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Understanding the Issue

When building a form and associated flow in Marketing Cloud, it is not immediately clear how to set the flow to run as a designated admin, rather than the user who set up the flow. The flow settings do not appear to have the standard “How to Run the Flow” options to allow for this. Additionally, customizing phone inputs to default to a specific country code, such as the US, is not straightforward.

Customizing Phone Inputs

For phone inputs, the issue is that the verification checkbox option requires the user to specify a country code. To remove this requirement, the verification checkbox option can be unchecked, which will allow the user to enter a phone number without specifying a country code. However, this will also remove the verification of the phone number format.

Setting the Flow to Run as a Designated Admin

To set the flow to run as a designated admin, the flow will run as the user who last activated it. This means that if a user with admin rights logs in and activates the flow, the flow will run as that user. This is a workaround, but it does allow for the flow to be run as a designated admin.

The root cause of this issue is that the flow settings do not have the standard “How to Run the Flow” options to allow for setting the flow to run as a designated admin.

Solution

To resolve this issue, the following steps can be taken:

Checklist

• Log in as the designated admin user
• Activate the flow to set it to run as the designated admin
• Uncheck the verification checkbox option for phone inputs to remove the country code requirement
• Test the flow to ensure it is running as the designated admin and that phone inputs are working as expected
• Consider implementing additional validation for phone number format if necessary

Frequently Asked Questions

What if I don’t have admin rights to log in as the designated admin user?

In this case, you will need to work with a user who has admin rights to log in and activate the flow.

Can I still verify the phone number format if I uncheck the verification checkbox option?

No, unchecking the verification checkbox option will remove the verification of the phone number format. You may need to implement additional validation if this is a requirement.

Will this solution work for all types of flows in Marketing Cloud?

This solution should work for most types of flows in Marketing Cloud, but it is always a good idea to test and verify that it works for your specific use case.

Are there any security implications to consider when setting the flow to run as a designated admin?

Yes, you should consider the security implications of setting the flow to run as a designated admin, as this could potentially allow for unauthorized access to sensitive data.