Understanding How Subscribers are Categorized in Flodesk
If you're migrating you're email subscribers from another platform, you're likely familiar with terms like "list," "segment," "tag," and "custom field," and they are used in that platform.
Different tools may use any or all of these options, so before you start migrating, it's important to understand a few things about how Flodesk allows you to categorize and label subscribers:
- Flodesk has Segments and Custom Fields (and what they call "tags," which are really just workflow conditions that are not viewable or really usable outside of a workflow automation.)
- The way that Flodesk uses segments is really more like how most other tools use tags -- a single characteristic you want to use to group subscribers (as opposed to "segmenting" multiple characteristics into a more specific group). Therefore, I may say "tag/tags/tagging" when referring to "segments" in Flodesk, because in my mind they are tags!
- Segments are the main (pretty much the only) way you can "tag" or "segment" your subscribers. In other words, the main way to put multiple subscribers into the same group or category so you can more effectively send them content that interests them. So, when importing a "list," "segment" or "tag" from another tool like Convertkit or Mailchimp, they'll ALL go into Flodesk as "segments."
- Custom Fields are mainly for specific characteristics that are unique to an individual subscriber -- such as their name, email address, birthday, etc. They are not searchable in Flodesk, and not easy to use within a workflow (in most cases, they can't be used in a workflow). They CAN, however, be used as dynamic content to personalize emails! For instance: "Hey [first name]! Since you said your favorite color is [insert fave color], I'm sending you this freebie I think you'll love!"
- When importing custom fields into Flodesk, each subscriber's unique info will be imported to their individual profiles.