Edit and export Flows

Edit

To edit a running flow:

1. Navigate to the flow overview page.
2. Click Edit Flow.
   • Rename the flow
   • Add/modify actions and/or
   • Reconfigure goals

Certain aspects of flows cannot be edited once the flow has been created:

• The originally targeted segment cannot be changed.
• Actions cannot be deleted.
• Experiments cannot be added or edited.

Export

1. Select the flow you'd like to export.
2. Click the Edit/Delete drop down then click Export Members.

If the flow has been stopped or sent, the button will say Delete instead of Edit.

3. Configure the export on the popup screen. Exporting all-time membership will export both the entry and exit date (where applicable) of contacts who have gone through the flow.

4. Click Create Flow Export.
5. The spinning icon indicates that your export is in progress. You will be able to request a new flow export when the current export completes.
   Check your inbox for an email with a link to download the file. This link to download the file expires after 24 hours.

Find an archived flow

When a flow is archived, it no longer appears in your main Flows list by default — but you can still locate its ID and details.

1. Go to Flows in the main navigation
2. Click the Filter dropdown and select Archived
3. Use the search bar to find the flow by name, send date, or channel
4. Click the flow to open its detail view — the flow ID is visible in the URL (/flows/{FLOW_ID}/details) and in the flow's settings panel

📘

Note

Flow IDs are permanent and do not change when a flow is archived, cloned, or renamed. The ID in the URL is always the canonical reference.

Find a flow ID for a specific historical send

If you know the approximate send date:

1. Navigate to Reporting > Send History (or Flows > All Flows > Archived)
2. Filter by date range and channel type
3. Match the send name or audience to identify the correct flow

If the flow sent through a channel integration (e.g., Attentive, Braze), the flow ID may also appear in your downstream platform's campaign metadata — Simon passes its flow ID as an external reference on most channel integrations.