The Contacts tab provides powerful tools to help you organize, add, and remove contacts from a Smart Flow.
Adding Contacts to a Smart Flow:
- In the Contacts tab, you can filter and select a contact list.
- Check off individual contacts or multiple contacts.
- Click the More dropdown menu, then select Add to Smart Flow.
Note: Contacts can only be active in one Smart Flow at a time. If a contact is already active in another Smart Flow, they will not be added to the new one.
Filtering Contacts by Smart Flow Status:
You can now filter your contact list to view:
- Contacts who are currently in a Smart Flow.
- Contacts who are not in a Smart Flow.
To do so, select Smart Flow as the field, and choose the appropriate operator for your search.
This feature allows for better management of your contact lists and ensures you're adding the right individuals to the appropriate Smart Flows.
Viewing and Managing Individual Contact Progress:
To see how a specific contact is progressing through a Smart Flow:
- Go to the contact’s profile.
- Navigate to the Smart Flow tab, where you can view:
- Their current status in an active Smart Flow.
- A history of any previous Smart Flows they’ve completed.
From this screen, you can also remove a contact from a Smart Flow if necessary.