Workflows
Automate your emails
Getting started with workflows
Actions 101: Automate Audience Segmentation in Workflows
Flodesk’s Action step gives you powerful automation tools to manage and segment your audience based on how they behave within your workflows. Think ...
Workflow Emails 101
Everything you need to know about the “Send Email” step in Flodesk Workflows In Flodesk, you can automate your emails beautifully and efficiently by a...
How to Let Subscribers Repeat a Workflow in Flodesk
Want to allow subscribers to go through the same workflow more than once—like redownloading a freebie or retaking a mini-course? With Flodesk’s “Allo...
How to Trigger a Workflow When Someone Completes a Form
Flodesk makes it easy to automate your marketing the moment someone joins your list—no manual steps needed. You can now trigger a workflow directly ...
Triggers 101: How to Start a Workflow in Flodesk
Triggers are the first step of every workflow—they tell Flodesk when to begin automation for a subscriber. With Flodesk, you can now trigger workfl...
How to Create Workflows in Flodesk
A simplified guide to automation, step-by-step Workflows (also called email sequences, email series, drip campaigns, or automations) help you send em...
How to Use the Exit Step in Your Flodesk Workflow
The Exit step lets you control whether subscribers complete your workflow or wait at the end for future steps—no dummy emails or workarounds nee...
How to Exclude Subscribers from a Workflow in Flodesk
Flodesk makes it easy to exclude subscribers from entering—or continuing in—a workflow based on their segment membership or workflow activity . Thi...
How to Use Condition Steps in Flodesk Workflows
Condition steps in Flodesk Workflows give you the power to automate personalized experiences for your subscribers based on their actions, preferences,...
Time Delays 101: How to Control Timing in Flodesk Workflows
Time delays are essential for building effective, well-timed automations in Flodesk Workflows. They allow you to control exactly when subscribers mov...
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. Learn how to leverage the flexibili...
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...
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...
Setting up workflows for every part of your business
How to set up abandoned cart workflows in Flodesk
Abandoned cart workflows in Flodesk automatically send targeted emails to customers who start to purchase a product but don't complete it in Flodesk C...
How to set up purchase follow-up workflows in Flodesk
Post-purchase workflows in Flodesk help you automatically follow up with customers after a purchase is completed. These workflows can be used to reque...
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
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 to View Your Workflow Performance
Easily track how your automation emails are performing—step-by-step. Flodesk Workflows are a powerful way to automate your email strategy, whether you...
How to Add or Remove a Subscriber from a Workflow in Flodesk
Manage individual subscribers in your workflows—quickly and confidently. Flodesk workflows automate your email marketing, but you can still manage ind...
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 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...