4 Emails I Automate with Flodesk (And How You Can Set Them Up Too)
Disclaimer: I’m a Flodesk partner, and this post contains my affiliate link, meaning I may receive a commission at no extra cost to you. That being said, I have used Flodesk for over a year before becoming a partner, and I love everything about it. Thank you for using my links!
Email marketing was one of those things I knew I should be doing, but it felt overwhelming, so I kept pushing it off. Thankfully, that changed when I gave Flodesk a try.
Flodesk made it easy. It felt like it was built for creators — beautiful, easy to use, and powerful without being overwhelming.
If you’re not already using Flodesk, you can try it free here and see why I recommend it so often.
Before we go any further, I do want to note that these are all set up in Flodesk’s Workflow builder. The best part about it is that once your workflow is set up, it’s continually running on autopilot in the background, saving you time, and helping you earn more.
1. Lead Magnet Delivery
This automation sends over your freebie instantly after someone signs up through a Flodesk form. The form collects the user’s info, while the workflow delivers an email with the freebie download or link.
What I use it for:
Every single freebie I offer is connected to a Flodesk workflow. I find it to be the simplest way to grow my list daily, by continuously sending traffic to the opt-in page.
How you can set it up:
To set this up, you first need to create a form for your freebie. I prefer using either their link in bio template or full page template, so I can direct traffic from Instagram posts and stories directly to the opt-in pages.
Then, connect it to a segment. I prefer to create a new one for each freebie, and I just name it something like “FREE [freebie name]” to stay organized.
Once you have your segment and form, you’re ready to create your workflow! To do so, head over to the Workflows tab and click new (I personally start from scratch for all of my workflows).
For your trigger, make sure it’s set to “a subscriber is added to segment” and select your new freebie segment.
Then, just add an email! I like to include a brief thank you, a link to their download, and what they can expect moving forward. If you have a low-ticket entry product, you could include a link to that at the end of this email for some quick sales.
Once your email is added, update the subject line and preview text to match your freebie.
Then, before the workflow ends, I like to add them to my regular newsletter list so they continue hearing from me beyond the freebie. You can do this by adding an action step right before the exit.
After that, it’s ready to publish!
2. Nurture Sequence
A nurture sequence is a set of emails that introduces you, provides value, and moves your new subscriber closer to purchasing. They also work hand-in-hand with freebie deliveries.
What I use it for:
I don’t use this for every freebie (most of the workflows are just the delivery email), but I do run a nurture sequence that leads to my paid community on a few select, popular freebies.
How you can set it up:
First, open up a freebie delivery workflow you’d like to add a nurture sequence to.
After that, you’ll be building off of it as follows:
Email 1 - How to use the freebie (sent 1 day after delivery)
Email 2 - Niche-specific tips with a soft CTA (sent 1 day later, first filtering out upsell buyers)
Email 3 - What’s inside the offer (sent 1 day later, again filtering out buyers using a condition)
Email 4 - Who is the offer for? (sent 1 day later, filtering out buyers)
Email 5 - 1 hour left for the deal (sent 23 hours later, again filtering out buyers)
Email 6 - Share a related downsell to non-buyers (sent 2 days later)
By the way, I know this one is a lot of pieces, so to make it a little easier, I created a nurture sequence template you can use for free here (I even included what to say!).
Note: you may have to use Zapier to connect your checkout platform to a new Flodesk segment for purchasers to filter them out. I do this for every product I have because it keeps future promotions organized, too.
3. Abandoned Cart Notifications
Depending on the sales platform you use, when someone starts checking out one of your products but doesn’t finish, you can send them a friendly reminder.
What I use it for:
I use ThriveCart for checkout pages, so I’m able to connect Flodesk and ThriveCart through Zapier. This automation has been extremely helpful with recovering lost sales.
How you can set it up:
First, use Zapier or another integration to connect your cart to Flodesk. I like to create a new segment for this and name it something like “Abandoned [Product Name]”. This step can vary depending on your sales platform, but make sure the Flodesk configuration is set to “create/update subscriber” and select your new segment.
Here’s an overview of how it should look:
Once your zap is set up, you’ll need to create a new workflow for each product. Again, I find it easiest to start from scratch here.
For your trigger, make sure it’s set to “a subscriber is added to segment” and select your abandoned cart segment.
Next, add a time delay. I like to do 1 hour.
Here, I like to make sure buyers are filtered out one more time before sending the email (in case they went back and purchased before the email went out). You’ll do this by creating a condition. I have it take action if a subscriber is in a segment and select my product purchase segment.
After that, you’ll add your email! Make sure to add it under the “no” section as that will ensure only non-buyers receive the abandoned cart emails.
For the email, I like to give a quick reminder of what they left in their cart, why it matters, and a link to complete their purchase (optional: with a discount or bonus item). I like to keep the tone of this casual and friendly, not pushy.
Once that’s done, click publish!
4. Testimonial Requests
This automation checks in with buyers days or weeks after their purchase to collect feedback. You can have them respond to the email, or link a Google form (or other platform) to make it easy.
What I use it for:
I use these to collect new testimonials and social proof for my sales pages and promos (like Instagram stories or sales emails).
How you can set it up:
First, add a new workflow and set the trigger to when someone is in your product purchase segment. This should be the same segment you assign to buyers (either manually or via Zapier).
Next, add a time delay. I like doing 14 days, but it can be anywhere from 7-14, just as long as it gives your buyers enough time to use the product.
Lastly, add your email! This email should first thank them again for their purchase (and name the product, so they know exactly what you’re referring to) and request a short testimonial if they have time. You can include an incentive like a free resource or discount, too.
Once you’ve written your email, you’re ready to publish!
Ready to build your own automations? You can get a free trial of Flodesk (plus 50% off when you join!) with my partner link, here.
Remember, once you take the time to set up even just one automation, it becomes a system that starts working for you, and frees up time to keep doing what you do best.
