How to Manage and Analyze Flows

Overview

Once a flow has been created and published, it can be monitored, edited, and optimized from the Flows dashboard.

The Flows section provides visibility into automation health, customer engagement, and revenue performance. This allows teams to understand how automations are performing and identify opportunities for improvement.

Flow management includes:

Step 1: Open the Flows Dashboard

Navigate to:

Conversion & Retention → Flows

The dashboard provides a centralized view of all automations currently configured in the workspace.

At the top of the page, EVA displays performance metrics and automation insights.

Step 2: Review Flow Performance Metrics

The dashboard includes several summary metrics that provide a high-level view of automation performance.

Total Revenue

Displays revenue attributed to flow automations.

Active Flows

Shows the number of currently running automations.

Paused Flows

Shows flows that have been temporarily disabled.

Draft Flows

Displays flows that have not yet been published.

Total Recipients

Shows the number of customers who have entered flow automations.

These metrics help monitor overall automation activity and business impact.

Step 3: Use Flow Insights

The Recommendations section highlights automation opportunities identified by EVA.

Recommendations may include:

Each recommendation includes:

These insights help prioritize high-impact automation opportunities.

Step 4: Search and Filter Flows

The flow table contains all existing automations.

To locate specific flows, use:

Search

Search by flow name.

Status Filters

Filter by:

Channel Filters

Filter by communication channel.

Health Filters

Review flows based on operational status and performance.

Filtering allows large automation libraries to remain organized and manageable.

Step 5: Open a Flow

Screenshot: Flow table with flow selected

To review a specific automation:

This opens the flow detail page.

The detail page provides access to:

Step 6: Review Flow Summary

The Flow Summary provides an overview of the automation's effectiveness.

Available metrics include:

Revenue

Revenue generated by the flow.

Recipients

Total customers who entered the automation.

Conversion Rate

Percentage of customers who completed the desired action.

Revenue Per Recipient

Average revenue generated per participant.

These metrics help evaluate the business impact of the automation.

Step 7: Analyze the Engagement Funnel

The engagement funnel shows how recipients interact with flow messages.

Typical funnel stages include:

Sent

Messages delivered by the automation.

Opened

Recipients who opened the message.

Clicked

Recipients who clicked a link.

Converted

Recipients who completed the desired outcome.

Reviewing the funnel helps identify where customer engagement decreases throughout the journey.

Step 8: Compare Performance Over Time

Flow reporting can be used to identify trends in automation effectiveness.

Monitoring performance regularly helps teams:

Consistent review allows automations to evolve as customer behavior changes.

Step 9: Edit Existing Flows

Flows can be updated after creation.

Common edits include:

After making changes:

Regular optimization helps improve long-term performance.

Step 10: Pause or Reactivate a Flow

Flows can be paused when automation should temporarily stop running.

When paused:

Flows can later be reactivated without rebuilding the automation.

Why Ongoing Flow Management Matters

Creating a flow is only the first stage of automation.

Long-term performance depends on:

Regular management ensures flows continue delivering value and remain aligned with business objectives.