Summary:
You can connect Session to your Flodesk account so new clients who opt in are automatically added to your Flodesk audience. This makes it easy to send email campaigns to your Session clients.
Before you start
You are logged in to Session.
You have a Flodesk account you can sign in to. If not, you can sign up on the Flodesk sign in page.
You know which Flodesk segment you want booked clients to be added to.
Steps
In Session, go to Manage → Integrations.
Find Flodesk and click Connect.
In the window that opens, click Connect.
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Sign in to Flodesk with Google or your email and password.
If you do not have a Flodesk account, follow the prompts to sign up.
Approve the connection between Flodesk and Session.
After connecting, you will return to Session. Choose the Flodesk segment you want booked clients who opted in to be added to.
Save your changes.
Flodesk is now connected to Session.
What this connection does
Adds new clients to All subscribers. All new clients who opted in will be added to “All subscribers” in Flodesk.
Adds booked clients to a segment. When a client books a session and opts in, they will also be added to the Flodesk segment you selected in Session.
Works for new clients only. Existing clients in Session are not automatically synced to Flodesk.
Troubleshooting
I do not see new clients in Flodesk.
Make sure clients checked the opt in box when booking and that your Flodesk connection in Session shows as Connected.I do not see my Flodesk segments in Session.
Refresh the page in Session. If segments still do not appear, disconnect and reconnect Flodesk, then try again.I get stuck on the Flodesk login screen.
Check that pop ups are allowed for Session in your browser and that you signed in to the correct Flodesk account. Then repeat the steps above.