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Mastering Smart Flows: A Quick Start Guide

  • Updated

Table of Contents

  1. What Are Smart Flows?
  2. Creating a Smart Flow
  3. Editing a Smart Flow
  4. Enrolling Contacts into a Smart Flow
  5. Removing Contacts from a Smart Flow
  6. Monitoring Smart Flow Performance
  7. Limitation of Smart Flows

Smart Flows is a powerful feature designed to enhance your email nurturing by automating and personalizing communication with your contacts. This guide will walk you through creating and managing Smart Flows, including enrolling and removing contacts, as well as understanding its limitations. 

What Are Smart Flows?

Smart Flows allow you to create tailored sequences of automated emails or select from pre-built cadences, all featuring content vetted by a panel of thousands of business owners. This ensures your messages resonate with your target audience, delivering content that works.  

 

Creating a Smart Flow

  1. Accessing Smart Flows: Log in to your advisor portal and navigate to the "Smart Flows" section. 
  2. Start a New Flow: Click on "Create New Flow" to begin. 

  3. Choose a Template or Start from Scratch: Select a pre-built template or opt to build your flow from scratch. 



  4. Define Flow Steps: Add and configure each step in your flow, specifying the content and timing of each email. Please read this article for full details: Creating a Smart Flow

 

Editing a Smart Flow

  1. Navigate to Existing Flows: In the "Smart Flows" section, locate the flow you wish to edit.

  2. Open the Flow Editor: Click on the flow to open its editor. 

  3. Make Necessary Changes: Adjust steps, content, timing, triggers, or conditions as needed.
  4. Save: Save your changes to implement the updates. 

Note: Editing an active Smart Flow may affect contacts currently enrolled in it. Ensure you understand the implications of changes before applying them. 

 

Enrolling Contacts into a Smart Flow

  1. Select Contacts: Go to your contact list and select the individuals you want to enroll. Enroll in Flow: Choose the appropriate Smart Flow from the options and confirm enrollment. 



  2. Enroll from Audience Tab: Navigate to the Audience tab within a Smart Flow and manually add individual contacts by clicking on the Add Contact button.

Removing Contacts from a Smart Flow

  1. Access the Audience Tab: Within the specific Smart Flow, navigate to the "Audience" tab to view enrolled contacts. Select Contacts to Remove: Identify and select the contacts you wish to remove. Remove from Flow: Choose the option to remove the selected contacts from the flow. 
  2. Remove from Contact List: Go to your contact list and select the individuals you want to remove. Remove from Flow: Choose the appropriate Smart Flow from the options and confirm removal. 
  3. Remove from Contact Profile: Go to the individual contact's profile and go to the Smart Flows tab. You will see the Smart Flow that they are enrolled in. Click on 'Remove from Smart Flow'.

Monitoring Smart Flow Performance

  1. View Overall Statistics: Access the "Statistics" section of the Smart Flow to see metrics like open rates, click-through rates, and conversion rates.

  2. Analyze Step-Specific Data: Review performance data for each step to identify areas for improvement. 
  3. Adjust Accordingly: Use these insights to refine your Smart Flows for better engagement and effectiveness. 

Limitations of Smart Flows

  • Concurrent Enrollments: A contact cannot be enrolled in multiple Smart Flows simultaneously. Contacts are limited to enrollment in a singular Smart Flow at a time. 
  • Editing Active Flows: Changes to an active Smart Flow can impact contacts currently in the flow. It's advisable to clone and modify flows to prevent unintended disruptions. 
  • Content Approval: While pre-built cadences come with vetted content, custom emails should be reviewed to maintain consistency and effectiveness.  
  • No Auto-enrollment, triggers or actions: Management of contacts for Smart Flows must be monitored and carried out manually. 

By mastering Smart Flows, you can automate and personalize your email nurturing, ensuring your audience receives timely and relevant communications that drive engagement and growth. 

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