Only automation owners can manage an automation.
If you're not an automation owner but need management access, or are an owner who wants to transfer ownership to someone else, visit our Permissions article and follow the simple steps there.
This article will cover:
Find custom automations under manage in the main navigation menu.
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:
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.