Dual-Route Email Marketing Infrastructure (Flodesk & HubSpot), Lead Routing, Domain Authentication & Analytics
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted2 hours ago
We are seeking a technical email marketing specialist and web developer to set up our complete email marketing infrastructure using Flodesk, connect subscriber forms on our website, configure automated welcome sequences, and ensure 100% email deliverability.
The primary goal of this project is to capture visitors from our website, build our newsletter list, automatically deliver gated lead magnets (PDF guides/checklists), and nurture subscribers through automated email workflows in Flodesk.
Detailed Deliverables & Scope of Work
1. Flodesk Account Setup & Subscriber Segmentation
Account & Brand Configuration: Upload brand logo, fonts, color palettes, and social links to build master Flodesk email templates.
Audience Segmentation Setup: Create structured audience segments inside Flodesk (e.g., Website Opt-ins, Newsletter Subscribers, Resource Downloaders, ISO Partners).
Form Creation & Embeds: Build and customize high-converting Flodesk popup forms, inline embedded forms, and full-page landing forms. Integrate these directly into our website pages.
2. Automated Lead Delivery & Welcome Sequences (Workflows)
Gated Asset Delivery: Build an automated Flodesk workflow triggered immediately upon form submission that delivers a gated digital asset (PDF guide, checklist, or resource link) to the new subscriber.
We are seeking a technical email marketing specialist and web developer to establish our complete email infrastructure, domain authentication, analytics, and a dual-route lead capture architecture.
The goal of this project is to separate high-intent B2B partner leads from general marketing subscribers:
High-Intent B2B Leads (ISO Agreements, Underwriting Guidelines): Must route directly into HubSpot CRM to trigger immediate 1-to-1 asset delivery, create deal pipeline records, and connect with contract software.
General Marketing & Content Leads (Newsletter Opt-ins, Blog Readers): Must route into Flodesk for visually rich nurture sequences, subscriber segmentation, and newsletter broadcasts.
Detailed Deliverables & Scope of Work
1. Dual-Route Lead Capture & Form Embeds
HubSpot Form Placement: Embed HubSpot forms strictly on high-intent conversion points (e.g., Request Underwriting Guidelines, ISO Partner Application). Map submissions directly to HubSpot Contact records and Deal stages.
Flodesk Form Placement: Embed Flodesk forms on content-focused areas (e.g., Blog Sidebar, Footer Newsletter Sign-up, General Site Popups).
CRM Synchronization: Configure a 1-way sync (via native integration or Webhook/Zapier) so any new Flodesk subscriber is also created as a baseline Contact record in HubSpot for a centralized database.
2. Flodesk Setup, Nurture Workflows & Newsletters
Account Branding: Upload brand logo, custom fonts, color palettes, and social links to build master Flodesk email templates.
Audience Segmentation: Create structured audience segments inside Flodesk (e.g., Website Opt-ins, Newsletter Subscribers, Resource Downloaders).
Automated Welcome Workflows:
Email 1 (Instant): Automated delivery of gated digital assets (PDF guides, checklists, resource links).
Email 2 (Day 2): Brand story introduction, highlighting core services and primary social channels.
Email 3 (Day 4): Direct CTA inviting subscribers to schedule a discovery call via Calendly.
Broadcast Setup: Design a reusable master newsletter template for weekly/monthly broadcasts.
3. Domain Authentication & Technical Deliverability (Crucial)
DNS Configuration: Configure and verify SPF, DKIM, and DMARC records on our domain DNS (Cloudflare/GoDaddy) for both Flodesk and HubSpot to guarantee primary inbox delivery and prevent spam flags.
Domain Verification: Complete custom sending domain authentication in both Flodesk and HubSpot.
4. Analytics, Pixels & Conversion Tracking
Google Tag Manager (GTM): Install GTM container script across all website pages.
GA4 Event Tracking: Configure Google Analytics 4 conversion events for form submissions, PDF downloads, and CTA button clicks.
Retargeting Pixels: Install Meta Pixel and LinkedIn Insight Tag for future campaign tracking.
Desired Freelancer Experience
Hands-on experience mapping forms and workflows in both HubSpot and Flodesk.
