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A Flow Enrollment is one prospect’s instance of moving through a Flow Plan.

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Enrollment Views

Flow Builder can show several enrollment views.

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Awaiting Contacts And Signals

Awaiting items have not started the Flow Enrollment yet. This can happen when:
  • the Flow Plan uses Manual Mode
  • a CSV or HubSpot source needs review
  • a signal event waits for explicit enrollment
  • a contact needs validation before starting
Publishing a Manual Mode Flow Plan does not automatically enroll awaiting items. Select the items you want to enroll from the Flow Plan details.

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Enrollment Modes

Enrollment mode can be changed only on a published Flow Plan. Auto-enroll new is not available for Sales Navigator sources. CSV sources present the same behavior as a simpler Manual mode or Auto-enroll mode choice. Auto-enroll all stays unavailable until FirstTouch can load the awaiting count.

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In-Progress Enrollments

In-progress enrollments follow the Flow Plan version captured when the prospect entered. In Flow Builder, valid saved edits to a published flow are automatically republished and apply to new enrollments, without a separate Publish click. Draft flows still require publishing before new enrollments can start. Unpublish before editing if you need a review checkpoint.

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Issues

The Issues view contains failed Flow Enrollments. Failures can be caused by:
  • missing email, phone, or LinkedIn URL
  • missing or disconnected sender account
  • exclusion match
  • provider or action failure
  • invalid Flow Plan configuration
Open the enrollment details to see the failure. Pending approvals and other Awaiting Requirements remain in their task, Activity, or LinkedIn Outreach Queue state rather than becoming an Issue.

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Cancel A Flow Enrollment

Flow Enrollment Cancellation stops selected in-progress enrollments from producing future outreach actions. It does not delete the Flow Plan, delete the prospect, or retract completed outreach. For bulk cancellation, select multiple in-progress enrollments in the same Flow Plan and confirm the cancellation action.

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Re-Enroll

Use Re-enroll for eligible Issues, Completed, Canceled, or Disqualified rows. It starts a new enrollment from the beginning of the currently Live Flow Plan, rather than resuming an earlier action or saved version. Before re-enrolling, confirm:
  • entered overrides are valid; name, email, company domain, phone, and company LinkedIn URL are optional in the dialog, while a prospect LinkedIn URL is required for LinkedIn steps
  • sender accounts are connected and ready
  • required credits are available
  • exclusion conflicts are resolved
  • the Flow Plan is live and reflects the sequence you want to run now
Previous activity remains in history. Validation blocks re-enrollment after completed email, LinkedIn message, or InMail outreach in that Flow Enrollment; the dialog offers no override for that warning. Draft plans, first-five enrollment mode, Custom Actions plans, and unavailable Team entitlement also block re-enrollment.