Purpose: Automations allow you to automate and personalize your customer's journey. Automations can be used to follow up with leads, remind customers of other purchase opportunities, remind team members to contact a lead, and even send a customer a happy birthday message!

Edit an Automation

Automations consist of Triggers, Actions, Conditions, and Delays.

To edit an Automation follow these steps:

1. Navigate to Automations tab from the top menu bar

2. Search for the Automation you would like to edit

3. Click on the Automation Name

4. Make the necessary changes:

    4.1 Follow the steps to edit the existing step

    4.2 Follow the steps to reorder existing steps

    4.3 Follow the steps to delete the existing step

    4.4 Follow the steps to add a new automation step

5. Click Save, once the changes are complete

Hint: Adding a step to an Automation only applies to future contacts on that Automation, except in these scenarios:

 - Contacts currently on a delay step will start the new steps if the new step is placed after the delay
- Contacts currently waiting on a goal step will start new steps if the new step is placed after the goal

Edit an Existing Automation Step

1. Click the "..." icon  next to the step you would like to change

2. Click Edit

3. Make the necessary changes

4. Click Save

Reorder Existing Automation Steps

1. Hover over the left-hand side on the step you would like to move

2. Select the reorder icon

3. Drag and drop the step to the new location in the automation

Delete an Existing Automation Step

1. Click the "..." icon next to the step you would like to edit

2. Click Delete

Add an Automation Step to an Existing Automation

Add an automation step by clicking the + icon or by drag & dropping Actions, Conditions, Delays, and/or Goals

Related Articles:

• Add an Automation
• Pause an Automation
• Cancel an Automation
• Automations Overview