Manual Sending and Sending to "Needs Review" Recipients

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Overview

Flow emails can have one of three possible statuses: draft, manual, or live. To change the status of an email, click on it and then change the status in the lefthand panel. You can also toggle an email's status on the card itself.

When you are done configuring a new email and are interested in testing it out, you can place it in manual mode. When an email is in manual, it is active in your flow but no emails will send automatically at send time; you will need to manually review and send all scheduled emails.

Sending Emails that Need Review

When an email's status is manual, at send time, each recipient will move to the Needs Review tab. This means they will not receive emails automatically -- you will need to manually review the emails before they are sent out.

If you click on a given email, in the lefthand panel you will see an Analytics (30 Days) section that shows email activity from the last 30 days. Here, you will see how many recipients require your review.

To view recipients on the Needs Review list, click View all Analytics in this sidebar and you will be taken to the full recipient activity report for the message. When you click Needs Review in the sidebar, you will be taken directly to this list of recipients. 

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You can individually preview, send, and/or cancel each email that requires your review. If you have a lot of recipients that need review, you can bulk send and cancel emails with the Send All and Cancel All buttons, respectively. If you send an email to a contact who is in Needs Review and no longer meets the filters for the flow, they will be skipped and will not receive the email.

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Turning an Email from Manual to Live

When you turn an email from manual to live, recipients that are scheduled in the Waiting tab will automatically receive the email at send time. However, recipients who were previously in the Needs Review tab will remain there until you take action.

When a flow email's sending status is updated from manual to live, recipients in the Needs Review tab will not automatically receive emails. These emails will still require your manual review in order to send.

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