Flodesk: mini FAQ and quick tips to get you started swiftly

As Flodesk is still in its beta launch mode I’ve collected some FAQs and quick tips that could be useful if you’re new to Flodesk. And to email marketing in general.
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mobile phone with an email on screen designed in Flodesk

Flodesk is a new emerging email marketing platform and many small business owners and creatives are taking it for a test ride recently before subscribing for the service.

As Flodesk is still in its beta launch mode and new features are being implemented in the coming weeks and months, there are lot of questions asked how certain things can be done with what’s available currently.

In this blog post I’ve collected some FAQs and quick tips that could be useful if you’re new to Flodesk. And to email marketing in general.

Note that as features are released frequently this mini FAQ reflects a few common questions and answers as relevant on January 22, 2020. For the latest information join the Flodesk Insiders Facebook group and consult regularly the Flodesk Help Center articles, too.

This post was first published on October 10, 2019 and has been extended and updated in May 2020 with additional FAQ items.

Disclaimer: the Flodesk link is an affiliate link which means I get a commission if you purchase through me, but you’ll get 50% off your Flodesk subscription too.

Q: When I try to upload my logo in the brand preferences, and I click on the “upload logo” nothing happens.

A: If that happens try clearing your browser cache and refreshing the page. If that doesn’t work, try it in a different browser. Sometimes browser plugins can block the file upload pop-up!

Q: Can I set up a double opt-in with Flodesk?

A: Yes, you can. This quick tutorial walks you through the steps how to set up a double opt-in in Flodesk with a confirmation email and a Thank you page—all designed within Flodesk.

Q: How can I resend my campaign emails to subscribers who didn’t open it the first time?

A: Flodesk just released a new feature to make it easy to resend your emails to unopens. All it takes is four clicks. And you’re ready to go!

Q: What are the dimensions of the full page form image in Flodesk?

A: The full page form image size is about 440 x 650px.

Q: I have a question about the pictures that you upload to a pop-up optin. I cannot seem to find the option to resize or reshape the picture and the one I am using is a bit too big for the screen. What are the ideal image dimensions?

A: The image in the pop-up form is about 760×980 px as far as I could measure it. Try to load an image of this size to see if it fits better.

Q: I’m at creating a workflow for an email sequence for an existing segment. For the workflow trigger it only allows me to choose “when a new subscriber is added…”. Is there a way to run a workflow on an existing segment?

A: There isn’t at the moment! Flodesk is working on this issue in the coming months as part of their core functionality updates. In meantime, the workaround for this would be to re-upload to the segment.

*Update: since the recent workflow feature release you can now trigger a workflow with more than one segment at a time. This means that your workflow is triggered when someone is in any of the segments you’ve selected. Either in this or in that.

Q: I designed the first email in the workflow and want the rest of the emails to have a similar layout. How can I duplicate that email in the workflow?

A: Save it as favourite and then reuse it. When you design an email there’s a heart symbol in the top left corner. When your email is done, click the heart to save it to your favorites.

Your favorite emails are stored among all the available email templates. It’s the second option in that list.

save email to favorites in Flodesk
favorite emails in Flodesk

Q: I created a new email in a workflow sequence, but that email doesn’t show up in my main “emails” tab in Flodesk. How can I get it to show up with my other emails?

A: Go to the workflow in edit mode, select the email and choose edit. When the email designer opens, look to the left margin and you should see a heart. Click the heart and that email will be added to a favorites section in the templates. You can then use it as a template to create any other emails you’d like.

Q: I signed up to my own Flodesk workflow to test it and I’m not getting the workflow emails. I tried it several times and no emails are coming at all. What could’ve gone wrong?

A: When you are testing your workflows in Flodesk, you have to use a different email address each time you sign up on the form. If your email is already in a segment, it will not send again. Not even if you remove yourself.

As you may not have dozens of emails for just testing purposes, there’s a handy built-in solution you can use in this case.

If you add a “+” sign in front of the “@” in your email, you can sign up again. So, for example, my email is hello@thisismydomain.com. When I want to test a workflow, I use hello+@thisismydomain.com. If I need to test it again, I use hello++@thisismydomain.com. You can add as many +’s as you need. Your workflow is probably still working, it just isn’t sending duplicates.

