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.

  1. Select your automation

  2. Click the "When" or "Then" card

  3. Click the item to expand it

  4. Each item will include an edit button to reconfigure it

  5. A trash bin button to delete it, an option to go to the chosen page or settings (in this example, Manage tags)

  6. "Done" button to collapse the card

  7. "Then" items will include options to have the event occur immediately or to delay them

  8. Click "Preview" once you've made all the desired edits

  9. Click "Publish edits"

Rename an automation

  1. Click the menu button next to your automation

  2. Click "Rename"


  3. 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.

  1. Select your automation

  2. Click "Deactivate"

  3. Click "Yes, deactivate"


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.

  1. Click the menu button next to your automation

  2. Click "Delete"

  3. Click "Delete automation"

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