Edit an Automation

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! 

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

Edit an Automation

1. Click Automations 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
   • Follow the steps to edit the existing step
   • Follow the steps to reorder existing steps
   • Follow the steps to delete the existing step
   • 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 ... next to the step you would like to edit
2. Click Edit.

3. Make the necessary changes.
4. Click Save.

Add an Automation Step to an Existing Automation

1. Add an Automation Step by clicking the "+" or clicking and dragging Actions, Conditions, Delays, and/or Goals.

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 ... next to the step you would like to edit
2. Click Delete.