Preview a Flow Trigger Setup

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Overview

The Flow Trigger Setup Preview tool allows you to preview your trigger logic with example recipients to ensure that your flow is set up the way you would like. This will help you understand how your flow is going to behave based on the Trigger Filters and Flow Filters you've added, giving you confidence that it's set up properly.

The Flow Trigger Setup Preview tool is currently only available for list, segment, or metric-triggered flows. This feature is not yet available for date property-triggered flows.

Preview a Flow Trigger Setup

Within the flow trigger setup pane, click Preview Trigger Setup.

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Here, a modal will appear to allow you to preview how the flow will evaluate example recipients as they enter the flow. If you haven't added any Flow Filters or Trigger Filters to the flow, everyone will qualify to enter.

  • For metric-triggered flows, you can preview the last 10 instances of this metric (or the last 10 events, in other words).
  • For list/segment-triggered flows, you can preview the last 10 contacts added to the list/segment.

You will not be able to preview the flow logic for flows with no real qualified sample recipients.

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The banner at the top of the modal will indicate whether or not the sample contact would or wouldn't qualify for the flow based on the trigger setup, and each subsequent ✓ or ✗ will indicate which flow/trigger filters they pass or fail.

The Flow Trigger Setup Preview evaluates whether or not someone will qualify to enter the flow. All Flow Filters will be evaluated again when recipients reach an action step in the flow to ensure they still qualify. In cases where a recipient reaches a step in the flow and no longer qualifies, they will be skipped. For every skipped recipient, the skipped reason will be displayed in the Recipient Activity tab for the individual email.

Note that any filters using the since starting this flow timeframe are specifically evaluating whether or not something has occurred after someone has already entered a flow. This means upon first entering the flow, everyone will always pass this flow filter by default.

For example, with the Placed Order zero times since starting this flow filter on your Abandoned Cart flow, everyone will enter the flow because they will qualify as soon as they enter the flow. If they later go on to place an order in the time between entering the flow and receiving the first abandoned cart email, they will be skipped and not receive the email.