While you cannot change a flow trigger directly, you can clone a flow and change the trigger for this new flow. Then, you can delete the previous flow. There are several types of changes you might like to make:
- Connect a list-based flow to another list
- Change an event-based flow from one event to another
- Change a list-based flow to an event-based flow
- Change an event-based flow to a list based flow
A list-based flow is a flow that is triggered by someone being added to a list -- a newsletter welcome series, for example. An event-based flow is a flow that is triggered by an event -- an abandoned cart flow triggered by the Checkout Started event, for example.
Connect a List-Based Flow to Another List
Connecting a list-based flow to another list is a two-step process:
- Clone the flow
- Change the list trigger
To clone a flow, navigate to the Flows tab and find the list that you would like to change the trigger for. On the right, click the Edit Detail drop-down and select Clone.
Once you clone the flow, you will have an option to change the list it is connected to.
After you connect the cloned flow to the new list, you can go ahead and delete the original flow. Only do this if you don't mind losing the historic analytics associated with it.
Change an Event-Based Flow from One Event to Another
Changing an event-based flow from one event to another follows the same process as connecting a list-based flow from one list to another:
- Clone the flow
- Change the event trigger
Navigate to the Flows tab and find the list that you would like to change the trigger for. On the right, click the Edit Detail drop-down and select Clone. Then, you'll be prompted to change the event trigger. Once you change the trigger, you can delete the original flow if you don't mind losing the historic data associated with it.
Change a List-Based Flow to an Event-Based Flow (or Vice Versa)
To change a list-based flow to an event-based flow, or vice versa, you cannot simply clone the flow. In our example, we're going to change a list-based flow to an event-based flow. Here are the steps to follow:
- Save all the templates associated with the original flow
- Create a new flow
- Used the save templates to populate the emails in the flow
First, save all the emails as templates. It is helpful to name these templates something clear so you can find them easily when you make your new flow.
Once you've saved all the emails associated with the flow, create a new one by navigating back to the Flows tab.
When you are building out the content for your new flow, find your previously saved templates.
Once you've done this for all the emails, you're safe to delete your original flow if you don't mind losing the associated analytics.