The setup at a glance
- 1Host the PDFUse a stable link you control, or a page that delivers it.
- 2Create a segmentOne segment per freebie keeps tagging clean.
- 3Build the formSet it to add sign-ups to that segment.
- 4Add a workflowTrigger: added to segment. Email 1: the download link.
- 5Test end to endSign up with a fresh address and click the link.
Flodesk works best when each freebie has its own segment. That way the delivery email, any follow-up emails and your later reporting all hang off one clear trigger.
Read the full answer
Delivery email tips
Put the download button near the top, name the file in plain words (“Your 7-Day Reset checklist”), and tell people what you will send next. Keep it short; the freebie is the star.
Where the file lives
A link that never changes matters more than where it is hosted. If you replace the PDF later, keep the same URL so old emails still work. If you make the PDF in Magnetbrief, its hosted opt-in page can deliver the file itself, so your email tool only needs to receive the new subscriber.
Menu names in Flodesk change over time, so check Flodesk’s help center for the current wording of forms, segments and workflows.
Common follow-up questions
Can Flodesk attach a PDF to an email?
Most email tools, Flodesk included, deliver files as a link rather than an attachment. Links are more reliable for deliverability and let you update the file.
Do I need a separate workflow for each freebie?
It is the simplest approach: one segment and one workflow per freebie, so each delivery email matches what the person asked for.
Updated 2026-11-15. General information; not legal, medical or financial advice.