Setting up your Flodesk account
A quick overview of how to set up your account
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.
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 can access 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 grow your list through various opt-in forms.
However, if you want to continue using the platform to send emails and trigger workflows, you need to convert to a paid subscription plan.
Note: Unlimited emails and unlimited email sends on our paid plans may require you to set 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 and the Flodesk support team can see it if you contact us for technical assistance.
Flodesk handle: This will be the subdomain for your published full page and link in bio form links and checkouts.
Timezone: Select your timezone. When you schedule or send an email, any analytics information will be displayed in the timezone you select.
Password: You don't need to change it if you just created your account. But this is where you can set a new password for your account later.
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 transparent PNG file to ensure it looks great on all backgrounds. You can upload one logo file only.
Brand colors: You can set 10 brand colors, which 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 that 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 is accessible and where you can receive letters by post.
Social links: Icons in your emails will automatically link to these URLs.
Flodesk branding: Use a Flodesk-branded footer that automatically links to your unique referral sign-up link so you get paid for anyone who signs up through your emails, full page forms, and checkouts. You can hide this footer with any paid plan.
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 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 from which you want to send your email campaigns, you don’t need to change anything.
If you want a different email address, click the +Add new sender button and fill in the new sender information. For security purposes, we will send a verification link to the new email address you added.
Step 5. Authenticate your sender domain
You will find the Flodesk-specific DKIM and SPF authentication records and a domain-level DMARC record under Account settings > Domain setup.
DKIM, SPF, and DMARC records help email providers recognize and trust your emails, increasing your deliverability and reducing the risk of going to spam.
You can add these records manually or, if supported, via the automatic flow to your domain provider's DNS records.
Summary
To set up your Flodesk account, you will need to:
Fill in your account and brand details
Verify your sending email address
Authenticate your custom sending domain