How to set up an email course opt-in with Flodesk

set up email course with Flodesk

Flodesk is a new email marketing service provider on the market. Their platform showcases stunning email templates and an intuitive user interface to design your email campaigns and newsletters in a matter of minutes. But it can do so much more.

Have you considered setting up an email course opt-in with Flodesk? Because you can totally do that! Read along and find out how I set up mine!

If you’re new to Flodesk read my 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?


I also collected a mini FAQ and quick tips to get you started swiftly in Flodesk.

Disclaimer: the 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.

Flodesk is not just for marketing campaigns

While Flodesk is an email marketing service provider but you can do so much more than just delivering freebies and lead magnets to your audience. Or pitch them in a beautifully designed sales sequence.

The gorgeous email templates make it a perfect candidate to set up an email course or a 5-day challenge, that you can then deliver to your subscribers with Flodesk itself.

You can create a free email course like I did and use it as your main lead magnet. A mini email course can help you to:

  • grow your email list,
  • establish you as a valued, trusted expert in the eyes of your audience,
  • and most importantly it can help your subscribers to solve a problem.


By giving your audience a quick and easy win without overwhelming them with too much information, and making them hungry for more with Flodesk’s stunning templates, you can engage your subscribers and capture their attention long term.

If you sell paid courses you can create a mini email course as a lead magnet for your premium offering. By giving away a module of your premium course for free, you can showcase your audience the value of your course and can guide them at the end of the free offer to the full course package in a nicely designed Sales workflow.

How to set up an email course opt-in with Flodesk?

1. Pick your email course topic

First you need to decide what your course will be about. Think about your area of expertise. What are the topics that you are knowledgeable and passionate about? Then look at your audience and ideal client you want to attract.

What are they struggling with?
What pain points do they have?
What can you help them with in the boundaries of a mini email course?

Random email course topic ideas

Whatever is your niche, you definitely have something to teach to your readers and website visitors. The below list is just a few random thoughts including various businesses and niches. It should give you some ideas while you brainstorm on your own mini course topic.

  • Photography
    • How to master your DLS camera in 6 steps?
    • 5 camera settings you need to learn to master your Nikon/Canon etc.
    • How to optimize your images for print/for web usage?
  • Coaching
    • How to stay motivated when you feel overwhelmed?
    • 4 effective ways to deal with stress
  • Business
    • How to write a killer business plan in 3 steps
    • How to validate your online business idea?
  • Marketing
    • Social media marketing quick starter guide for new business owners
    • 7 mistakes to avoid in your email marketing
  • Crafts
    • How to start scrapbooking for beginners
    • 6 ways to create adult coloring pages for fun or profit

2. Decide on the length of the email course

Once you know what you’ll be talking about in the email course, consider the duration. Most people have a short attention span and let’s face it we typically want everything right now if possible. And with little effort from our side.

If the course is too short, they may not get the results or may feel overwhelmed with the tasks they need to accomplish. If it’s taking too long they may lose interest and start wondering why this ‘quick win’ takes ages.

I’d suggest breaking down your email course material into 8 emails (or less):

  • Email nr. 1 should be a Welcome email to the course that explains them what they’ve signed up for and what they’ll get in this course.
  • Emails nr. 2-7 will deliver your course material, so you need to plan 6 course modules/units.
  • Email nr. 8 will be your Thank you email and you can use it to inform them about next steps.

3. Write the individual emails

Now that you know your topic and how many modules you need to plan for, start outlining the emails. Though it’s tempting to jump over to Flodesk and start designing, I recommend to start with a GoogleDoc or a Notepad. That way you don’t get distracted by design options.

Your primary objective should be to break down your course into small, digestible sized emails. Make them actionable and provide high value in each of them.

Once you’re happy with the course material emails, write the first Welcome email explaining in detail what they’ll get and what they can achieve by the end of the mini course. If you tell them at the beginning right away how many emails they get and if they get it every day or every other day, you can build anticipation.

Last but not least write your Thank you email. You can use this also to tell them how they can get in contact with you, and that from now on they’ll receive your regular weekly, bi-weekly, monthly etc. Newsletters/Insider emails. You can encourage them to follow you on social media as well.

4. Plan your images and design your downloadables for the email course

Now that every email in your sequence is planned and written, think about how to make them attention-worthy for your readers. What images, graphics, highlights could you use.

If you want to add additional downloadable materials like

  • workbooks,
  • cheatsheets,
  • checklists

to your course delivery emails, then design them in advance. Not only the pdfs but also their cover images, teasers.

CTA button example created in Flodesk

If you want to redirect them to pre-recorded video materials, plan those sessions too and record and edit them in advance.

While you cannot embed videos directly into your Flodesk emails, there’s a workaround available that you can find in my Flodesk mini FAQ post.

5. Go to Flodesk and pick your email template(s) for the course

Now’s the time to evaluate the available email templates in Flodesk.

