Share and Deliver Smart Flows
Start a flow for a contact or publish a reusable start link.
Publish your Smart Flow template before starting it for clients or creating a public start link.
Start for a contact
- Open Automations > Smart Flows > Active.
- Select Start flow.
- Choose a published template and the intended contact.
- Review the recipient and start the flow.
- Copy the resulting run link or use the configured invitation delivery.
Each run tracks that recipient's steps. Do not reuse one contact's run link as a general website link.
Use a public start link
Open a saved, published public template. Use Create link to create its public start link. Once it exists, the sharing controls offer Copy link, Copy embed, Rotate link, and Revoke link; some controls appear in a menu on smaller screens.
A public start link begins a new recipient journey. Copy embed provides the embed for placing that entry point on your website. Open and review the embedded experience before sending visitors to it.
Rotating or revoking the template link controls that entry point. Manage an already-started recipient run from Active or History separately.
Invitation and reminder settings
In the template's Delivery settings, configure Send invitation email, Send reminders, and Link expires after. Reminder delivery uses the saved reminder schedule. Check email settings and the recipient address before starting a real run.
An expiration limits how long a client can continue the public flow. Choose a completion window appropriate for the requested work, especially when it includes signatures or payments.
Send test sends an actual email and creates a test run for an eligible workspace member. Use Preview when you only need to inspect layout.
When delivery fails
Check the address, template status, link expiration, and whether the run is paused or stopped. If email is held or rate-limited, resolve the message shown in Agiled before sending repeatedly. See Email delivery troubleshooting.