Test, publish and enrol

Terry checks the flow as you draw. Walk through it and try it on yourself before real people go in, then enrol people from the flow on the Flows page.

1. 1Open the editor. On Flows, pick the flow and press Open editor.
2. 2Read the checks. Errors must be fixed before publishing. Warnings explain something you should know; you confirm them when you publish.
3. 3Step through. Press Step through to walk one example person through every box and see what each one would do. Nothing is sent.
4. 4Publish. Press Publish (or Publish changes for a flow that is already live). An admin publishes. The flow is now live and ready for people.
5. 5Try it on yourself. On the editor's Overview tab, press Send it to me. Terry sends the flow to your own address with the waits shortened, so an hour is about a minute. The gates, footer and merge fields are the real ones, and nothing from a test reaches your reports.
6. 6Enrol people. Back on Flows, pick the flow and press Enrol people, then pick people or a segment. Terry shows a preview first: who goes in, and who is held back and why. Members can enrol people too; every admin is told when they do. The editor's Overview has the same thing as Enroll prospects.

Enrol people stays greyed out until the flow is published.

Who is in it

• On Flows, pick the flow and press Who is in it under its details, or choose it from the three dots menu. It shows where every person is, On the flow box by box, as a Table, or By flow.
• The Enrolled people tab at the top of Flows shows every flow at once.
• Messages on the flow, and in the editor's header, opens the Inbox showing only the people this flow wrote to. See one flow in the Inbox.
• An admin can press Pause on the flow at any time, and Resume it later.

In Classic

• Enroll prospects, Pause and Resume are on the flow's Overview tab in the editor.
• On the Flows page, See who's in it shows where every person is. See The new dashboard to switch.