How to Edit a Flow

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Overview

By editing a flow, you can: 

  • Update the name
  • Edit the content of flow messages
  • Update the filters

To edit an existing flow, click on the Flows tab, and then find the name of the flow you would like to edit from the list. 

Update the Name of a Flow

For the flow you want to update, click the Edit Flow dropdown menu and select Edit Detaials.

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After clicking Edit Details, a modal will pop up. Here, update the name of the flow and, if applicable, the tag as well. 

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Edit the Content of Your Flow Messages

From the Flows tab, click the name of the flow that you would like to edit. Here, you will see a card for each message (i.e., email or SMS) in the flow. Click on the specific message you would like to change and click Edit.

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Learn more about managing messages within a flow.

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 any time. 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 available for flows triggered by an event (e.g., Started Checkout).

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Flow filters are checked when someone first enters a flow as well as before each step and thus before each message is sent out. Filters useful in two ways:

  • Targeting your flow to a specific audience
  • Setting conditions which cause someone to drop out of the flow

Filters that 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.

Additional Resources

Learn more about updating your flows: 

Read about how to use tags to organize your flows

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