Edit an automation
Make changes to your automations as your business evolves.
Note: Editing whether a "Then" occurs immediately or after a delay requires an automation to be deactivated, which will remove all contacts from the automation.
Select your automation
Click the "When" or "Then" card
Click the item to expand it
Each item will include an edit button to reconfigure it
A trash bin button to delete it, an option to go to the chosen page or settings (in this example, Manage tags)
"Done" button to collapse the card
"Then" items will include options to have the event occur immediately or to delay them
Click "Preview" once you've made all the desired edits
Click "Publish edits"
Rename an automation
Click the menu button next to your automation
Update the automation's name and click "Update"
Deactivate an automation
Deactivating an automation will stop it from adding new contacts to the automation and will stop events from being triggered for any contacts who previously satisfied your "when" condition. All contacts will be removed from the automation when it is deactivated. You can reactivate an automation by editing and publishing it.
Delete an automation
Deleting an automation will remove it from your app and stop events from being triggered for any contacts who previously satisfied your "when" condition. All contacts will be removed from the automation when it is deleted.