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Flows can be turned on or off by publishing/unpublishing as mentioned. Additionally, First Touch provides ways to route prospects to the right flows or owners:
  • Ownership Assignment: In some setups, flows can be assigned to round-robin leads to different reps or to assign based on CRM owner fields. For example, if a prospect from Company X enters a flow and your CRM says Alice owns that account, the flow could assign tasks/emails to Alice. Ensure you configure any ownership rules in the flow settings (or team settings) if applicable.
  • Exclusion Lists: As covered in Audiences below, you have global exclusion lists for emails/domains. Flows respect these. If a prospect is on an exclusion list (say they’re an existing customer, competitor, or unsubscribed), they will not be enrolled in flows or they will be automatically removed if somehow added. Always keep your exclusion lists updated to avoid any embarrassing situations.
  • Stopping Rules: By default, if a prospect replies to any email in any flow, they exit all flows. The system will not send anything further to them until you manually intervene (this prevents automated emails from continuing after a human reply). Also, if you manually mark a prospect as Unqualified or some other status, you may want to remove them from flows.
  • Monitoring: The Flows dashboard typically shows overall stats per flow (how many are in it, completion rates, reply rates, etc.) which can give you insight into what’s working.
Flows are powerful – once set up, they run in the background enrolling leads (via audiences or signals or manual add) and executing steps. Just remember to keep an eye on the Tasks & Follow-ups section for any approvals or manual tasks coming from flows.