Workflows
Automate your emails
Getting started with workflows
Time delays 101
All about the Time delay step in Flodesk workflows Flodesk gives you powerful control over when things happen in your workflow. The Time delay step...
How to use condition steps in Flodesk workflows
Flodesk gives you powerful control of your workflow by allowing you to specify conditions which must be met before subscribers are advanced to the nex...
Upgrade to Workflows V2
A quick overview of the new features in Workflows V2 and how to switch over your existing workflows to this new system We are migrating our workflows ...
How to exclude specific segments from a workflow
With Flodesk Workflows v2 , you can easily exclude particular segments from entering or continuing in a workflow. Learn how to leverage the flexibili...
How to add existing subscriber segments to a new workflow
When you create a workflow, sometimes you want to add subscribers who are already in the segment to the workflow. With Flodesk Workflows v2 , you can...
How to trigger a workflow once a form is completed
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 , simplifying t...
How to share workflow templates with other Flodesk members
A detailed guide on how to share workflows between Flodesk accounts Did you create a high-performing sales workflow that you want to Share with all yo...
How to let subscribers repeat a workflow
Learn how to send a subscriber though a workflow more than once. With Flodesk Workflows v2 , you can let subscribers go through email automation more...
Triggers 101
All about the Trigger step in Flodesk workflows Flodesk makes triggering a workflow very easy. On Workflows V2 , you can trigger a workflow once a ...
How to use the Exit step in your Workflows
All about the Exit step in Flodesk workflows When creating a new workflow, you can now decide whether subscribers complete your Workflow when they rea...
How to create workflows
A quick overview of the available workflow steps you can use to create any workflow A workflow ( also referred to elsewhere as email sequence, emai...
How do I get started with a freebie opt-in offer on Flodesk?
Freebie opt-in offers (aka lead magnets) are a great way to build your email list. All you have to do is give your audience something in exchange for ...
Update to date-specific time delays on Workflows v2
Workflows v2 gives you more control over date-specific time delays in your automations. Learn how to leverage the flexibility of this powerful featur...
Actions 101
All about the Action step in Flodesk workflows Flodesk gives you powerful control over segmenting your audience using workflows. The Action step al...
Workflow emails 101
All about the Send Email step in Flodesk workflows Flodesk allows you to send beautiful emails as one-offs or as steps in a workflow. Here's how to ad...
Setting up workflows for every part of your business
How to turn new subscribers into loyal fans with a nurture sequence
Want to turn new subscribers into loyal fans—automatically? That’s exactly what a nurture sequence can do for you. In this video, you’ll learn What ...
How to create a lead magnet delivery flow
Publish a lead magnet form that subscribers can opt in to, and automate the delivery of your content. Want to launch your first lead magnet with Flode...
How to set up a Registration Confirmation Workflow
A step-by-step guide on how to set up and customize the Registration Confirmation workflow template The Registration Confirmation workflow template he...
How to set up multiple lead magnet workflows with one welcome sequence
A detailed guide on creating workflows for multiple lead magnets and delivering your welcome sequence once. Do you have more than one lead magnet or f...
How to set up a Re-engagement Workflow
A step-by-step guide on how to set up and customize the Subscriber Re-engagement Sequence workflow template The Subscriber Re-engagement Sequence help...
Common questions and troubleshooting
How to add existing subscribers to a workflow
A step-by-step guide on getting existing subscribers started on a new workflow Important : the below steps are applicable to workflows v1. If you have...
Why did subscribers complete my workflow when it still has future email steps?
All about completed subscribers in workflows You spend so much time crafting the perfect nurture sequence only to see that some subscribers show up as...
How to troubleshoot your workflow if you get a validation error at publishing
Overview of the most common workflow error messages you might see and how to fix them Workflows can help you do more with less. You set them up once a...
How can I see how my workflow performed?
Learn all about your Workflow analytics. Workflows help you send automated emails so you can do more—and reach more people—in less time. With our Work...
How to troubleshoot your opt-in system if your emails aren't coming through
An overview of the most common reasons why your workflow may not send you an email when testing your signup form or workflow "I've created my form and...
Workflow logic FAQs
Answers to some frequently asked questions about Flodesk workflows The following are some quick answers to workflow questions we get asked frequently ...
How do I add or remove a subscriber from a workflow?
Learn all about managing subscribers within your Flodesk workflow Flodesk allows you to manage subscribers on an individual level within your workflow...