To edit an existing flow, click on the Flows tab, and then on the name of the flow from the list.
Update the Name of a Flow
You can update the name of a flow in the Flows tab. For the flow you want to update, click the Edit Details button (not the drop-down arrow) and update its name. You can also update the folder a flow is sorted into from the details modal.
Update the Trigger and Flow Filters
When you navigate into an existing flow, you can click on the Trigger card to review the Flow Trigger, Trigger Filters, and Flow Filters.
Note that after you set the trigger for a flow, you cannot change it. You can, however, update the Trigger Filters and Flow Filters at anytime. To edit either set of filters, click on the Trigger card to open the Trigger Setup view and click on the filter type you'd like to update. Flow filters are available for all flows, but Trigger Filters are only visible for flows triggered by an event (i.e. Checkout Started, etc.).
Flow filters are useful in two ways:
- Filtering or target your flow to a specific audience
For example, set up one post-purchase flow that sends to first-time buyers and another that sends to repeat buyers. In that situation, the trigger metric for each flow is Placed Order, but flow filters allow you to restrict who ends up in each sequence based on whether each customer has placed an order exactly once or more than once.
- Setting conditions which cause someone to drop out of the flow
This is useful for keeping people in a flow until they take an action. For example, a newsletter welcome series flow can only send emails until someone makes a purchase which has a flow filter, Has Placed Order zero times since starting this flow.
Filters which target or restrict the entire flow to a specific audience are the same as with segmentation. You can choose from the following types of criteria:
- What someone has done (or not done)
Check the number of times someone has taken an action in a specific timeframe.
- Properties about someone
Check the current value of any property of field on a person's profile.
- If someone is in or not in a list
Check if a person is currently a member of a list.
- Has not been in this flow
Limit how often someone can be in a flow.
- Random sample
Allows testing a flow idea by only sending it to a fraction of your audience.