Manage Emails within a Flow

To view a specific flow, click on the Flows tab and then on the name.

The Flow Detail Page

The flow detail page shows a summary of the settings for each flow and the email or series of emails in the flow.

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The header section shows the trigger, trigger filters, and flow filters. Trigger filters only exist for metric based flows, so those won't be shown for list or segment based flows. The trigger filters and flow filters can be edited from this page, but the flow trigger cannot. To change the trigger for a flow, clone the flow and select a new trigger.

If the trigger has a warning icon next to it, that indicates the trigger metric, list, or segment has been deleted. If the trigger is deleted, all future emails are automatically canceled, but the flow is not deleted so you can review past analytics.

Below the header is a list of flow emails in order of timing (soonest to latest). For each email, you can view flow email name, status, timing, subject, from email, and name.

Update the Timing of a Flow Email

You can update the timing of a flow email by clicking on the clock icon above each flow email.

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The timing of a flow email can be set in hours or days. To send a flow immediately after the flow trigger, set the timing to 0 hours. When a flow email's delay is set in hours, it will be sent after the exact number of hours specified. The number of hours can be specified in tenths of an hour (e.g. 6 minute increments). For example, 0.5 hours will send an email 30 minutes after the flow trigger.

When a flow email's delay is set in days, you also specify a time of day and a timezone. When you specify a number of days, recipients will always wait at least the number of days you specify.

A few example flow email timings:

  • 0 hours
    If someone triggers this flows on Jan 1 at 12pm EST, an email will be sent immediately.
  • 0.5 hours
    If someone triggers this flows on Jan 1 at 12pm EST, an email will be sent on Jan 1 at 12:30pm EST.
  • 48 hours
    If someone triggers this flows on Jan 1 at 12pm EST, an email will be sent on Jan 3 at 12pm EST.
  • 2 days at 3pm EST
    If someone triggers this flows on Jan 1 at 12pm EST, an email will be sent on Jan 3 at 3pm EST.
  • 2 days at 9am EST
    If someone triggers this flows on Jan 1 at 12pm EST, an email will be sent on Jan 4 at 9am EST. Notice in this case an email is not sent on Jan 3 because a full two days haven't passed. Instead, an email is sent on Jan 4 after two days and 21 hours.

Sending after a specific number of days is useful when you want to normalize the time of day people receive your emails, for instance, to optimize open rates. Because people can subscribe at any time of day, it might not make sense to send welcome emails to someone late at night just because that's when initially subscribed.

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Updating the timing of a flow email does not affect any recipients who have already been queued, it only impacts future recipients when they are queued. 

Update the Sending Status of a Flow Email

You can update the sending status of a flow email by clicking on the paper airplane icon to the left of the flow email name. Updates to the sending status take effect immediately for all future recipients. Updates to the sending status do not affect past recipients.

Flow emails have one of the following sending statuses:

  • Draft
    No recipients will be queued for this email. This is useful when you're still designing email content.
  • Manual
    Recipients will be queued for this email, but no emails will automatically be sent. Instead of being sent, emails will be marked for review. You can manually review recipients and choose to send or discard emails. 
  • Live
    Recipients will be queued and emails will be automatically sent.

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Update the Name of a Flow Email

To update the name of a flow email, click Edit. On the email content page, hover over the name of the flow email near the flow of the page. A pencil icon will appear that allows you to edit the name of the email.

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The name of the flow email is used with Google Analytics tracking.

Clone Flow Email

You can clone a flow email from the Manage menu next to each flow email. Choose the timing of the cloned flow email and click Clone Message. When you clone a live flow email, the new email's sending status is automatically set to manual, so no emails are sent until you change the content.

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Delete Flow Email

You can delete a flow email from the Manage menu next to each flow email. When a flow email is deleted, all future recipients are canceled. This action cannot be undone, so if you don't want to permanently delete a flow email, you can also change the sending status to draft or manual.

Review Summary Email Analytics

The analytics section for each email shows recent statistics including:

  • Waiting
    The number of emails that will be sent if they meet the flow filters and the email is live when it's their time to send.
  • Needs Review
    The number of emails that need to be reviewed before being sent. These will only appear for flows in manual.
  • Delivered
    The number of emails successfully delivered.
  • Open Rate
    The percentage of recipients that opened on emails sent during this period.
  • Click Rate
    The percentage of recipients that clicked on emails sent during this period.
  • Conversion Rate (e.g. Placed Order Rate)
    The percentage of recipients that converted on emails sent during this period based on your account's attribution settings.
  • Conversion Value (e.g. Revenue)
    The value of the conversions from people who converted.

If you add an ecommerce integration, we'll automatically set the conversion metric to be Placed Order. You can update the conversion metric on the Dashboard tab. What you choose for conversions is specific to your user account, so different users in the same account may have different conversion metrics at the same time.

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