Editing and Deleting Steps in the Engagement Flow

Editing a Step in the Engagement Flow

Editing allows you to update or modify the settings of a step within the Engagement Flow. You can adjust details such as the content, conditions, or actions associated with the step. This ensures the flow remains aligned with your campaign goals and user experience requirements.

To edit a step in the Engagement Flow, follow the steps below:   

1. On the Engagement Flow detail page, under the In Progress section, click the three-dot menu of the step and select Edit.   
2. The Edit pop-up window screen of the step is displayed.
   • Modify the fields in the Step Config and click Next.   
   • To choose another Email Template, select the email template from the dropdown.   
   • To modify the text of the template, click the Edit Template link. You will be directed to the Setup > Email Template - Engagement Flow page.   
3. Click Save. A confirmation of the changes is displayed.

Deleting a Step in the Engagement Flow 

Deleting permanently removes a step from the Engagement Flow. Once deleted, the step and its configuration cannot be recovered. Use this option carefully and only when the step is no longer needed in the flow.

To delete a step from the Engagement Flow, follow the steps below:

1. On the Engagement details page, under the In Progress section, click the three-dot menu of the step and click Delete. 
2. A prompt is displayed 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 delete 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