 

How To Set Up A Double Opt-In In Flodesk

Q: Looking at my data from an email sent this week, it shows several people clicked on a link, but didn’t open the email. How is that possible?

A: It sounds like your emails are clipping in Gmail! People are opening your email but Gmail isn’t tracking the opens because your emails are clipping.

A: Note that this can also happen in Outlook because on a desktop, Outlook blocks images unless you right click and select to download them. Until you download the image, it will register as NOT being opened. Even if you click a link in it.

Q: I use Elementor and I’m trying to embed my opt-in form into my blog post. I copy the hmtl and put it in the html block in elementor but it doesn’t show anything. I’m not really sure what to do.

A: I also use Elementor on my WordPress website. Did you add the first part of the code to your website’s header? You can do that with plugins like ‘Insert Headers and Footers’.

Also while you’re editing the page, it won’t show the form. Only after you’ve saved it and look at it live or in a separate preview window.

adding Flodesk form script to header tag

Q: I’d like to repeat my ribbon sign up form on my website. I’ve added the embed code twice, but it only shows once on the page. Would I need to duplicate the ribbon vs using the same one/same code?

A: Flodesk allows you to add the same embedded form in multiple places on a single webpage but you need to modify the code slightly. Read about the required steps in this help center article.

Q: If I add a new email to an existing workflow in Flodesk, will my subscribers that have already finished the workflow receive that new email?

A: No they won’t.

Q: Is there a way to have them receive new emails in a workflow? I’m always adding to my automations.

A: Flodesk will be adding this option in the coming months. In the meantime, you can add a 100-day time delay to the end of your workflows in case you want to add on anything else.

Q: Is it possible to post a video into Flodesk email?

A: Video can’t be embedded into emails. Like, at all. The best you’re going to get in any email platform is a Gif.
Take a screenshot of your Youtube / Vimeo etc. with a play button on it and add that image into your email. Then, link the image to your actual hosted video!

Q: Can I have two separate business accounts in my Flodesk account? I see there’s only one area to add brand details.

A: Flodesk allows you to send emails from multiple sending addresses, so you can use it for multiple brands.
For a more detailed explanation check the following support article in the help center: I have multiple brands. Can I send emails from all of them in my Flodesk account?

Q: When I try to create a post on my Facebook page using the URL for my Flodesk landing page, the image that comes up is a generic Flodesk image. Is there a way around this?

A: There’s a workaround for this as described in the How do I edit the image preview when I share my full page form:

  • Take a screenshot of your full-page form
  • Paste the screenshot into your social media post as an image first
  • Add the URL link of your Flodesk full-page form to the post beneath the image
  • Delete the automatically generated preview

Q: Where can I find the ‘media library’ in Flodesk? I haven’t seen a way to store images on my account.

A: Flodesk doesn’t have a media library and it was a very intentional decision on their side. They designed the system this way to keep things clean and simple. And also to encourage members to use up-to-date content in their creations instead of using the same images over and over. Audiences love seeing fresh images all the time!

To speed up the process create a folder on your computer and collect there all images you intend to use with your Flodesk email campaigns and newsletters. And upload them as you design your emails.

Q: How do I get the opt-in option on the forms. With MailerLite it had a place for people to check to opt-in.

A: There’s no extra checkbox with Flodesk. You don’t need that if your wording is transparent. You can read about this in the Flodesk GDPR help article.

Q: I’m at making a template from scratch but can’t find the “handwriting” type fonts. Are they only available in preset templates?

A: The way the fonts are set up in Flodesk is very much by design! Certain fonts are only available in the so called layout blocks and not in the text blocks. Check out the help article Why am I not seeing custom fonts in the email builder Text Block? for more details on it.

layout block in Flodesk
script fonts in layout block

Q: I built my first opt-in form, but I can’t see the Java code to put in my website. How do I find this? I clicked on embed and it gives me the link only.

A: You may have created a full page form. That gives you a shareable link at the end.

If you want to embed the opt-in form to your website, you need to use an inline, ribbon form or a pop-up style form.

Q: I made my first newsletter and scheduled it for next week. How can I go back to edit it?

