Steps
To view the list of participants for a specific flow:- Go to Marketing > Flows.
- Click to select a flow.
- Select the Participants tab.
- Optionally, choose what to group the list on.
Participant status
Enrollment and progression through the flow
Before each step, SuperOffice CRM re-assess whether the participant can progress. For all step types:- Is the participant’s status Active?
- Does the participant meet the defined success criterion?
- Is the contact marked as a former employee?
- Is the contact added to the exclusion list?
- Is their consent valid?
- Is the contact subscribed to the flow subscription type?
- Does contact have registered email address?
- Is the email address already active within the flow?
- Is the email address unblocked?
- Does the contact have a registered mobile phone for SMS?
How does success criteria affect enrollment
- Contacts that already meet the success criteria will still be added to the flow and counted as successes. Their progression through the flow steps depends on the configuration.
- Contacts that meet the success criteria after completing a flow will not be included in the flow’s success rate, as it occurred after their active participation.
Which branch will a participant follow?
In a split, participants follow the first (leftmost) branch where they meet the specified conditions.Tasks
- Add to selection: Includes the participant to a static selection.
- Add to flow: Indicates that this contact is proposed for enrollment in another flow.
- Remove from flow: Removes all record of the contact’s participation in the current flow.