🖥️Enrolling & Removing People from a Flow

Enrolling People in a Flow

When setting up a flow, one of the steps is to select the target audience. This determines who is enrolled in the flow. If the segment selected for the target audience is dynamic, then any new people that join the segment will be enrolled in the flow process. A user must meet the criteria of the segment to be targeted in the flow.

Alternatively, you can manually enroll a user into a flow by following the below steps:

Option 1

Step 1: Navigate to your Contacts list, found under the Audience tab from the sidebar.

Step 2: Click on the name of any user to open up their profile.

Step 3: Click on the Flow icon on the top of the user's profile.

Step 4: A window will open up with available flows to enroll in. Check the one you'd like and click 'Save.'

Option 2

From their profile view, you can click their name and find the same options from the next page at the top right.

Removing People from a Flow

Follow the steps for Option 1 above until you get to step 4. When the window of 'Active Flows' and 'List of Available Flows' opens up, click the trash can next to the flow you'd like to remove this person from. Then click 'Save.'