How to edit a flow

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You will learn

Learn how to edit the details and configuration of a flow in Klaviyo.

By editing a flow, you can: 

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

Update the name of a flow

To edit the name of an existing flow:

  1. Navigate to the Flows tab.
  2. Find the flow you'd like to edit.
  3. Click the arrow next to the Edit Flow button to open the dropdown.
  4. Select Edit Details.
    The Edit Details dropdown found after clicking the arrow to the right of a flow on the Flows tab.
  5. In the modal that appears, update the name of the flow and, if applicable, the tags as well. 
    The Edit Details modal with fields for editing the name and tags of a flow.

Edit the content of your flow messages

When you open the flow builder,  you will see a card for each message (i.e., email or SMS) in the flow which you can edit. To open the flow builder, follow these steps:

  1. Navigate to the Flows tab.
  2. Find the flow you'd like to edit.
  3. Click Edit Flow.
  4. In the flow builder, click on the specific message you would like to update.
  5. Click Edit in the lefthand sidebar.
    The Edit button found in the left sidebar after clicking on a message card in a flow.

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:

  1. Click on the trigger card to open the trigger setup view.
  2. In the left sidebar, click on the filter type you'd like to update, either Flow Filters or Trigger Filters.

Flow filters are available for all flows, but trigger filters are only available for flows triggered by an event (e.g., Started Checkout).

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.

See a more detailed explanation in our article on understanding flow triggers and filters.

Additional resources

Learn more about updating your flows: 

Read about how to use tags to organize your flows

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