Workflows = your new best friend.
They’re what deliver your freebies, send your welcome emails, and generally make it look like you’ve got your life together lol
Here’s how to set them up 👇🏻
Step One: Pick Your Workflow
Head to your member dashboard under the Digital Marketing section, and grab the one you need...freebie delivery, ARC team, bonus scene delivery, Kickstarter campaign, whatever fits the vibe.
Step Two: Add It to Flodesk
Make sure you’re logged into Flodesk.
Click "open link" on your chosen Workflow template.
You’ll see a message pop up that says “Sam has shared a Flodesk workflow with you.”
Step Three: Make It Yours
Once it’s open, start customizing:
Edit the email copy so it actually sounds like you
Tweak the subject lines
Update delays between emails (maybe give it a day or two between each send)
Swap in your book covers, graphics, or whatever pretty thing fits your brand using the Canvas templates under the Digital Marketing section
Step Four: Check Your Trigger + Segment
Every workflow starts with a trigger — aka what sets the whole thing in motion.
Make sure it says:
Trigger: Begin workflow when a subscriber is added to segment(s)
→ then pick the segment that matches what you’re doing (like “Freebie Readers,” “ARC Crew,” or whatever fits).
If you need a new one, just hit Settings → Choose Segments → Create New.
Step Five: Set It Live
Last step!
Double-check your links
Make sure the buttons actually go somewhere
Add a good subject line and preview text
Then hit Finish → Publish
That’s it.
Your workflow is now officially live and running in the background, sending your emails, and making you look like you totally know what you’re doing!
PS: If you don’t have Flodesk yet, use my link to save 50% on your first year.