Flodesk makes triggering a workflow very easy. The trigger step is completely segment-based; in other words, the workflow will only begin once a subscriber has been added to one or more segments.
On your Workflows dashboard click on + New workflow. You can then select a Workflow template from our template library or start from scratch.
If you start from scratch, the first step is to give a name to your new workflow and then to Add trigger. The workflow will begin when A subscriber is added to segment(s).
If you select a workflow from the template library then the first step is to Add trigger.
You have to add at least one segment as the trigger event. But you can also select more than one.
If you select more than one segment as the trigger event, your workflow is triggered when someone is in any of the segments you’ve selected. Either in this or in that.
Note: If your subscriber is in both segments that you defined as the trigger event, it will still only trigger once. They won’t get your workflow emails duplicated.
Now let's take a look at how workflow trigger logic behaves in Flodesk:
You must either have your workflow published or paused before subscribers will be added to it. Subscribers added to the trigger segment(s) of a workflow in draft mode will not be added into your workflow.
Please make sure your workflow is published or paused before adding subscribers to your trigger segment(s).
Once your workflow is published, you may add subscribers to it in the following ways:
Upload a CSV file of contacts to your trigger segment
Add a single subscriber to your trigger segment manually
Add a subscriber to your workflow manually using the Add subscriber(s) to workflow menu option in the workflow menu drop-down (read more about it here). This option will add the subscriber immediately to the next step after the trigger in your workflow.
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 (let's say Segment A). You can then trigger a second workflow to begin when a subscriber is added to Segment A.
You can set up a workflow to be triggered when a subscriber opts into your form. When you create your form you have to link it to a specific segment, that's one of the first steps. Let's call it Segment B. When you set up your workflow select this Segment B as the trigger event. Now your optin form and workflow is linked by Segment B. So whenever someone signs up via this form, they get added to Segment B, which triggers your workflow that you could use to deliver an email containing a link to a PDF freebie, a coupon, or a welcome sequence
Triggers move subscribers to the next step immediately. If you'd like to wait a bit before taking action with your subscribers once they enter your workflow, add a Time delay step after your trigger.