Once you have set the trigger for a flow, you cannot change it. This is because Trigger Filters, Flow Filters, Additional Email Filters, and dynamic content in emails are all reliant on the specific trigger you set for a flow. Most often if you change the trigger for an existing flow, this will cause conflicts with your filters and content that are challenging to identify and correct.
While you cannot change a flow trigger directly, you can clone a flow and change the trigger for this new cloned flow. Then, you can delete the previous flow.
Cloning a Flow to Change the Trigger
There are several types of changes you might like to make:
- Connect a list-triggered flow to another list
- Change an event-triggered flow from one event to another
- Change a list-triggered flow to an event-triggered flow
- Change an event-triggered flow to a list-triggered flow
Cloning a flow allows you to tackle the first two scenarios on the above list.
When you clone a flow, you will have the option to edit the name for the cloned version as well as the trigger specifics. For a list or segment-triggered flow, you can pick any other list or segment to trigger your cloned version. For an event-triggered flow, you can pick a different event to trigger your clone.
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.
After clicking Clone, this is where you will have an option to update the name and optionally change the flow trigger.
After you clone a flow to update the trigger, you can go ahead and delete the original flow. Only do this if you don't mind losing the historic analytics associated with it -- a cloned version of a flow starts with a fresh-slate in terms of analytics.
Change a List-Triggered Flow to an Event-Triggered Flow (or Vice Versa)
To change a list-triggered flow to an event-triggered flow, or vice versa, you cannot simply clone the flow. Instead, you have to create a net-new flow. You can speed up this process, however, by first saving all the flow emails as "templates" so they can be added into your new flow with a few clicks.
In our example, we're going to change a list-triggered flow to an event-triggered flow. Here are the steps to follow:
- Save all the templates associated with the original flow
- Create a new flow
- Used the saved templates to populate the emails in the new 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 and use the new version with an updated trigger.