Enrollments

Review enrollment records across every flow in the account from Enrollments. Use this page to compare statuses, current steps, and event timelines without opening flows individually. Adding contacts remains flow-specific; use Flow Enrollments inside the selected flow.

Account-wide Enrollments page with summary cards, filters, controls, and enrollment records.

From the sidebar, expand Flows, then select Enrollments.

The Total, Active, Completed, and Error cards summarize all enrollments that match the current search and filters, not only the rows shown on the current table page.

  • The standard columns are Contact, Flow, Status, Current Step, Tags, and Enrolled. Configured enrollment custom fields can appear as additional columns.
  • Search by flow or contact name, and filter by Flow, Status, Tags, or an Enrolled date range. Use the pagination controls to move between pages of results.
  • Sort by Contact, Flow, Status, Current Step, or Enrolled. The default order shows the newest enrollments first.
  • Select Refresh to load the latest enrollment rows and summary counts.
  • Open Export, then choose CSV or XLSX to download the visible columns using the current search, sort, and filters.
  • Depending on your role, use Edit mode to update Status or Tags. You can also select multiple rows to apply one change or delete the selected enrollments.
Enrollments table with search, flow and status filters, export, refresh, sorting, and edit-mode controls.
Not Started: The enrollment exists but has not begun progressing.
Active: The contact is currently progressing through the flow.
Paused: The enrollment is temporarily stopped and can be resumed.
Processing: Drip Drop is processing work for the current step.
Completed: The contact reached the end of the flow.
Error: An error prevented the enrollment from progressing.
Unsubscribed: The enrollment stopped after the contact unsubscribed.
Replied: The enrollment stopped after a reply was recorded.

The Status menu offers Not Started, Active, Paused, and Unsubscribed. Drip Drop assigns Processing, Error, Completed, and Replied as the enrollment runs or ends.

  1. Select the arrow at the beginning of an enrollment row to open its timeline.
  2. Review each event’s date and time, step name, event type, and status. Failed events also show the reported error.

Depending on your role, select Send Message to contact the enrolled person directly. For an enrollment that can still progress, select Mark Replied to record a reply and stop the enrollment.

Expanded enrollment timeline with dated step events, statuses, and an error detail.
A record seems missing from the table
  • Clear search and the Flow, Status, Tags, and Enrolled filters, then select Refresh.
  • Open Flow Enrollments for the expected flow to check its enrollment records.
The timeline has no events
  • The enrollment may not have processed a flow step yet. Check Status and Current Step, then select Refresh.
An enrollment action is missing
  • Edit mode, Delete, Send Message, and Mark Replied depend on your role.
  • Mark Replied appears only while the enrollment can still progress.