Flows
An email marketing flow is a series of emails automatically sent to a group of users in a fixed order and with a fixed delay between each email.
As such, an email flow is an essential part of an email automation setup – especially if the group of recipients is based on dynamic criteria via smart searches or user index queries.
Creating a flow
To create an email flow:
- Open the Marketing area
- Fold out the Email Marketing node
- Right-click the Flows node
- Click Create flow
This opens the New flow interface (Figure 2.1).

When you create a flow, you must decide on four things:
- Who to include in this flow, e.g.:
- Specific users
- Members of a user group
- Users matched by a smart search
- Users returned by an index query
- When to start the flow and how often to repeat it, i.e. check if there are new recipients/it is time to send the next email to a recipient, etc.
- What to do about recipient which are no longer included in the To selection:
- Continue processing recipients no longer found in To
- Stop processing recipients no longer found in To
- Which steps to create for this flow – each step corresponds to an email being sent to recipient who’ve reached this step the next time the flow is processed
Creating steps
To add a step – an email – to the flow click Add step and configure the step (Figure 3.1).

You must select an email and specify a delay – and that’s all there is to it.
Flow details
Once a flow has been created you can click it and open the flow details view (Figure 4.1).

This view is used to monitor how many recipients are progressing through the flow – you can see:
- The number of new recipients since the last run
- The number of processed recipients including those who have completed the flow
- The number of recipients at each step of the flow
- The number of completed recipients who’ve progressed through all steps of the flow
- A list of recipients
Recipient details
When viewing the flow details, you can see a list of recipients – each of these may be clicked to show additional information about the recipient (Figure 5.1).

You can see:
- The email address of this recipient
- The last step they completed
- The last email they were sent
- The last send time – i.e. when they were sent the last email
- A history of when the recipient was sent each email in this flow
EmailMarketingFlow
Field name | Data type | Length | |
---|---|---|---|
EmailMarketingFlowId | int | 4 | |
EmailMarketingFlowFolderId | int | 4 | |
EmailMarketingFlowName | nvarchar | 250 | |
EmailMarketingFlowRecipientsIds | nvarchar | Max | |
EmailMarketingFlowStopAddingNewRecipients | bit | 1 | |
EmailMarketingFlowScheduledRepeatInterval | int | 4 | |
EmailMarketingFlowProcessOnlyFlowRecipients | bit | 1 | |
EmailMarketingFlowActive | bit | 1 | |
EmailMarketingFlowStartDate | datetime | 8 | |
EmailMarketingFlowCreatedDate | datetime | 8 | |
EmailMarketingFlowUpdatedDate | datetime | 8 | |
EmailMarketingFlowRecipientsUpdateTime | datetime | 8 |
EmailMarketingFlowStep
Field name | Data type | Length | |
---|---|---|---|
EmailMarketingFlowStepId | int | 4 | |
EmailMarketingFlowStepFlowId | int | 4 | |
EmailMarketingFlowStepEmailId | int | 4 | |
EmailMarketingFlowStepDelayUnit | int | 4 | |
EmailMarketingFlowStepDelay | int | 4 |
EmailMarketingFlowStepHistory
Field name | Data type | Length | |
---|---|---|---|
EmailMarketingFlowStepHistoryId | int | 4 | |
EmailMarketingFlowStepHistoryFlowId | int | 4 | |
EmailMarketingFlowStepHistoryRecipientId | int | 4 | |
EmailMarketingFlowStepHistoryStepId | int | 4 | |
EmailMarketingFlowStepHistoryEmailRecipientId | int | 4 | |
EmailMarketingFlowStepHistoryTimestamp | datetime | 8 |
EmailMarketingFlowRecipient
Field name | Data type | Length | |
---|---|---|---|
EmailMarketingFlowRecipientId | int | 4 | |
EmailMarketingFlowRecipientFlowId | int | 4 | |
EmailMarketingFlowRecipientUserId | int | 4 | |
EmailMarketingFlowRecipientDiscoveryTimestamp | datetime | 8 | |
EmailMarketingFlowRecipientLastProcessedStepId | int | 4 | |
EmailMarketingFlowRecipientLastProcessedStepTime | datetime | 8 |
EmailMarketingFlowFolder
Field name | Data type | Length | |
---|---|---|---|
EmailMarketingFlowFolderId | int | 4 | |
EmailMarketingFlowFolderParentId | int | 4 | |
EmailMarketingFlowFolderName | nvarchar | 250 |