Editing a SmartFlow

To edit a SmartFlow navigate to the SmartFlows tab on the left navigation bar and find the SmartFlow you want to edit.

Click the three gray dots on the correct SmartFlow and choose "Edit".

You can click on each of the cards to open the editor for that element or click the "+" buttons to add new elements to the flow.

For more information on how each of these elements functions and how you can edit them, click the element name below:

When you're happy with your flow it's time to test the SmartFlow by sending it to yourself or a colleague before publishing it for everyone to use.


Next: How to publish a SmartFlow

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