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Marketing Automation Flow Settings

Updated this week

Flow Settings in Marketing Automation

Flow Settings ensure your automation flows run smoothly, prevent duplicate messaging, and give subscribers clear choices. Review these settings before activating each flow to maintain a clean and effective marketing process.

Before activating a Marketing Automation flow, adjust key settings to control how subscribers interact with the flow and how it is managed. The Flow Settings tab lets you configure responsible users, entry rules, subscription options, and more for streamlined campaign management.

  1. Open the Flow Settings tab.

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  2. Select the responsible user from the dropdown to assign who manages the flow.

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  3. Decide how often a profile or subscriber can enter the flow. Choose Unlimited for multiple entries or pick from the other available limits.

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  4. By enabling the checkbox “Don’t start objects that are active”, you can prevent subscribers from entering this flow. You can stop them from entering if they are already active in the flow or active in any other Marketing Automation flow.

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  5. Set the un-subscribe options that will appear to subscribers. You can allow them to unsubscribe from just this flow, or from all communications done from Apsis. Edit the text for each radio button as needed.

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  6. Click the Save button to apply your settings.

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  7. Once the flow is active, you can use the Copy button to duplicate the flow for quick setup of similar automations.

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  8. After pausing or stopping the flow, you can delete a flow if necessary. Use the event log to review a complete history of actions and changes for this Marketing Automation flow.


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