13 Comments
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Katie Sadler's avatar

Super useful step-by-step, thank you Sara!

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Lotus Blu Book Art's avatar

Thanks, Sara, this is so good to know. Please do a LIVE set up session, I'll join for sure!

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Sugar Sober's avatar

this thorough post just saved us 483 hours or research and 1 neurotic breakdown. THANK YOU!

follow up questions - because there's no way to stop the Substack automated welcome email (though it can be edited, of course), do you recommend sending any additional automated welcome email from the external mailing list (ex: MailerLite)? I can see both benefits and downsides to a double welcome.

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Arpit Choudhury's avatar

I know a workaround to do this for unsubscribes as well (as well as grabbing the subscriber name and source for new subscriptions). Happy to offer a walkthrough (for free) if you want to set something up. I use Make.com instead which is cheaper than Zapier too!

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Elle Penner's avatar

Hi Arpit, I'd definitely be interested in this! Please let me know if you do a walkthrough. I have an email list of 19K+ that I'd like to sync with Substack which is where I plan to offer paid community benefits while still keeping my Flodesk list and signup forms. Feel free to email me at elle@modernminimalism.com

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Sugar Sober's avatar

I would also REALLY appreciate this. Please share the walk through if you have it.

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Arpit Choudhury's avatar

I don't have a walkthrough but I can share some resources that will help you set up the workflow. Feel free to DM me.

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Julie Elizabeth Day's avatar

Thank you! This was such a gift to have it all spelled out. 🥰🙌

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Gary Coulton's avatar

I hate to be that guy! But, please remember privacy laws like GDPR in Europe.

The email list we accumulate on Substack is because subscribers give their permission to hold their personal data for that purpose.

Unless you have their express permission, it is illegal to begin selling them other stuff outside of that Substack agreement.

You may also have to register your data management through agencies like the IPO in the UK.

The penalties for mishandling personal data can be large.

Please be careful.

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Jon Norris's avatar

Thanks Sara - this was super helpful - I have just set this up for my substack subscribers.

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Izzy Moore's avatar

Thank you for this! Someone sent me the link, as I was feeling completely stuck and hadn’t a clue whether to stick/twist with Substack/Flodesk. I kinda miss Flodesk, but also love Substack…Quick Q: did you ever do the live session?

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Elizabeth des Roches's avatar

This is a great post. I have a question - is there a way I could trigger an automation in Convertkit when a Substack reader clicks a link? I love sharing broader ideas on Substack but would like to be able to move those who are very interested into an email sequence. Thanks!

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Martine Ellis's avatar

IT WORKS! Thank you SO much for this x

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