Automation owners, co-owners and those with the edit all automations permissions can manage an automation. If you need management access to an automation, ask an owner to add you via Manage owners, or contact someone with the Edit All Automations permission. Find out more ➡️ here.
This article will cover:
Find custom automations under the manage icon in the main navigation menu (next to your profile picture or initials).
Updating the automation name
Select edit automation name, found under the settings icon to the right of the automation you'd like to rename.
Rename your automation.
Save the automation with the new name.
Making changes to the automation stage(s) or trigger
Navigate to the automation you'd like to make changes to by selecting the automation name, or selecting the arrow on the far right, to open it.
Select the edit icon next to the stage or the trigger to make changes.
If you want to select a different stage action (e.g., Send a report, instead of Fire a TV Flash), select the delete icon next to the stage you'd like to delete, and then use the + icon to add a different stage.
❗ Changing the trigger event
You are not able to delete the trigger type within an existing automation. Disable or delete the automation and create a new automation to select a different trigger event.
💡 Follow the steps in our Create Automation article for help on configuring different automation stages.
You can select the + icon to add more automation stages. These will occur in the order they area added.
Enabling/Disabling an automation
Simply enable or disable the automation by selecting or deselecting the toggle next to the automation itself.
Deleting an automation
Locate the automation that you would like to delete.
Select the edit settings icon on the right and then delete automation.
Confirm the deletion.
❗This action cannot be undone. Disable the automation instead, if you'd like to keep it, but in an inactive state.
Copying an automation
For a quicker way to create a new automation that a similar to an existing one, simply copy the automation!
Find the duplicate automation option under the edit settings icon, next to the automation itself:
Organizing automations into folders
Organizing automations into folders is especially useful if you have many set up, or if you manage automations across different offices or regions.
On the automation page, create a new folder using the new folder button, next to +Create automation, on the right of the page. You can skip this step altogether, and create folders on the fly in the next step.
Select the settings icon next to the specific automation, and then, move to folder.
Choose an existing folder you have created (in step 1), or create a new folder for the automation to be organized in.
