Flodesk makes triggering a workflow very easy. On Workflows V2, you can trigger a workflow
once a subscriber has been added to one or more segments
when they complete an opt-in form
or combining both options
Note: If you haven't migrated to Workflows V2, you can only trigger a workflow based on segments.
On your Workflows dashboard, click on + New workflow. You can then select a Workflow template from our template library or start from scratch.
The first step in a workflow is always the Trigger step. It tells the workflow when to start.
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.
Triggering a workflow on Workflows v1
A workflow on Workflows v1 can only begin when A subscriber is added to segment(s).
If you select this option, 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.
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 v1 in draft mode will not be added into your workflow.
Please make sure your workflow v1 is published or paused before adding subscribers to your trigger segment(s).
Triggering a workflow on Workflows v2
With Workflows V2, you can now add someone to a workflow when they are added to a segment OR they complete a particular opt-in form.
To use this, select it from the dropdown:
Begin this workflow > When someone subscribes through a form
Then select the form from the dropdown.
You can also add an additional trigger, so that workflow triggers when someone completes your form OR gets added to a specific segment.
Important:
If you want to allow subscribers to go through a workflow again, you need to
Turn on “Allow repeat subscribers” AND
Add the Form as an additional trigger for the workflow.
How to add subscribers to a workflow's trigger segment
Once your workflow is published, you may add subscribers to it in the following ways:
1) Upload a CSV file of contacts to your trigger segment
2) Add a single subscriber to your trigger segment manually
3) 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.
4) 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 stepadding 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.
5) 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 opt-in 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
6) You can also add subscribers to segments using Link actions or Polls in your emails.
7) You can add subscribers to segments via our direct integrations or through 3-rd party apps, like Zapier or Pabbly connect.
What happens if someone is removed from the trigger segment before they finish and complete the workflow?
Once a subscriber has been added to a workflow, their status in the trigger segment has no impact on whether they continue through the workflow or not. If they have already started going through the workflow, and you remove them from the trigger segment, they will still continue in the workflow.
If you want them to stop and exit the workflow, you need to remove them from the workflow directly—not from the trigger segment. See the steps here on how to remove a subscriber from a workflow.