People Tab: Managing the People in Your Flow

Move people to a different step, check who opened your emails, and much more!

Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Note: If you're simply looking to remove people from your flows, please view this article.

In this article, we'll review the following sections of the people tab in Flows: 

Overview

The People section of each of your Flows is where you can manage, move, and check progress on each person that has been involved with the Flow.

Once you choose the step (or All Steps) that you want to take a closer look at, each tab on the left side provides valuable information on the folks you're reaching out to.

Below is a guide on the valuable insight you can gain from each tab of your People section. 

Due Today 

This shows you all the people who are currently due for action, as well as which step they are currently in. From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Not Yet Due 

This shows you all the people who are not currently due for action, which step they are in, and how many days away they are from being due. From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Outbox 

shows you people that are scheduled to receive emails, as well as when those emails are scheduled to be sent. From here you can Cancel the emails from being sent out. If you do cancel any emails, the person will move to 'Due Today'.

Note: Emails in an auto-send email step are put in the Outbox immediately after the person becomes active in those steps, because an automated email step is already scheduled to be sent out at a certain time, depending on how your Flow is set up:

Paused 

This shows you the people who you have paused until a certain date.  From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Failed 

This shows you the people whose emails failed to send out, the reason those emails failed, and the step they were in when the email failed. From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Exited 

This shows you all the people who have been removed from that Flow, either manually by you, or because of an Automated Action. You'll also see when they were removed, as well as the step they were on when they exited the Flow:

Completed 

This shows you the people who completed the step or the entire flow, as well as when they completed it. From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Opens 

This shows you the people who have opened your email, how many times they opened your email, when they last opened the email, and which email they opened (the step). From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Clicks

This shows you the people who have clicked links in your email, how many times they clicked on a link, the last time they clicked on a link, and the email they clicked a link in (the step). From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Replies 

This show you the people who have replied to your email, when they replied, and which email they replied to (the step). From here you can also move people to different steps, another Flow, or Remove them from the current Flow:

Download CSV

If you'd like to export the details of any of these subsections, you can click on the 'Download CSV' button.

Clicking this will export the details of the specific subsection you're currently on. For example, in the screenshot above, this option would export the details of the people Due Today in the Day 1 email step.

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