Flodesk gives you powerful control of your workflow by allowing you to specify conditions which must be met before subscribers are advanced to the next set of steps.
Think of a condition like a simple if/then logic statement: if a certain thing happens or a certain parameter is true or false—then take this action with my subscribers.
You can set up the following conditions within your workflow:
Subscriber is in segment(s)
This condition checks to see if a subscriber is in a certain segment.
Think of this condition as the Flodesk system asking a subscriber, "Are you in Segment A and Segment B? If yes, do this...and if no, do this".
Note: Flodesk will check for the subscribers in segments immediately after the previous step unless you set a time delay.
You may specify as many segments as you like for this condition. If you add more than one segment, the condition checks if subscribers are in all listed segments. It's an AND operator—not an OR.
If you want the workflow to check if they are in "Segment A" OR "Segment B", you need to set up a nested condition—two condition steps below each other.
The first condition step checks if subscribers are in "Segment A"—YES or NO.
If they are not in "Segment A", the second condition checks if they are in "Segment B"—YES or NO.
You can then build the YES and NO branches below the condition steps as needed.
Subscriber opened workflow email
This condition checks to see if a subscriber opened a specific email in your workflow. You may specify which email you'd like to check, but it must be an email within your workflow, and above the condition step.
Important: make sure to add a time delay before adding an email opened condition.
Otherwise, Flodesk will check whether the email is opened immediately after the email is sent; this will not give subscribers enough time to actually open the email. We recommend adding a minimum of 1-day time delay before an email opened or clicked condition.
In the example below, we added a time delay of "wait 1 day". This means that once the workflow email was sent to your subscriber, the workflow condition will check after 24 hours (one day) if they have opened the email or not. And will move them to the YES or NO branch of the workflow accordingly.
Note: If they open the email beyond the specified time delay—like after 25 hours or after 2 days of the email send—they do not meet the condition and will go down the NO branch even though they opened the email at the end.
Subscriber has clicked a link
This condition checks to see if a subscriber clicked a specific link in a specific workflow email. This means, you must first specify the workflow email to check, and then the exact link within that email.
Flodesk will give you a listing of all the links within the email you've selected.
The link must be in an email within your workflow above the condition step.
Important: make sure to add a time delay before adding a link clicked condition.
Otherwise, Flodesk will check whether the email is opened and the link clicked immediately after the email is sent; this will not give subscribers enough time to actually open the email. We recommend adding a minimum of 1-day time delay before an email opened or clicked condition.
In the example below, we added a time delay of "wait 1 day". This means that once the workflow email was sent to your subscriber, the workflow condition will check after 24 hours (one day) if they have clicked the specified link in the email. And will move them to the YES or NO branch of the workflow accordingly.
Note: If they click the link in the email beyond the specified time delay—like after 25 hours or after 2 days of the email send—they do not meet the condition and will go down the NO branch even though they clicked the link at the end.
Pro tip: you can segment your subscribers using the link click condition by adding an action step under the YES branch of the linked click condition that moves subscribers into a segment if they click a certain link in your email within the specified timeframe (time delay step).
Also, you can use the link action feature to segment subscribers without any time constraints, regardless when they click a link in your email. Learn more about how to use link actions here.
A custom field matches
This condition checks to see if a subscriber's custom field matches your inputted value.
For example, if your subscribers have a "wedding month" custom field, you may use the condition to check if their wedding is, say, in "May".
Think of this condition as the Flodesk system asking a subscriber, "Does your wedding month custom field match the value May? If YES, do this...and if NO, do this."
Note: You may add as many conditions to a Condition step as you like by clicking the "Add another" button in the settings panel! Flodesk will only advance subscribers to the YES step if all conditions specified are met. It acts as an AND operator, not as an OR.