Technical mastery of DNS records (SPF, DKIM, DMARC) for email deliverability.
Proficiency with Google Tag Manager, GA4 event configuration, and ad tracking pixels.
The primary goal of this project is to capture visitors from our website, build our newsletter list, automatically deliver gated lead magnets (PDF guides/checklists), and nurture subscribers through automated email workflows in Flodesk.
Detailed Deliverables & Scope of Work
1. Flodesk Account Setup & Subscriber Segmentation
Account & Brand Configuration: Upload brand logo, fonts, color palettes, and social links to build master Flodesk email templates.
Audience Segmentation Setup: Create structured audience segments inside Flodesk (e.g., Website Opt-ins, Newsletter Subscribers, Resource Downloaders, ISO Partners).
Form Creation & Embeds: Build and customize high-converting Flodesk popup forms, inline embedded forms, and full-page landing forms. Integrate these directly into our website pages.
2. Automated Lead Delivery & Welcome Sequences (Workflows)
Gated Asset Delivery: Build an automated Flodesk workflow triggered immediately upon form submission that delivers a gated digital asset (PDF guide, checklist, or resource link) to the new subscriber.
We are seeking a technical email marketing specialist and web developer to establish our complete email infrastructure, domain authentication, analytics, and a dual-route lead capture architecture.
The goal of this project is to separate high-intent B2B partner leads from general marketing subscribers:
High-Intent B2B Leads (ISO Agreements, Underwriting Guidelines): Must route directly into HubSpot CRM to trigger immediate 1-to-1 asset delivery, create deal pipeline records, and connect with contract software.
General Marketing & Content Leads (Newsletter Opt-ins, Blog Readers): Must route into Flodesk for visually rich nurture sequences, subscriber segmentation, and newsletter broadcasts.
Detailed Deliverables & Scope of Work
1. Dual-Route Lead Capture & Form Embeds
HubSpot Form Placement: Embed HubSpot forms strictly on high-intent conversion points (e.g., Request Underwriting Guidelines, ISO Partner Application). Map submissions directly to HubSpot Contact records and Deal stages.
Flodesk Form Placement: Embed Flodesk forms on content-focused areas (e.g., Blog Sidebar, Footer Newsletter Sign-up, General Site Popups).
CRM Synchronization: Configure a 1-way sync (via native integration or Webhook/Zapier) so any new Flodesk subscriber is also created as a baseline Contact record in HubSpot for a centralized database.
2. Flodesk Setup, Nurture Workflows & Newsletters
Account Branding: Upload brand logo, custom fonts, color palettes, and social links to build master Flodesk email templates.
Audience Segmentation: Create structured audience segments inside Flodesk (e.g., Website Opt-ins, Newsletter Subscribers, Resource Downloaders).
Automated Welcome Workflows:
Email 1 (Instant): Automated delivery of gated digital assets (PDF guides, checklists, resource links).
Email 2 (Day 2): Brand story introduction, highlighting core services and primary social channels.
Email 3 (Day 4): Direct CTA inviting subscribers to schedule a discovery call via Calendly.
Broadcast Setup: Design a reusable master newsletter template for weekly/monthly broadcasts.
3. Domain Authentication & Technical Deliverability (Crucial)
DNS Configuration: Configure and verify SPF, DKIM, and DMARC records on our domain DNS (Cloudflare/GoDaddy) for both Flodesk and HubSpot to guarantee primary inbox delivery and prevent spam flags.
Domain Verification: Complete custom sending domain authentication in both Flodesk and HubSpot.
4. Analytics, Pixels & Conversion Tracking
Google Tag Manager (GTM): Install GTM container script across all website pages.
GA4 Event Tracking: Configure Google Analytics 4 conversion events for form submissions, PDF downloads, and CTA button clicks.
Retargeting Pixels: Install Meta Pixel and LinkedIn Insight Tag for future campaign tracking.
Desired Freelancer Experience
Hands-on experience mapping forms and workflows in both HubSpot and Flodesk.
Technical mastery of DNS records (SPF, DKIM, DMARC) for email deliverability.
Proficiency with Google Tag Manager, GA4 event configuration, and ad tracking pixels.
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