Once you've started your free trial or become a paid member, you'll want to set up your Flodesk account so you can send your first email ASAP.
Step 1. Create an account in Flodesk
Signing up for a Flodesk account only takes a few steps. When you join us, you will start with an initial free trial. During your initial free trial, you’ll have access to our full suite of design tools and features to help you craft stunning emails and engage with your audience. However, to ensure the best experience for all trial users, email sends are capped at 500 recipients per day.
After the trial period, you can remain on our free forms plan and growing your list through a variety of opt-in forms.
You need to convert to a paid subscription plan, however, if you want to continue using the platform to send out emails and trigger workflows.
Note: Unlimited emails/unlimited email sends on our paid plans may require you setting up an authenticated custom domain email.
Step 2. Fill in your Account details
You only need to do this once, so why not check it off your to-do list right now?
You’ll find your account details under Account settings > Overview and they include
Your account email: this is the email address you use to log in to your Flodesk account. It can be different from the email address you’d like to use later to send your emails from, aka ‘sending email address’.
Full name: this is the name for your account. We recommend using your own name. This is not visible to your subscribers. Only you can see it and the Flodesk support team if you contact us for technical assistance.
Timezone: pick your timezone. When you’re scheduling or sending an email, any analytics information will be displayed in the timezone you select here.
Password: no need to change it if you just created your account. But this is the place where you can set a new password for your account later.
Go here to learn more about how to customize your Account details.
Step 3. Enter your brand details
Your brand details are under Account settings > Branding and they include your
Logo: your logo will automatically display in your emails and pages. We recommend a .PNG file with transparency to ensure it looks great on all backgrounds. You can upload one logo file only.
Brand colors: you can set 10 brand colors and they will be available in your color palette for easy access while editing your emails and forms.
Brand fonts: these fonts will be available in your font picker. You can access them while editing your email layout blocks, forms, and checkouts. Note: brand fonts are not available in plain Text blocks.
Company details like company name—if you’re a personal brand, it can be your name. And website—if you don’t have a website yet, leave it blank for now. Your logo will link to this web address in your emails.
Company address: to comply with email marketing laws and regulations (federal CAN-SPAM Act), you need to enter a valid mailing address that’s accessible to you and where you can receive letters by post.
Social links: icons in your emails will automatically link to these URLs.
Go here to learn more about how to customize your Branding details.
Step 4. Set your From name and Sending email address
You can set your sending From name and sending email address under Account settings > Email setup.
Decide on your sending From name. This is what appears in the ‘from’ area when you send an email.
See below a few ideas using Flodesk as the brand:
Flodesk (the business name itself)
Petra Molnar from Flodesk (your name + from + business name)
Petra Molnar | Flodesk (your name + a separator + business name)
Petra at Flodesk (your first name + at + business name)
Petra Molnar (Flodesk) (your name + (business name))
As a default, your Flodesk account login email is displayed as your Sending email address.
If you signed up to Flodesk using the email address you want to send your email campaigns from, you don’t need to change anything.
If you want to use a different email address, click the +Add new sender button and fill in the new sender information. We will send a verification link to the new email address you added for security purposes.
Go here to learn more about how to customize your From name and sending email address.
Now that you've successfully set up your Flodesk account, you're ready to send out your first email. To learn how, check out 3 Steps to Send Out Your First Flodesk Email.
Summary
To set up your Flodesk account, you will need to:
Fill in your account and brand details