Edit an Automation
To Edit an automation
Locate relevant automation via the automation list or using the search feature
Click the Edit button on the right side of the relevant automation
From the Automation Setup screen you’ll be able to click on existing Triggers, Criteria and Actions to update
Additionally you can add more Criteria/Actions by clicking on the Criteria and Actions options in the pane on the right side of your screen
Related Articles
Automation Overview
Utilising automation is a brilliant way to scale your business without investing in additional staff and time consuming strategies. The automation feature allows you to create a series of events which are completely managed by the platform. It is ...Update Automation Status
To change the status of an automated message Locate relevant automation via the automation list or using the search feature Click the dropdown icon on the right side of the relevant automation Select relative status option ConfirmEdit a Form
To edit an existing Form locate the Form you would like to edit via the form list (or utilise the search feature to search for the form) Click the drop down button next to the relevant form Select Edit from the drop down The system will take you to ...Create New Automation
Click the Plus symbol at the top right of your screen Click on Triggers located in the pane on the right side of your screen Select the Trigger that you would like to use for your automation Drag selected Trigger into the Trigger box of the flow ...Edit an Existing Template
Locate the Template you would like to update via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Edit button