Editing an Automation

On the Automation homepage you will see a listing of all the automations that you have created. On each row of the display is an actions cog that allows you to:

  • View/Edit the steps in the automation
  • Edit the automation properties (its name, documentation and repeat status)
  • Delete the automation

View/Edit Automation

Taking View/Edit will allow you to see the number of contacts who have started the automation and the number of have completed all steps.

You will also see a listing of all the existing steps. For each step you have an Actions Cog. The options on the Action Cog depend on the type of step.

Delay Step Actions

The available actions are:

  • Change the delay
  • Add Step Before
  • Add Step After
  • Delete the Step