Save Flow Actions


 

Flow steps tell Marketo what you want to have happen to a group of people that qualify (the people you chose in the smart list). Saving a specific flow will save time.

Saving Flow Actions

  1. In Marketing Activities, select your smart campaign (or create a new one).

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  2. After you set your smart list, click Flow.

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  3. Add your desired flow actions.

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  4. When you’re done adding filters/triggers, click the Smart Campaign Actions drop-down and select Save New Flow.

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  5. Name your flow and click Save.

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And you’re done. Next time you create a smart campaign, you’ll have access to the same exact set of flow actions. Keep reading to see how to access them…

Using Saved Flow Actions

  1. In Marketing Activities, select your smart campaign (or create a new one).

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  2. Click Flow.

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  3. Click the Saved Flows drop-down.

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  4. Select and drag over the desired flow.

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  5. Your flow auto-populates with the same set of actions. Simply follow the rest of the regular smart campaign steps after that.

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CAUTION

Bringing over a saved flow will not replace any existing flow actions, but add to them.

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