How to Create an Email Series in Flodesk

Email Marketing, SquareSpace | 0 comments

One of the easiest ways to gain traction with your email marketing is to set up a welcome sequence of emails when someone joins your email list. You can also use email series to onboard people when they’ve bought a new product or service from you. The video below outlines how to create an email series in Flodesk.

Written Instructions for How to Create an Email Series in Flodesk

First, you will need a way for people to get on your email series. The easiest way to do this is through a form that you add to your website. If you have a Squarespace website, I have a super easy tutorial on how to create a form and add it to your website here. (The process is very similar for WordPress websites).

Your form will be programmed to add someone to a segment (this is important for the email series). For a purchase sequence, you will have to set up the purchase to add someone to the appropriate segment in order for this to work.

Once you have a form created, you will go to Workflows in the menu at the top of your Flodesk account.

Click the button +New Workflow.

This will bring up a number of pre-created email sequences. This is a nice feature because (especially if you don’t already have your emails written) it gives you guidance on how to structure each type of sequence.

Select the version that works best for you and it will open up the email series builder.

At the top you will see the trigger section – this is where you select the segment that will be receiving this series once they sign up with the form.

Then you can select options to send email, or wait a certain amount of time. Best practice is usually to send the first email right away, and then to stagger the rest of them to be sent every few days or so.

As you can see in the video, FloDesk has a very easy to use visual builder for the email series.

Best of luck! Xx, Kara

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Hi, I'm Kara

I’m one part website designer, one part strategist and one part accountability partner.  I help service-based solopreneurs get set up online without the tech headaches!