A: Under the “Emails” section where you should see your email in sending mode, click the 3 dots (•••) in the upper right-hand corner of the email. At the bottom of the options is Cancel. Select cancel and then you should be able to edit it again. Once you’re finished, reselect your preferred send time.

cancel scheduled email in Flodesk

Q: I have an automated email series in MailChimp. Is there a way to transfer that over to Flodesk or do I have to start from scratch?

A: You can’t transfer automated workflows from one email marketing provider to the other. It’s not only applicable if you move to Flodesk, but from any ESP to another.

They use different automation terminology, logic and features. You need to check each ESP (that’s what the trial periods are for) how they manage workflows and you need to re-create them. Or it’s a good opportunity to see what was working well / not so well in your previous ESP’s workflow and up your game. Fresh start.

Q: How can I send myself a test email in Flodesk?

A: When you finished editing an email in the top left corner there is a paper airplane icon. Click that and you can send a test email to yourself.

send test email in Flodesk

Q: Can I add to a workflow anytime?

A: You can add to a workflow anytime but it would only affect new subscribers and subscribers who are already in the workflow before they reach the point of what you would be adding.

Until Flodesk releases the ability to add a new step and have it apply to completed workflows you can add a 100-day time delay to the end of your workflows in case you want to add on anything else.

Q: Is there a way to remove templates from my favorites?

A: Go to your favorite emails library, hover over the email that you want to remove. There will be 3 dots on the top with Action > Remove from favorites.

Q: In my workflow I have a condition set for opened emails yet everyone is being sent to “No”. Even though the open rate is almost 50%. Why is this happening?

A: Do you have a time delay between your email and your condition? Because you should have at least a 24 hour time delay between the two. The system needs to know how long to wait to check to see if the emails were opened! The way it’s set up now, the system checks for an open immediately after the email is sent which is always going to result in a “no” condition.

Q: Is it possible to resize the logo image block?

A: Absolutely!

  1. Click the image or logo block in your email to select it.
  2. Hover over the image or logo inside the block and notice the black triangle on the bottom right-hand side. Click and drag this corner to resize your image or logo:

Q: Can I edit a workflow after it’s published?

A: Of course. Pause it first by clicking the 3 dots on the top, then click “edit”. Once finished don’t forget to publish it again!

pause workflow in Flodesk

Q: Is there a way to name/rename my workflows in Flodesk? I have several opt-ins running on my website and I want to be able to easily identify each linked workflow.

A: Yes, you can do that. First you need to pause the workflow by clicking on the 3 dots in the upper right corner like explained above. When the workflow is paused click again the 3 dots and a new drop down menu will appear with the option to rename it.

Q: How can I personalize the email with merge fields? I want to be able to include first names or personalized info inputted through CSV file.

A: When you write an email, select a text block and then on the right hand side in the edit options the second tab is Fields. You can select for personalized greeting e.g. the First name option, and you can also add a fallback.

personalize email with first name field in Flodesk

Q: How can I remove the last name field from my inline form? I only want to have “name” and “email address” and NOT last name.

A: Go to your inline form in edit mode. Click somewhere on the screen outside of the form itself. Then at the right hand side the second editing tab is called Fields. Deselect there the last name field and you’re done.

Q: I imported a CSV from my current email marketing provider with about 1000+ email addresses, and it says I have only 520 subscribers. What am I doing wrong?

A: As Rebecca Shostak explained:

“Flodesk has a special technology that checks for bounces when you upload your list, so if you’re seeing a lot fewer emails it could be that they bounced immediately. I’ve also seen lists added that have a lot of duplicates. Since we only count subscribers once, duplicates could be a factor here! Try clearing your browser cache and trying again, but if it comes up the same every time it’s almost certainly duplicates / bounces in your list!”

Q: Why does the font keep changing when I hit return to start a new paragraph? I tried highlighting and deleting all of the space after the text, but as soon as I try to start the next paragraph it happens again.

A: If you want all of the font in a block to be something else, here is what you do. You click on that block, but do NOT select any of the text. Just select the block itself. Then off to the right, in the customization area, you change the font settings. This will apply those setting to the whole block.

If you are already in the area typing, it will only change what you highlight and change, and as soon as you hit enter it reverts back to the default setting for the block.

Q: I created a form I loved for my opt in but when I got to it on my cell there’s no image displayed. What should I do?

A: That’s normal and intentionally made so by Flodesk. On mobile phones and smaller screen sizes the images of the form won’t show. That way the form loads quicker and that enhances your conversion rate. You can read about this in their help center article.

