Flow content

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person
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Version: 10.3.9 new_releases
• 3 minutes to read
 • 3 minutes to read

Flow content is emails (and forms) used in a flow.

It does not matter if you prepare the content first, or after designing the flow. Also, whether separate users work with content and flow configuration - or if the same user prepares it all - is up to you.

Steps

To view the prepared content for a specific flow:

  1. Go to Marketing > Flows.
  2. Double-click to select a flow.
  3. Select the Flow contents tab.

Contents of Welcome email flow -screenshot

Create new content

Create email - as a flow editor

  1. On the Flow contents tab, in the lower-left corner, enter a name for the new email and click Create. This opens the Mailing wizard at the Template step.

    Flow contents - create new email -screenshot

  2. Choose a template and and click Next.

    Flow contents - choose template -screenshot

  3. Compose the email (as you would a classic mailing).

    Flow contents - compose -screenshot

  4. Close the email step and click Save.

Create email - as a flow administrator

  1. Open the Flow editor and go to the email step.

    Flow step - create new email -screenshot

  2. Choose a template and compose the email as described above (starting on step 2).

Note

You cannot click Edit if the flow is running. If you do not wish to pause the flow while you prepare more content, you can create and prepare a new piece of content from the Flow contents tab.

Create form

Go to Marketing > Forms. For details, see Create form.

Add flow content to email step

  1. Open the Flow editor.
  2. Click to select the email step where you wish to add content.
  3. Choose Select existing email for this step. Click to select a prepared email.
  4. Optionally, select Task > Edit in the email preview to update the content.
  5. Close the email step and click Save.

Send email step with content, subject, and attachment -screenshot

Edit prepared content

Note

You cannot edit flow content that is included in a step without pausing the flow.

As a flow editor:

  1. On the Flow contents tab, click the menu button icon on the email you wish to update and select Edit.

As a flow administrator:

  1. Open the Flow editor and go to the email step.
  2. In the email preview:
    • Select Task > Edit to modify the content.
    • Select Task > Rename to change the email's name.
    • Click the red X to delete the email (so you can replace it with a different one).