Deleting Steps from the Engagement Flow

To delete a step from the Engagement Flow:

1. On the Engagement details page, under the In Progress section, click the three-dot menu of the step and click Delete.    
2. You are asked to confirm the deletion. Click Yes to delete the Step.   
3. A confirmation message of the step being deleted is displayed.
   Important:

   • For an Engagement flow without Visitors, all the Steps can be deleted

     
     

   • When you delete a Step with Pending Visitors, the visitors will be assigned to the Next Step or, if there are no more Steps, they will exit the flow.
     
     
   • Engagement flows that have Visitors InProgress state, at least one step is mandatory for the flow and the deleted option is disabled for that Step.

Related Topics:

Creating a New Engagement Flow

Adding Steps to the Engagement Flow

Adding Visitors to the Engagement Flow

Viewing the Engagement Flow Page