How to preview a flow trigger setup

Learn how to preview a flow with a specific profile to check whether they would enter the flow and see the path and actions they would take. You can use the preview to review your trigger, filters, and splits before setting the flow live.

The preview shows whether a profile would enter the flow and, if so, which path they would take through splits and which actions they would reach. You can also select View details for a split or message with a filter to review its evaluation. The preview uses the profile information currently available, so their actual path may change if their information changes later.

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Preview the flow trigger

To view the flow trigger preview:

1. Open the flow in the flow builder.
2. Click on the flow trigger.
3. In the settings panel, click Preview.
   

Preview mode opens with a panel on the right. Select one of the sample profiles or search for a profile to see whether they would enter the flow and how they would move through it.

• For metric-triggered flows, you can preview recent events for the triggering metric. Price drop flows cannot be previewed.
• For list- and segment-triggered flows, you can preview the last 10 contacts added to the list/segment

The panel on the right shows sample profiles and whether each would enter the flow. For metric-triggered flows, the samples come from recent triggering events; for list- or segment-triggered flows, they come from recently added profiles. The result also accounts for applicable trigger filters and re-entry criteria, not just profile filters.

• A green checkmark indicates a profile would pass.
  

• A red exclamation point indicates a profile would fail.
  

To find a specific profile, type a name or email address into the search bar. You can search for any profile in your account to see if it would enter the flow and pass the filters.

Click on any card to see the following information:

• A link to the selected profile
• Whether or not the profile would enter the flow
• If it enters, the path and actions shown for that profile, including splits and messages they would be sent or skip

Click on 'View details' under the Trigger entry to see the following information:

• The event that triggers the flow and when it occurred
• Profile and/or trigger filters, if applicable, and whether or not the profile would pass
• Re-entry criteria, and whether or not the profile is eligible for entry

Profile filters are checked again as recipients move through a flow. If a recipient no longer qualifies when they reach a message, that message is skipped; they can still move to the next step, where their eligibility is checked again. Some filters may produce a different result later, so being skipped from one message does not necessarily mean the recipient will be skipped from every later message. To investigate an actual skip, check the skipped reason in that message's Recipient activity > Skipped tab.

A filter using the “since starting this flow” timeframe counts events from the time a profile enters the flow. For a condition requiring zero events during that period, a profile initially passes that condition; they may fail it later if the event occurs while they are in the flow.

For example, with the “Placed Order zero times since starting this flow” filter on an abandoned cart flow, someone who starts checkout will initially pass this filter. They must still meet the flow's other entry criteria. If they place an order between entering the flow and reaching the first abandoned cart message, they will fail this filter and that message will be skipped.

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