Select one email template for the first and last emails – that is Welcome and Thank you. That way you deliver your course in a nice cohesive ‘frame’ so to speak.

For the main modules/units I’d suggest to select a slightly different one that

  • distinguishes the course emails,
  • suits best your pre-written email body copy,
  • emphasizes your images/graphics/video teasers.


You can start customizing one of the existing email templates in Flodesk, or start completely from scratch. It’s up to you. If you want to save an email and re-use it as your own template later on – makes designing emails lot quicker! – then click the heart icon in the top left corner and save it that way.

To access your saved favorite emails, go to the Emails section > Create new > and it’s just under the Browse All option > My favorites.

save email to favorites in Flodesk
favorite emails in Flodesk

6. Design your course emails in Flodesk

Now that you know what templates suit your needs best, and have all your copy text, images, extra downloadables prepared, start designing your course module emails in Flodesk.

Leave them as Drafts for the time being. But name them in the order you want them to appear in the email course sequence. You’ll see shortly why this saves you some time.

Mines looked like this.

course emails drafts in Flodesk

7. Create a Segment for the email course

Create a new Segment and name it something meaningful. This segment will be linked to your opt-in forms and will be the trigger for your email course workflow. I’ve named mine simply after my course headline text – Optimize Website Email Course.

Do whatever works for you the best.

If you need some extra guidance on How to use email segments to up your Flodesk strategy game then I recommend this YouTube video from Michele Perry.

8. Design your opt-in form or landing page in Flodesk

The more opt-in forms you have across your web pages the higher the chances they’ll see it and sign up for it. So I suggest creating a full page form in Flodesk and at least 2 ribbon forms – one with image and one without.

Remember to link the opt-in forms to the Segment you’ve just created for the email course.

9. Set up the email course delivery workflow in Flodesk

Go to Workflows > Create new.  Give your workflow a meaningful name that helps you remember later what it’s about.

As the very first step you need to define the trigger. It should be when a subscriber is added to the segment you’ve just created for this email course.

The next step in the workflow should be an automatic email upon sign up that delivers your Welcome email.

    1. In the workflow click on Email to send an email as next step.
    2. On the right hand panel select > Choose existing email. It brings you to all your emails including the email course draft emails that you’ve created earlier.
    3. Select the one that is your Welcome email.
    4. When you hover over it, it prompts you to > Make a copy. That means it inserts a new instance of that email draft into the workflow. If you edit this email in the workflow, those changes won’t be visible in the original draft. Also, if you edit the draft email outside of the workflow, the changes won’t be replicated over to your copy in the workflow.
    5. Define a Subject Line to this Welcome email in the workflow.
    6. Under Sender & Preview text add a short preview text promo, and double-check the Sender email address. That’s important if you’ve set up multiple sender email addresses in your Flodesk profile. Make sure you’re sending the workflow email from the right one.
    7. Save your changes.
    8. Your Welcome email is now inserted to the workflow.


The next email, which is the first module of the actual course should be sent out within one day. The best is within a few hours. So set a suitable delay, then add the first course module email.

Then one or two days apart schedule the rest of the emails.

To deliver your Thank you email you can have a longer gap, let’s say three to five days.

As an ultimate step you can add subscribers who completed this workflow and mini email course to another segment that e.g. hosts the intended recipients of your regular weekly, bi-weekly Newsletters/Insider emails. Or to any other segment of your choice that you’ve created in Flodesk.

Don’t forget to save every step as you work in the workflow. And of course hit the publish button once everything is ready. Otherwise your workflow remains in a draft status and no one will get your email course sequence.

10. Add your opt-in forms to your website/social media bio links

It’s time to make the opt-in forms and landing pages public. Add them to your website pages, to your blog posts, social media bio links. Advertise and promote your email course on any channels available to you.

And start watching and tracking how your email list grows.

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As a small business owner or better to say as a business owner regardless of the size of your company your goal should be building meaningful connections and relationships to your audience, clients and customers.

Relationships lead to results.

And email marketing, and Flodesk’s user friendly interface and gorgeous templates can play a big part in turning your marketing efforts into profits.

If you love what you’ve seen in this post, and want to check out Flodesk, just 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 graphic for blog post how to set up email course opt-in in Flodesk

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

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4 Responses

  1. Great info! I took notes! Just starting with Flodesk, and so far I really love it.
    Great idea about an email course. I just finished a post about courses or membership sites. I didn’t even think of a course using email. I saved several videos from Michael Perry on Flodesk including the one you listed. Thank you so much for the great info I do appreciate it!

    1. Hi Kathryn, thanks for commenting. A simple email course is a good way to test the waters with your audience and how viable your idea is. I found it really easy and simple to set it up in Flodesk and the email design is simply gorgeous. And good catch! Michele Perry’s Youtube videos are a gem when it comes to Flodesk tips and tricks.

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