Send and share a Smart Flow

Send a Smart Flow to a client you know, and they get their own copy by email and in your client portal. Or share a public link, such as a "Book a call" page on your website, and each person who opens it gets their own copy.

Before you startCopy Anchor Link

• Publish the Smart Flow.

Send to a clientCopy Anchor Link

1. Open Automations › Smart Flows and select Send a Smart Flow on the Sent tab, or Send to a client in a Smart Flow's row menu.
2. Choose the client, or select + New client. If they have no email, select Add email.
3. Choose the Smart Flow. Agiled may suggest one under Suggested for your client.
4. Add a personal note if you like, and select Preview email to check it.
5. Read the box at the bottom. It says exactly where your client will find it.
6. Select Send to your client.

You're done when the dialog says Sent to your client and the Smart Flow shows on the Sent tab. Test with your own email first; see Before you share anything.

You can also send from a contact's header, their Smart Flows or Portal tab, or a project's header.

Where the client finds itCopy Anchor Link

• By email: a link that opens without a password, or a sign-in link if the Smart Flow is set to Signed-in client only.
• In your client portal: under Things to do, with their progress, when they have portal access. To give access, tick Also give your client access to your client portal. They get one email with a Set up your portal button.

Share a public linkCopy Anchor Link

1. Open the Smart Flow and select Share in the header.
2. In Share a link anyone can use, select Create link.
3. Select Copy, or Embed on your website for code your web person can add to your site.

You're done when the link opens the first page in a private browser window. People who start appear on the Sent tab.

Good to knowCopy Anchor Link

• Sending again starts a new copy. The dialog tells you if the client already has one open.
• People who start from a public link skip pages that need a known client, such as Task checklist. If it's your client, open their copy on the Sent tab and select Show in their portal.
• With Signed-in client only, there's no public link. Clients can sign in from the email or ask for a 6-digit code with Email me a code.
• If the email couldn't be sent, the client's link still works. Copy it and send it yourself.

RelatedCopy Anchor Link

• Track sent Smart Flows
• Onboard clients
• Email delivery issues