The Simple Guide to Using Flodesk With Shopify


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Have you been eyeing Flodesk and wondering how you make it work with your Shopify store?

Or if you read my article on Flodesk vs Klaviyo: Which One Is Best For eCommerce? And you’ve decided that you want to use Flodesk to send out emails to your visitors and now you want to know how you can actually use Flodesk as a Shopify merchant.

I got you covered! Here is a simple guide to using Flodesk with Shopify. 

So you can send beautiful emails to your online store visitors and feel confident to promote your products. 

In case you’re curious, let’s first clarify…

What Is Flodesk?

Flodesk is one of the newest email marketing service providers in the online space. It entered the market by taking a competitive approach of making email marketing pretty & simple. You may have been attracted to the beauty of Flodesk’s highly styled and editorial-designed emails. 

This not only draws attention from style-conscious business owners but definitely product-based business owners. Who may feel limited by the design options of other email marketing platforms.

Here are some of the layouts of Flodesks emails, that are absolutely gorgeous.

As you can see they are attractive-worthy and definitely can make email marketing fun. So I want to share with you how you can use Flodesk with your Shopify store. 

If you haven’t signed up for your Flodesk account yet. You can do so below and you’ll get 50% off your first year. Which gives you access to unlimited email list subscribers and beautiful emails.

Join me as I break down what you need to know to make the most of integrating the two platforms for your online store.

How to Connect Your Shopify Store to Flodesk?

After you have signed up for your Flodesk account if you haven’t already. You’ll want to connect your Shopify store to Flodesk. 

Before getting started be sure you are logged into your Shopify store and Flodesk.

Afterward, go to your Flodesk account > go to the settings (in the upper right corner) > scroll down to Integrations > in the middle you will see the following.

Click the “click to connect” area and enter the URL of your Shopify store and click next. After you do you’ll be directed to a page in Shopify that looks similar to the one below:

Read through the information on the screen. I just leave everything as is and then click “Install unlisted app”.

Then you’ll be redirected back to Flodesk where you’ll see that your Shopify store is connected to your account.

How to Segment Your Shopify Customers In Flodesk?

Now that you have your Shopify store connected to your Flodesk account. You may be wondering where do all your Shopify subscribers go inside of your Flodesk account?

Good question! When you connect your Shopify store to Flodesk. Flodesk will automatically create a new Segment for your customers. Which you can find by going to…

Audience > segments 

From there you’ll see a new segment titled by the name of your Shopify store URL. 

So when a customer signs up via your Flodesk popup or a Flodesk form on your Shopify website they will automatically be placed here.

How to Add A Flodesk Popup to Your Shopify Store?

You may be thinking how do I even add a Flodesk popup to my Shopify store? Let me walk you through the process. 

First, make your popup form in Flodesk. Give it an enticing title and description, one that will encourage people to sign up. Also, make sure you add a great image to capture your visitor’s attention. 

Once you have that done, now it’s time to install it onto your Shopify website.

Inside of Flodesk, copy the header code that is located in the embed section.

Then go to your Shopify store and click “themes” go to your theme and click actions > edit code

Once inside under the Layout folder and click theme.liquid

Scroll down to just before </head> tag and paste the code from Flodesk just before the </head> tag. Then click save.

Now go to your Shopify store and check to see it in action.

How to Add a Flodesk Form to Your Shopify Store?

You can also install other Flodesk forms on your Shopify store. Maybe you want a form visitors see when they scroll a page on your website and you don’t want to use the default form section from Shopify. 

Create the type of form you want in Flodesk and then go to the embed page. You’ll see two codes a header code and an inline code. The header code only has to be installed once so copy that one first. 

Then go to your Shopify store and click “themes” go to your theme and click actions > edit code

Once inside under the Layout folder and click theme.liquid

Scroll down to just before </head> tag and paste the code from Flodesk just before the </head> tag. Then click save.

Go back to your current theme and click customize and decide which page you want to add your Flodesk form.

On the left-side click add section > then click custom content > add custom block (select custom HTML)

Copy the code the inline code from Flodesk and paste it into the code box. Adjust any layout settings to be 100% and click save. Then your form should show up!

How to Send Emails to Your Shopify Customers In Flodesk?

You have your fabulous forms set up and ready for new customers to join your email list. But don’t leave them hanging send them a hello or welcome series. 

Before you do create an on-brand email template that you can use to keep your list informed. 

If you haven’t already, be sure to set your brand elements on Flodesk. You can do this by going to your settings > click on branding and add your logo, brand colors and connect your social media profiles. This will make things easier as you build your email template. 

Once you have your brand settings in place. Then go to create your email template. You can start with one of the gorgeous templates that Flodesk offers and customize it for your brand. 

Pick a template that will allow you to easily link your products so that you can help your email list subscribers make a purchase. Here is an example of a layout for products. 

Tip: so you don’t have to recreate this template again. You can actually save it to use for later. Here is how to save an email template in Flodesk.

How to save your Shopify email template in Shopify

While you are designing your email add all the necessary information you want and then when you’re satisfied save it as a template. 

You can do this by making sure you are in the design email section of Flodesk. Then on the left-hand side click the heart icon and give your template a name and description. This will allow you to refer to it later when you are creating future emails.

After you have your email written now it’s time to send it to your list. 

Follow the prompts and fill in any necessary information as you navigate to the choose your audience section. 

From there you are going to click on add segment and select your Shopify store name or the segment that has your Shopify audience on it. Then schedule or send your email from there.

Not sure what to send? Or how to structure your emails to convert? Then check out Bankable Email Marketing™ my 5-day mini-course that will walk you through how to set up a profitable email marketing sequence in 5 days or less!

Some notes about Flodesk for product-based brands

Flodesk while beautiful is a simple email marketing tool. Which is great if you don’t have advanced needs. 

There are some things you can’t do with Flodesk as a product-based business. One is to send an abandoned cart email sequence. Which can be very helpful to help you recapture sales from visitors who don’t complete a transaction. 

Flodesk does offer limited integration with Zapier to help you expand its capabilities. Definitely check out what additional Zapier zaps you can implement to maximize your account features.

Aside from that, you can still send beautiful and simple emails to your Shopify visitors to help you nurture a relationship with them and build brand loyalty. 

Alright, now that you have all the details of how to set up your Shopify store with Flodesk. Go and create some amazingness. 

Also, don’t forget to get 50% off your first year of Flodesk and get access to, unlimited email subscribers, no matter how large your email list grows. 

k-tmc

Hi, I'm Karen, the founder + strategist/Shopify expert behind The May Creative. I help modern luxury brand owners craft elevated eCommerce experiences on Shopify & Klaviyo. So they can scale their business & reach their next level of success. Connect to learn more about working together. Or check out the other articles below and listen to the podcast.

Karen

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