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Flows are powerful automation engines. Once published, they run in the background, continuously enrolling leads and executing steps. To ensure the right message gets to the right person (from the right rep), First Touch offers robust routing and safety rules.

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Publishing a Flow

When you are finished editing your canvas, click the Publish button in the top right corner.
Publishing is immediate. Any contacts currently in the audience (or added later) will begin moving through the steps immediately according to your schedule settings.

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Routing & Ownership

First Touch provides flexible ways to route prospects to the correct owner, ensuring tasks and emails come from the right person.

CRM Owner Mapping

Match your System of Record. Flows can assign tasks based on existing CRM owner fields.
  • Example: If a prospect owner in Salesforce is “Alice”, the flow assigns tasks to Alice automatically.

Round-Robin Assignment

Distribute Leads Evenly. For unassigned prospects, configure the flow to “round-robin” leads across selected team members to ensure fair distribution.
Configuration: To set these rules, click the Settings (Gear Icon) on the specific flow card in your dashboard.

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Safety & Exclusion

We have built-in safeguards to prevent awkward automation errors or contacting restricted accounts.

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Exit Criteria

By default, the system acts to prevent automated emails from continuing after a human interaction or if a contact is invalid. There are three specific ways a prospect will automatically exit a flow:
  1. Email Bounced: The prospect exits immediately if an email sent to them hard bounces.
  2. Email Replied: The prospect exits immediately if they reply to any email sent from the flow.
  3. Exclusion List Match: The prospect exits immediately if they (or their company) match an entry on your exclusion list (e.g., competitors or blocked domains).
Important Note on Manual Tasks: Contacts do not exit the flow for manual tasks. The flow continues immediately after the task is created for the assignee.

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Monitoring Performance

Use the Flows Dashboard to track the health and success of your campaigns at a glance.

Key Metrics

The dashboard provides a real-time view of your funnel:
  • Type: Identifies if the flow is triggered by a static list (Audience) or a real-time event (Signal).
  • Enrolled: The total number of prospects currently active in the sequence.
  • Replies: The number of direct responses generated.
  • Opportunities: The number of deals or opportunities created as a result of this flow.

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Managing Active Flows

On the Flows dashboard, each row provides quick actions to manage your campaigns:
IconActionDescription
EditOpen the flow builder to modify steps or content.
Note: Changes to live flows affect currently enrolled prospects.
SettingsAdjust routing rules, enrollment triggers, and daily limits.
DeletePermanently remove the flow. Active prospects will be unenrolled.
Status Check: Look for the green Live badge to confirm your flow is active. Flows marked Draft are not sending messages.