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Nate_Oosterhous
Level 7
February 3, 2017
Question

Editing a Flow Mid Flow

  • February 3, 2017
  • 2 replies
  • 3942 views

Questions:

If I were to remove lets say a create a task flow step in the middle of a flow what does that affect?

If I were to swap out emails in send email flow steps in the middle of a flow what does that affect?

Example Flow:

Step 1 - Wait 5 days

Step 2 - Send Email

Step 3 - Wait 10 days

Step 4 - Send Email

Step 5 - Wait 5 days

Step 6 - Create Task

Step 7 - Send Email

Step 8 - Wait 10 days

Step 9 - Send Email

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2 replies

N
Nate_OosterhousAuthor
Level 7
February 3, 2017

I found this Delete a Flow Step - Marketo Docs - Product Docs but it does not answer my question about deleting a flow step other than a wait step (for example a create a task flow step).  It gives a good example of what happens when you delete a wait step though. 

Am I fine in my original question above to delete the create a task flow step and switch out emails?

Dan_Stevens_
Dan_Stevens_
Level 10
February 3, 2017

For those leads that have yet to hit those flow steps, they will receive the updated email that you replace.  So if someone is in Step 3 (wait 10 days), they will remain in there for 10 days - at which time, they will proceed to Step 4.  If you replaced the email any time prior to a lead hitting that 10th day, they'll get the updated email.  In otherwords, Marketo doesn't process/cache all flow steps ahead of time.  It's done sequentially, in real-time.

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Nate_OosterhousAuthor
Level 7
February 3, 2017

Hi Dan,

That answers my question about switching out emails in the send email flow steps.  Do you know what it affects when you remove a non-wait step flow step such as create a task?

A
Anonymous
February 3, 2017

Hi Nate,

I agree with Dan when it comes to changing a step that if that record has not reached that step yet. The lead will just follow the new path of the steps/New Emails.

I would way say make it an engagement program for changing/removing/editing assets or content. This way you can change streams and add streams and steps if you want to and not worry about it.
Understanding Engagement Programs - Marketo Docs - Product Docs

Andy

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