Editing Steps in the Engagement Flow

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 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.

Related Topics:

Creating a New Engagement Flow

Adding Steps to the Engagement Flow

Adding Visitors to the Engagement Flow

Viewing the Engagement Flow Page