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.

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  1. 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.
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  1. Click Create Flow Export.
  2. 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.