Enroll Contacts in a Flow
Enroll contacts individually, in bulk, on a future date, or through Lead Routing, then review or stop their enrollment.
Enroll contacts individually, in bulk, or automatically through Lead Routing. You can begin a Flow immediately, schedule a future start, review active enrollments, and stop remaining steps.
Enroll one contact
Select People from the main navigation.
Open the contact’s profile.
Remain on the Details tab.
Scroll to the Flows section.
Select More or the + icon.
Select a Flow from the list.
Review its description and steps.
Choose when the Flow should begin.
Select Add.
After selecting a Flow, Rechat displays information such as:
Flow name and description
Number of steps
Percentage of automated steps
Planned email subjects
Starting date
Begin immediately or schedule a future start
Use the Starting on field to choose when the Flow should begin.
Retain the current date to begin immediately.
Select a future date to schedule the Flow for later.
The timing of the Flow’s steps is calculated using that starting date and the triggers configured in the Flow.
Enroll multiple contacts
Use the bulk actions toolbar when several contacts should enter the same Flow.
Open People.
Select the contacts you want to enroll.
Select Automate from the bulk actions toolbar.
Select Flow.
Choose a Flow from the list.
Review its description and steps.
Choose the starting date.
Confirm the enrollment.
Before confirming, verify that every selected contact belongs in the intended audience and has the information required by the Flow.
Enroll leads through Lead Routing
Authorized users can include a Flow in a Lead Routing rule. Qualifying leads are then enrolled when the rule assigns them.
Lead Routing is configured under People > Lead Routing > Rules.
A rule can contain:
Conditions that determine which leads qualify
The person to whom the lead is assigned
The Flow in which the lead should be enrolled
The Flow selector is similar to the one used for individual enrollment from a contact profile.
For complete configuration instructions, see Lead Routing Rules.
See a contact’s Flow enrollment
Open the contact’s profile and locate the Flows section to see the Flow or Flows associated with that contact.
Select a Flow to review its description and planned steps.
Review everyone enrolled in a Flow
Open Marketing > Flows.
Select the Flow.
Open the Contacts tab.
The number beside Contacts represents the enrolled-contact count. The tab displays each enrolled contact’s name and contact information.
Stop a Flow for one contact
Open the Flow.
Select the Contacts tab.
Find the contact.
Select Stop.
Confirm the action when prompted.
Stopping the contact prevents Flow steps that have not yet been generated.
It does not remove:
Tasks already created in the Task list
Reminders already created on the Calendar
Emails or other steps that have already occurred
Stop all active enrollments
Select Stop All from the Flow’s Contacts tab when the Flow should be stopped for every currently enrolled contact.
Stop All prevents ungenerated future steps for all currently enrolled contacts. It does not remove Tasks or Reminders already generated in People Center.
Monitor Flow activity in Insight
Open Marketing > Insight.
Select the Activities tab.
Open the enrollment filter.
Select a Flow.
Apply a date range when needed.
The activity feed is filtered to activity associated with the selected Flow.
Use this view to review recorded activity such as email sends, opens, and other engagement associated with the Flow.
What happens after the final step?
The Flow ends for the contact after its final step.
Rechat does not automatically:
Restart the Flow
Repeat its steps
Enroll the contact in another Flow
Continue with another unspecified sequence
Enroll the contact separately if another Flow should follow, or configure an applicable Lead Routing rule for future qualifying leads.
Enrollment best practices
Confirm that the contact belongs in the Flow’s intended audience.
Verify email addresses and any dates used as triggers.
Avoid placing contacts in overlapping Flows that may send repetitive messages.
Use a future start date when content or approval is not yet ready.
Test new Flows with an internal contact before mass enrollment.
Review activity in Insight after enrolling a larger audience.
Remember that stopping a Flow does not remove already-generated Tasks or Reminders.
Where to go next
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