Design and send a welcome email automatically with a workflow

Use a workflow to automatically send a welcome email when someone joins your audience. This is the best option if you want every new subscriber to receive the same welcome message without having to send it manually.

This guide covers automated welcome emails only. To send a weekly or regular newsletter, visit: How to send weekly emails in Flodesk

Use this method if:

• You want new subscribers to receive a welcome email automatically

• You don’t want to manually select recipients or send times

• You’re building a consistent onboarding experience
  

Go to Emails in the top menu and click + New email.

Click the Welcome category on the left.
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Select a welcome email template and click View details to learn when it works best.

Use the preview toggle to check both views.

Click Customize to open the email builder.

• Click any section to edit text, images, or buttons

• Use the right sidebar to adjust styles and settings

• Use block icons to move, duplicate, save, or delete blocks

Pro tip: Upload your custom brand fonts to use them across email layouts, forms, and checkouts.

From the top menu, click Workflows and select + New workflow.

Select how subscribers enter the workflow, such as:

• When someone is added to a segment

• When someone completes a form

This determines when the welcome email is sent.

Click + and add an Email step.

Choose Duplicate an existing email, then:

• Select the welcome email you created

• Click Make a copy to add it to the workflow

Important notes about email copies

• You’re pulling in a copy, not the original

• Edits in the workflow email do not affect the original email

• Edits to the original email do not update the workflow copy

• You can edit the workflow version by clicking Edit on the email thumbnail

Below the email preview card in the right sidebar, review and set:

• Sender email address

• Subject line

• Preview text

These settings work the same way as manual emails.

Publish the workflow.

Your welcome email will now send automatically when someone meets the trigger conditions.

• Workflow emails cannot be unsent once triggered

• Only subscribers who meet the trigger conditions will receive the email

• Changes affect future subscribers only, not past recipients

Do I need to design the email first?
No. You can design it inside the workflow or select an existing email.

Can I design a welcome email from scratch?
Yes. You can start from a template, a favorite, or from scratch.

Can I use the same welcome email in multiple workflows?
Yes. Each workflow sends independently based on its trigger.

Can I edit the welcome email after the workflow is live?
Yes. Updates apply to future sends only.

Is this the same as sending a newsletter?
No. Workflow emails are automated and trigger-based.

Can I add emojis to my email?
You can add emojis directly inside your email content using your computer’s emoji menu.

1. Click into the email body where you want the emoji

2. Open your system emoji menu:

   • Mac: Control + Command + Space

   • Windows: Windows key + . (period)

3. Select an emoji to insert it into your text

Emojis work the same way in workflow emails as they do in one-off emails.