Flow participants

Audience:
person
•
Version: 10.3.5
• 3 minutes to read
 • 3 minutes to read

Steps

To view the list of participants for a specific flow:

  1. Go to Marketing > Flows.
  2. Click to select a flow.
  3. Select the Participants tab.
  4. Optionally, choose what to group the list on.

The flow participants list -screenshot

Use the cogwheel icon in the list's header to customize the columns.

The flow participants list, customize columns -screenshot

Participant status

Status Description
Active Participant is active in the flow​.
Finished Participant finished all steps in the flow​.
Finished with success Participant finished the flow and fulfilled the success criterion. Included in the flows success rate​.
Dropped out Participant dropped out, always with a specified drop-out reason.
Cancelled Participant will not complete the flow because an admin ended the flow.

Enrollment and progression through the flow

Before each step, SuperOffice CRM re-assess whether the participant can progress.

For all step types:

  1. Is the participant's status Active?
  2. Does the participant meet the defined success criterion?
  3. Is the contact marked as a former employee?
  4. Is the contact added to the exclusion list?

​Additional for email step:​

  1. Is their consent valid?​
  2. Is the contact subscribed to the flow subscription type?
  3. Does contact have registered email address?​
  4. Is the email address already active within the flow?​
  5. Is the email address unblocked?​

Additional for SMS step:​

  1. 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.