How to Connect Flodesk to Selar

How to Connect Flodesk to Selar

Do you want to keep in touch with your customers without having to add them to your email list manually?

You can connect Flodesk to Selar and use Selar events to trigger different Flodesk automations based on what your customers do. For example:

  • Product Purchased: when a customer successfully purchases a product.

  • Abandoned Transaction: when a customer starts a transaction but doesn't complete the purchase.

Before you start

To get started, you will need:

  • An active Selar account

  • A paid and active Flodesk account

  • A Flodesk segment for the customers you want to reach

Step 1: Create a Segment in Flodesk First, create the segment where you'd like your Selar customers to be added.

  1. Log in to your Flodesk account.

  2. Go to Audience.

  3. Create a new segment

  4. Give your segment a name

    For example: Selar Customers

    You can also create different segments depending on what you'd like to do with your customers, such as:

    • Product Buyers

    • Abandoned Checkout

    • Course Buyers

    • Ebook Buyers

    Creating separate segments can make it easier to send the right emails to the right customers.

Step 2: Get Your Flodesk API Key  To connect Flodesk to Selar, you'll first need to get your Flodesk API key.   Don't worry, it's pretty quick.

  1. Log in to your Flodesk account.

  2. Click your profile or account menu.

  3. Select Integrations.

  4. Find API keys.

  5. Click Create API key.

  6. Give your API key a name. For example: Selar

  7. Click Create API key.

  8. Click Copy API key and save it somewhere safe.

Don't see the API key option?

Flodesk API keys are currently available to paid Flodesk members. They aren't available on trial or free plans.

Once you have your API key, head back to Selar and continue with the connection.

 Step 3: Connect Flodesk to Selar Once your segment is ready, it's time to connect your Flodesk account to Selar.

  1. Log in to your Selar dashboard.
  2. Go to Integrations.
  3. Select Flodesk.
  4. Click Connection.






            




5. Follow the prompts to authorise the connection.

Step 4: Choose an Event Now you can choose what should happen when a customer interacts with your store.

Selar supports events such as Product Purchased and Abandoned Transaction.

      Product Purchased

      Use Product Purchased when you'd like to follow up with customers after they've       successfully purchased a product.

      For example:

      Product Purchased → Customer is added to Flodesk → Your email automation       begins

      You can use this to send helpful emails such as:

  1. A thank-you email
  2. Product access information
  3. Getting started instructions
  4. Course onboarding emails
  5. Follow-up content

      Abandoned Transaction

      Use Abandoned Transaction when you'd like to reconnect with customers who       started a purchase but didn't complete their payment.

      For example:

      Abandoned Transaction → Customer is added to Flodesk → Your email automation       begins

      You could use this to send:

  1. A friendly reminder about the product
  2. More information about what they're purchasing
  3. Answers to common questions
  4. A reminder to complete their purchase

Step 5: Choose the Product

      Next, choose the Selar product you want the event to apply to.

      For example:

      Product: Product Management Course
      Event: Product Purchased
      Flodesk Segment: Course Buyers

      You can set up different events and segments for different products, depending on       how you'd like to communicate with your customers

    

Step 6: Set up your Flodesk Automation

Once your customers are being added to the right Flodesk segment, you can create an automation in Flodesk.

For a purchase, your customer journey could look like this

This gives you an easy way to stay connected with customers at the right point in their journey.

Step 6: Test Your Automation

Before you start sending emails to your customers, it's a good idea to test everything.

Check that:

  • Your Flodesk account is connected.

  • You've selected the right event.

  • You've selected the right product.

  • The correct Flodesk segment is selected.

  • Customer information is being sent to Flodesk.

  • Your Flodesk automation is triggered correctly.

Once everything is working as expected, you're ready to go.