How to delete a flow

You can currently only delete draft flows, see How to terminate an active flow if you need to permanently deactivate a flow instead.

Deleting is permanent! Think carefully before you delete a flow from your Pendula tenant

Steps

1. Navigate to the Flows tab and click on the flow number of the active flow you intend to delete

2. Click on the Copy flow button, followed by Delete when prompted

Active flows

How to pause and edit an active flow

If you need to make any changes to an active flow, or temporarily deactivate it, you can do so by editing it.

Editing an active flow will update it to a status of Paused.

This means that:

• Any active experiences within the flow will be paused until it is reactivated (they will not progress to the next node or action within the flow)

• The flow will not trigger based on any event or scheduled trigger conditions

• Any expected responses which match to an inbound SMS node within this flow will be queued until you reactivate the flow

• Any API callouts will be queued until you reactivate the flow

If a recipient of a flow replies with an expected response while a flow is temporarily paused, that response won't be lost! The moment the flow is reactivated, the recipient will progress down the path defined by the inbound SMS node within the flow, and their inbound message will be synced to your data source.

Pausing a flow is useful if you need to make quick changes or only intend to deactivate it temporarily.

If however you want to permanently deactivate a flow, you'll want to terminate it so that it is no longer expecting (and queueing inbound responses) which you may wish to define in a separate flow.

See How to terminate an active flow for more information.

Steps

1. Navigate to the Flows tab and click on the flow number of the active flow you intend to pause

2. Click on the Edit flow button within the flow preview screen

3. Click on Edit flow again when prompted by the callout

4. You will be able to update any settings related to the flow setup screen

5. If you need to edit the flow path configuraiton, click on Save & next to proceed to the flow builder screen

6. If you would like to reactivate your flow following any changes, click on Save & Activate followed by Yes activate when prompted

7. If you would like the flow to remain paused, click on Finish later

Things to consider:

• If a scheduled flow is paused before the send/date time has been reached, the flow will not trigger

• While paused, an event flow will not trigger based on events which meet the trigger conditions within your data source

• If there are active experiences within a paused flow, they will continue from the node the experience is paused at once the flow is reactivated, unless changes are made to the flow path which means the experience can not progress any further

• If a flow is paused while an expected response is received, this will be actioned by the relevant inbound sms node once the flow has been reactivated

• If a flow is paused while an experience has reached a delay (time period) node, the flow will add the time on from when it is reactivated (for example, if a flow is paused with an experience at the start of an 8 hour time delay node, the flow will wait 8 hours once it has been reactivated before progressing to the next node)

• If a flow is paused past the date and time set in a delay (exact day & time) node, it will trigger on reactivation and continue to the next node

How to terminate an active flow

If you need to permanently deactivate an active flow, you can do so by terminating it.

This means that:

• Any active experiences within the flow will be stopped (they will not progress to the next node or action within the flow) and the experience status updated to Terminated

• Any expected responses will no longer match to inbound SMS nodes within this flow.

• The flow will not trigger based on any subsequent API callout, event or scheduled trigger conditions

Most importantly, once terminated a flow will not be able to be reactivated.

You can however use a terminated flow as template for a new flow, by copying it! See How to copy a flow for more information.

Terminating is useful when a flow has been superseded by another flow, you want to activate a flow with the same expected responses as an existing flow, or you simply no longer require it to continue to trigger and send.

Steps

1. Navigate to the Flows tab and click on the flow number of the active flow you intend to terminate

2. Click on the Terminate flow button, followed by Terminate when prompted

3. The flow preview screen will load as confirmation your flow has now been terminated

How to copy a flow

A flow can be copied at any time, regardless of whether it is an a Draft, Active or Terminated state.

Copying a flow is useful when you would like to use an existing flow as a template for a similar flow, replicate a flow without any previous performance data or if you would like to restart a flow without any active experiences.

Once you have finished testing a flow, you might like to copy it, remove any criteria relevant to your test records and then activate the new version (while terminating your test flow). This way, your live flow won't have any of your testing reflected within the performance data.

Steps

1. Navigate to the Flows tab and click on the flow number of the active flow you intend to copy

2. Click on the Copy flow button

3. Pendula will clone all existing flow setup and flow builder configuration to a new flow with (copy) added to the end of the flow name

4. You can continue to edit the copied flow if required before saving