Edit a Flow

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 the Flows tab. For the flow you want to update, click the Edit Details button 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

From the flow page, you can edit the trigger and flow filters. To edit either set of filters, click on the pencil icon in the appropriate section. Flow filters are available for all flows, but trigger filters are only visible for flows triggered by a metric.

Flow filters are useful in two ways:

  • Filtering or target your flow to a specific audience
    For example, setting up one post purchase flows 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 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.
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