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.
Subscriber has clicked a link
This condition checks to see if a subscriber clicked a specific link in a specific workflow email. You must first specify the email to check, and then the link within that email.
Flodesk will give you a listing of all the links within the email you've selected and the option to view the link in browser in case you need help remembering which link leads where!
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 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.
Pro tip: you can segment your subscribers using the link clicked condition. Use an action step under the "Yes" branch of the linked click condition to move subscribers into a segment if they click a certain link in your email.
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 "First name" custom field, you may use the condition to check if their first name is, say, "Rebecca". Think of this condition as the Flodesk system asking a subscriber, "Does your First name custom field match the value Rebecca? 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.
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