Activating a Flow starts the automatic actions you've defined for your marketing campaigns.
The activated Flow starts immediately, using the contacts who fit the segment criteria.
Flows require the Marketing Automation add-on. To work with Flows, you need to be an administrator or have Marketing access.
- Click Marketing, click Segments & flows, and click Flows:
- Click the Flow you want to change.
- Click the Status dropdown and click Activate flow or Pause flow:
A Flow needs a segment before you can activate it. If any step in the Flow contains errors, Activate flow is greyed out until you fix them.
When you pause a Flow, all contacts keep their position in it until you activate it again. If you edit an active Flow, Upsales asks you to pause it first: click Pause and edit.
A Flow only runs while its segment is active. If you archive the segment, the Flow stops.
If a contact no longer meets the segment criteria, the Flow stops sending them through its steps. If the contact meets the criteria again, they continue from the step where they left off.