How to Collect Email Addresses In Flodesk - Brittany Bruce Education
How to Collect Email Addresses In Flodesk

How to Collect Email Addresses In Flodesk

November 28, 2022


In this video, I’m going to quickly show you how to collect email addresses in Flodesk and give you a behind the scenes tutorial. If you’re interested in trying Flodesk, you can take advantage of 50% off by using my affiliate code HERE. I only recommend tools that I’ve tried and trust and I know you’re going to love Flodesk!



Once you have your digital product created in Canva, your checklist, guide, etc, go ahead and download it as a PDF and save it to your desktop. This is the very first step in collect email addresses.

After you do this, log into Flodesk, and create new folders if you haven’t yet. If you want to organize your emails into folders to create a new email, you just click “New Email”. Flodesk offers an array of templates that you can use to plug in your own content and links. But this video is all about how to get people in here, right? How do you actually collect the emails from them first so you can then send your subscribers emails?

1. Create New Segments

The first thing that you’re going to do is go to “Audience” and you’re going to click “Segments” and you’re going to create a new segment. This is how you organize your people and you know where they’re coming from. For example, anyone who comes directly from my Facebook group, I put them into their own segment. Same for one-on-one coaching, business intensives, and anything else I do. I want to make sure where the leads came from.

This allows me to know that I have 40 subscribers who like the business workbook and opted in there. And I have 16 subscribers who downloaded the business checklist. 65 who are in the Facebook group and so on and so forth.

By doing this, you’re really able to see where your people are coming from and what they want. It’s a great marketing tool as well. And you just keep all your people organized and know who got what. To build a segment, click on “New Segment” and enter the name of your product, community, or service, and then color code it.

2. Build Your Form

You need to build a segment because when you go to your forms and make a form, you can then add them into a segment. Forms collect your emails in Flodesk. To create a new form, choose what kind of form you want. A pop-up is just as it sounds, it pops up on your website. An inline form is at the bottom or top of your website. And then there’s a full page form which is my personal favorite.

Once you choose the type of form you’d like, you can customize it. The first thing Flodesk is going to ask is what segment or group of people is coming into this form. Since we already built a segment, choose “Build Your Brand” segment. I’m going to do a short and sweet form and title it “Build Your Brand Workbook” and then you can write a compelling headline like, “Do you need to build your brand?” This entices people to sign up. Then you want to tell Flodesk if they are going to download or are you sending them to a website? We’re going to be downloading this specific thing because it’s a PDF.

After you build your form, click “Next” and then you want to click on “Double Opt-In”. Double opt-in is if they say yes to subscribing and getting the free product, they’re going to have to opt-in again. People want quick and easy, so don’t do anything that’s going to make them do more than they have to.

Additionally, when subscribers opt-in to this form, do you want to be notified or not? I like to be notified because I like to see who’s opting in and how many people are opting in every day.

3. After the Form is Submitted

After this form is submitted, what is next? You can display a success message or you can redirect them to a URL, meaning, if you just want them to go check out your website, you can direct them here if you want them to go directly to a podcast page or a Facebook group, send them directly to that.

Finally, we’ll click “Continue” and you’ve officially completed your form! You’ll get a link that you can then share to Facebook, to Twitter, include it in your Instagram bio, and more. Once your form is live, people can them type in their name and email address so they can collect the download. In order to have people collect the download, the next thing you’ll need to do is create a workflow.

4. Create a Workflow

Now that we’ve made the audience, created the segment, and created the form, lastly, we want to build the workflow. We want to be sure that when a subscriber is added to the specific segment, they get their download.

Flodesk has many great templates you can use to build your sequence. Sequences are multiple emails that are sent after they download their free product. If you wanted, you could always start from scratch.

So we’ll build a new workflow and once you do that, you’ll be able to do it repeatedly. After a subscriber adds their email, they are added to the workflow and we’re going to send them an email immediately. You can customize the email, add images, brand colors, and any links you’d like to include. Make sure to include a place where you’ll give them the actual product, where they can download the guide.

As people opt into this segment by completing the form, the workflow is triggered and the first email goes straight to their inbox. Once they receive the email, they can download the guide or workbook. Make sure to double-check that the workflow triggers correctly too before it goes live.

Finally, to send the next email, set a time delay for one day. Then send them another email template that you customized so you can begin to nurture them. Continue to do this for as many days or weeks as you like. This is where we’ll end the workflow.

If you want, you can write 52 emails that they get every week after they opt into this form. That’s something that’s going to take a little bit of time, but it’s worth doing if you want to sell your products. When everything is good to go, click “Publish Now” so it’s live.

5. Wrap- Up

I know this video is full and my hope it that it incredibly beneficial to get your email list started in Flodesk. This is the beginner’s guide to collecting email addresses and when you give freely, people respond to you. When you’re generous, people respond to you. And you’re able within a couple of years to get 11,000 subscribers.

It takes time, it takes effort. Like my business coach, Mary Marant says, “Slow growth is strong roots.”

Just take it one email at a time, one freebie at a time.

You can do this. I’d love to hear how your email list is coming, how you’re doing with creating a freebie and of course, if you have any questions that I can help answer. Leave a comment below and let me know!

share this post:

Leave a Reply

Your email address will not be published. Required fields are marked *

%d bloggers like this: