Editing Steps in the Engagement Flow

Modified on Thu, 3 Mar, 2022 at 11:21 PM

To edit a step in the Engagement Flow:   

  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 dop-down.   
    • 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 updated is displayed.

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