Q: Is there any easy way to move over every segment from my current ESP to Flodesk?

A: I would download the segments one by one into a CSV file, and then load them individually into Flodesk. That way you will have the same setup as in MailChimp. Or before you move over completely to Flodesk, you can evaluate how things worked in MailChimp and if there’s anything that you want to do differently in Flodesk.
Also note that Flodesk is in private beta and certain features are not yet available.

Q: Is it possible to add additional fields to the form pages in Flodesk?

A: Right now Flodesk doesn’t have the option to customize form fields or add additional form fields of your choosing, but this will change when Flodesk is out of beta.

There are some other ways of capturing information, though. The easiest would be to set up a free Google Form that allows you to ask your audience some questions.

Google forms will collect your answers into a Google sheet for you. Then you just put the link to the form in a button (in your welcome email). It’s a great opportunity to learn about your audience, and the sheet will let you organize people according to their answers.

Once you have your Google forms data collected, save it as a CSV file that you can upload to Flodesk. Make sure to add the new fields and to map your new custom fields in Flodesk.

 

add field option in Flodesk

Q: Would it be possible to make those who mark our emails spam auto-deleted from our lists?

A: Flodesk absolutely automatically unsubscribes those who mark your email as spam.

Q: If someone is marked unsubscribed in Flodesk and I add them back in via a CSV (e.g.: I do a quick export of my clients from another system where I cannot exclude them from the CSV), will Flodesk keep them unsubscribed? I want to make sure I am not resending to someone who has unsubscribed.

A: If you are uploading a CSV and there is a contact on it that is already in Flodesk and unsubscribed, they will remain unsubscribed.
The only way for a subscriber to re-activate is if they opt themselves in via a form on your website.

Q: When I tested my welcome sequence workflow with my friend’s email address, the email went right to spam. What should I do?

A: The top reasons why emails go to spam (and this is independent from Flodesk and can happen with an ESP you use):

  1. Your domain is not verified.
  2. You haven’t warmed up your IP.
  3. You weren’t mindful enough of your emails’ subject lines.

These blog posts contain additional tips how to avoid the spam folder and spam filters:

My Flodesk Email Landed in Spam – and What to Do About It

How to avoid spam filters and get your emails delivered

If you enjoyed reading this you might want to check my previous post about how to build an email list from scratch with Flodesk, where I walk you through the following topics in more details:
  • What is Flodesk and how does it compare to other email marketing providers
  • Is Flodesk the right choice for your business?
  • Inside Flodesk: the four main sections – Emails, Audience, Forms, Workflows
  • How to transfer existing subscribers from MailerLite (or your current provider) into Flodesk
  • How to set up your brand preferences in Flodesk
  • HubSpot’s top strategies on how to build an email list from scratch – how does Flodesk score?
Also, when you work on your freebies and let’s say you want to go beyond a pdf booklet, cheatsheet or checklist as your lead magnet, you up your game easily with Flodesk. Even in their current beta launch version you have every ingredient to wow your audience with an email course or 5-day challenge. In my blog post How to set up an email course opt-in with Flodesk I break down the steps how I created one. Use it and tweak it according to your needs.
 
Love what you’ve seen in this post, and want to check out Flodesk?
Click on my invite link.
 
Or if you’ve already signed up for a free trial but want to get the discounted offer, use the code ARRADESIGNSTUDIO to get 50% off your subscription for a lifetime! Just add this code before you’d complete your membership purchase.
 
Should you have any questions about Flodesk, leave me a comment here under this blog post and I’ll get back to you. Wishing you happy emailing and email list building!
 

promotional graphics for blog post Flodesk mini FAQ and quick tips to get you started swiftly

Blog post featured image photo credit: MOYO studio (referral link)

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13 Responses

  1. Hey there – awesome page! So, I’m posting my Flodesk landing page link to share my opt-in via Facebook, when clicking the link within my FB post on desktop it’s opening up a teeny, tiny version of the desktop landing page view. It happens with Flodesk and Bitly links in Facebook. Any work arounds you know of?? The straight link from Flodesk pasted into the web browser is fine so it’s got to be FB related. Mobile view is fine, but then again there’s no imagery and branding on the mobile view 🙁

  2. Hi Petra!
    just find out this amazing FAQ section, and found that you already answer my question “How to add the subscriber name” Thanks!

