You’ve done the work, marketed your free digital offer, and hurrah you got someone to opt into it!
Now what?
Don’t make the mistake of putting tons of time into creating your digital workbook or file and then totally leaving the person hanging. Creating an efficient workflow to connect with this new client after they sign up for your freebie or product is crucial in maintaining a long-term relationship with them. It can help you maintain a smooth and seamless customer experience from their first interaction with you.
At Quill & Co we use Flodesk, an email marketing platform. It helps us easily create workflows that keep our customers engaged and informed about the offer. In this blog post, we’ll explore how to create a workflow in Flodesk after someone opts into your offer.
Inside Flodesk, under the “Audience” tab, you need to create a new segment. This is to filter your audience that opts into the offer. Name it something that has to do with the offer they are receiving. If you use a checkout system outside of Flodesk for your digital product, you can have something like Zapier automatically put them in this segment when they opt in.
Next, it’s time to create a workflow. Click on the “Workflows” tab in your Flodesk account, and then click “New Workflow”
From here, you can either choose a template inside of Flodesk are “start from scratch” and customize the workflow to match your branding. We like to start from scratch so we can use one of our past emails to keep all of the branding elements consistent across workflows and regular newsletter emails.
You will then name your workflow, again something that pertains to the opt-in itself, and choose the trigger. The trigger typically is when someone is put into a segment group. Like the one, you created in the previous step. So anytime someone opts into your freebie they are automatically put into this workflow.
Now that you’ve set up the trigger, it’s time to add emails to your workflow. These are the emails that will be sent to customers after they opt into your offer. We recommend sending out a confirmation email right away with details on how to get access the offer.
Flodesk makes it easy to create beautiful email sequences with drag-and-drop design tools so you can keep everything looking on brand (which you know we love around here). You can customize the layout, add images, and include personalized content based on your offer.
I recommend a sequence with at least 3-4 emails, and spacing the emails 1-2 days apart.
Here are 7 ideas for some email sequences you may want to include in your workflow are:
Before you launch your workflow, try testing it to make sure everything is working correctly. You can use Flodesk’s “Test Flow” feature to test your emails and make sure they’re going to the right customers at the right time.
Once you’re confident that your workflow is working correctly, it’s time to launch it. You can activate your workflow with a simple click of a button.
Creating a workflow in Flodesk after someone opts into your offer can help you provide a better customer experience and increase sales. With Flodesk, you can create beautiful email sequences that keep customers engaged and informed. By following these steps, you’ll be able to create a workflow that is tailored to your business and helps you achieve your goals.
A heads-up that this blog post includes affiliate links. All the words are my own and I only recommend products that I use and love.