Add a Flow Step to a Smart Campaign

Flow steps tell Marketo what you want to have happen to a group of people that qualify.

Add a Flow Step

  1. In Marketing Activities, select your smart campaign and click Flow.

    Image One

  2. Type to search for a flow step, then drag and drop it to the canvas. Repeat for multiple flow steps.

    Image Two

Deep Dive

Learn more about the different flow steps.

  1. Click the drop-down and choose an appropriate option.

    Image Three

  2. Enter the value.

    Image Four

Reminder

Flow steps are executed in the order in which they are listed. Reorder the flow steps to ensure they’re in the right sequence.

TIP

A red line appears in case of an invalid entry. Hover over the line to see how to correct it.

Be sure to review and validate the smart campaign before you schedule or activate it.

Reorder Flow Steps

  1. Here’s the original order. Drag and drop one flow over the other.

    Image Five

  2. The flow you’re moving disappears during the change.

    Image Six

  3. Now, the flows have reversed positions.

    Image Seven

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