Review flow activity

Every flow has an Activity tab next to Overview and Edit Steps. Activity shows Recent activity for that flow: which donors are in the sequence, which emails went out, what is coming next, and how each donor's run ended. It is not the email editor, and it is not the performance cards on Overview.

Open Activity

1. In the left sidebar, click Flows.
2. Click the tab that holds the flow (Journey, Gift recovery, or Pledges), then click the flow's card.
3. Click Activity.

The header still matches the flow: its name, an Automation: Paused chip when it is not running, and the step count (for example 2/2 steps).

Read Recent activity

Recent activity covers the last 60 days (the card says Last 60 days). Each donor gets one row, even when they have received several emails.

1. The line under the heading shows how many donors are in this flow, how many are in progress, and how many opted out.
2. Use the tabs to filter: All, In progress, Completed, and Opted out. Each tab shows its count. Completed includes donors whose outcome is Success, Cancelled, or Waiting.
3. Use Search donors to find someone by name or email.

Each row has four columns:

• Donor: the donor's name and email.
• Outcome: In progress, Success, Cancelled, Waiting, or Opted out.
• Emails: one dot for each email in the sequence. The legend under the list explains the dots: Delivered, Queued, and Queued, not sent (flow ended first). Hover over a dot to see its date.
• What's next: for donors still in the flow, the date of the next email (for example Next email Tue, Oct 27 and Email 2 of 3). For donors who are done, how it ended, such as Finished, Cancelled with the reason, or No more emails with the opt-out date.

If nobody has been in the flow in the last 60 days, the list reads No activity in the last 60 days. A paused flow with nothing in progress is expected. It is not emailing anyone.

See a donor's emails

Click a donor's row to expand it. Each email in their sequence is listed with its date, a Delivered or Queued label, and a note, such as when the donor was added to the flow or when the email was queued. Emails that never went out because the flow ended first say why, for example Not sent: flow ended with Success before this step.

• A cancelled donor shows a gray Cancelled: note with the reason.
• A donor who opted out shows a yellow note with the date they opted out and any emails that were queued but not sent.

View or remove a donor

Click the ... menu at the end of a row.

• View donor opens the donor's profile.
• Remove from flow appears only for donors who are still in progress. After you confirm, GivFlow marks the donor's most recent step as cancelled with the reason cancelled by your name, and they won't receive any emails left in the sequence. They can't restart the flow until they meet its criteria again at least 30 days after the cancellation.

When a donor opts out

Flow emails can include an opt-out link ({{link:opt_out_url}}). When a donor clicks it, GivFlow opens a page that asks them to confirm. Nothing changes until they click Yes, please don't email me anymore. This keeps email security scanners, which open links automatically, from opting donors out by accident.

After the donor confirms, they show as Opted out on Activity, and GivFlow won't send them emails from that flow again.

Related Articles

• What are flows
• Review flow emails
• Remove a flow step