A detailed guide on how to delete segments and how to find out which forms, workflows, and preferences they're connected to

Segments are the cornerstone of your email marketing success. They help you organize your subscribers into groups so that you can personalize your communication with ease, stay relevant and add value.

From time to time, you may want to change your existing segments in Flodesk. This can include creating new segments, merging audience segments or even deleting them.

When it comes to deleting segments, there are a few important things to keep in mind that we'll discuss in detail here.

​

To delete a segment, hover over the segment's card, click the 3 dots (...) and select 'Delete' segment.

To confirm this action, click on the red 'Yes, delete' button.

• This segment will be permanently deleted

• Subscribers in this segment will not be deleted from your list. You can always find these subscribers in the system-default "All subscribers" segment and any other segments they are in

• This action cannot be undone

If you click Delete segment and the segment is already connected to forms, workflows, or preferences, the popup modal will tell you what those are. See the examples below. This can help you identify where your segments are used.

If a segment that you’re deleting is linked to an opt-in form, subscribers will be added to the system-default segment 'All subscribers' when they sign up via that form.

To avoid that, add another segment to your opt-in form before deleting the original segment.

The Delete segment warning modal will tell you exactly which form(s) this segment is connected to, as shown in the example below.

• This segment will be permanently deleted

• Subscribers in this segment will not be deleted from your list or other segments

• Form subscribers will be added to the segment ‘All subscribers’ unless you specify an alternate segment

• This action cannot be undone

If a segment that you’re deleting is linked to a Workflow, your Workflow status is auto changed to Paused. Without a target segment, the Workflow cannot be triggered.

To avoid this, edit the Workflow before deleting the segment and set a new trigger segment.

The Delete segment warning modal will tell you exactly which workflow(s) this segment is connected to, as shown in the example below.

• This segment will be permanently deleted and your Workflow will be paused until you set a new trigger segment

• Subscribers in this segment will not be deleted from your list or other segments

• This action cannot be undone

If a segment is already linked to a Preference option on a Form, you won't be able to delete it just yet. First, edit your Form preferences.

The Delete segment warning modal will tell you exactly which form(s)' preference option this segment is connected to, as shown in the example below.

• This segment will be permanently deleted

• Subscribers in this segment will not be deleted from your list or other segments

• This action cannot be undone

If a segment is already linked to a Preferences Page option, you won't be able to delete it just yet.

First, you need to edit your preferences by going to My Account > Opt-in setup > Preferences Page.

• This segment will be permanently deleted

• Subscribers in this segment will not be deleted from your list or other segments

• This action cannot be undone

If a segment is linked in multiple places, including to a Form Preference option, a Preferences Page option, a Form and/or a Workflow, you won't be able to delete it just yet.

Depending on where your segment is linked, you may need to follow the steps below:

1. Edit and unlink the segment from the Form Preferences and from the Preferences Page options

2. Update your Form and change the Segment associated with it

3. Edit your Workflow and set a new trigger Segment for it

After unlinking the segment from Form Preferences, Preferences Page options, Forms and Workflows, you can now delete the segment.

If you delete the segment that's automatically created via our Shopify integration, it will remove the integration itself, but already synced subscribers will remain in the list.

• This segment will be permanently deleted and your integration will be removed

• Subscribers in this segment will not be deleted from your list or other segments

• This action cannot be undone

Segments help you organize your subscribers into various interest groups so that you can serve them highly relevant, personalized content.

You can create unlimited new segments in Flodesk. But when it comes to deleting them, follow the guidelines above to streamline your subscribers’ experience.