    1. Hi Macarena,

      Thanks for your comments and questions. I’m glad you found these blog posts useful.
      If you need any help with Flodesk email marketing, just let me know.

  3. Hi! I am wondering when you change a workflow time delay trigger between emails, will this change go into affect for current subscribers, or just new ones after the change? Or will those who already subscribed continue on the original time trigger from when they signed up to the workflow email? I signed up to my own workflow 5 day email sequence with a different email and received day 1 and 2 fine, then changed it from a 24 hr delay to sending at 5:15am cst and the email didn’t come through the next day at that time. Thanks for your help!

    1. Hi Allie,

      If you edit and change an existing time delay step, it will only apply to those subscribers who are before that step or waiting on that step.
      When you need to go back to your workflows to edit a time delay step, follow these guidelines:

      • Create a new time delay step right below the one you wish to change
      • Publish this new version of the workflow
      • Go back to edit the workflow again and now delete the original/old time delay step
      • And then publish again.

      Let me know if you have further questions!

  4. Is there a way to share just a URL to my email signup with my audience within the text of a post? I can’t seem to find anything other than a way to create a form.

  5. Is there a way to share a template to another user? I’ve created an email template and my team would like to use it too. How can I share it with them so they can edit it to their links and websites?

    1. Hi Casey,

      Thanks for this excellent question! At the moment you can’t save your email as a template to share it across Flodesk accounts.
      You can share the URL of the email with them so that they can see the design, and this can be done even for draft emails.
      But they would need to re-create it in their own accounts.

  6. Hi! Loved this post. I am new to email marketing and this FAQ article was really useful! An additional question I have is this: I have a freebie/lead magnet AND an opt-in on my website to build my email list. I want both to lead to a welcome sequence, but I don’t want people who sign up both ways to get the welcome sequence twice. How do I set up these workflows to prevent people from getting the welcome sequence only 1 time, even if they sign up both on my site’s opt-in and for my freebie?

    Thanks! v

    1. Hi Val!
      Welcome to Flodesk and email marketing. You raised an excellent question. Flodesk has a built-in technology ensuring no one gets the same email twice.
      As you have two entry points in your email marketing – via a freebie/lead magnet and an opt-in form – follow these steps:

      Segments:
      1. Create a segment for those who sign up for your freebie/lead magnet. I will call this ‘Freebie Segment’ (but you can name it however you want of course).
      2. Create another segment for those who sign up via the opt-in form. I will call this ‘Opt-in Segment’.
      3. Create a third segment that will host those who go through your welcome sequence. I call this ‘Welcome Segment’.

      Workflows:
      1. Create a workflow that is linked to the ‘Freebie Segment’ and that would contain one email which delivers the freebie. Then add a new step in the workflow called > Action and set it to move subscriber to a new segment & Choose the ‘Welcome Segment’.

      2. If you plan to give a free gift to those who sign up via the opt-in form, set up a workflow linked to the ‘Opt-in Segment’ that would deliver them the freebie/gift. Then move them over via the Action step to the ‘Welcome Segment’.

      3. Create the third workflow that is linked to the ‘Welcome Segment’. Add all the welcome emails you plan to have in this series.

      The logic is as follows: if someone uses the same email address and uses the opt-in route, they will go through your Welcome Series emails. If they later on sign up for your freebie/lead magnet, too, they will get the freebie via the first workflow. And when they are moved via the Action step to the ‘Welcome Segment’ and workflow, Flodesk will see that they have already completed it and won’t send them the emails.

      As always, this may seem complicated at first, so I suggest to make a sketch on a piece of paper that shows you all the steps, how they follow each other, how they are linked together.

      Let me know if you have any additional questions.

  7. Oh happy emailing!! I have tried them all I think and hated them too!
    Great articles on Flodesk! I recently started with them and I am loving it! So different.
    I will be returning to your site as you have been sooo helpful. Thanks.

    1. Hi Kathryn, thanks for commenting. I had only tested a few providers before (MailChimp and Mailerlite) but I like Flodesk very much. It perfectly suits my current needs and my email list size. I see great potential in it. If you have any questions, just let me know!

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