Edit an Active Automation Workflow

This feature requires Author user level or higher and is part of paid features.

After you start your Automation workflow, you'll be able to make changes to the workflow and the emails it contains. When editing the overall workflow, you can pause or resume all emails at once, change your workflow settings, reorder the sequence of content, and add new emails.

In this article, you'll learn how to find and edit an active workflow.

Before You Start

  • To learn how to edit triggers, schedules, segments, actions, or content, check out Edit Automation Emails.

  • To learn how to change who receives your workflow, read Manage Subscribers in an Automation Workflow.
  • Date-based workflows allow subscribers to move in and out of queues, depending on their eligibility and your delivery settings. If the overall workflow or an individual email is paused on the date a subscriber is scheduled to receive an email, the subscriber misses that email and moves into the next email queue in the workflow.

Filter Workflow

If you manage a lot of Automations, try the filter tool to find the workflow you need. Use the Filter menu to sort your Automation workflows by list and status.

To filter your workflows, follow these steps.

  1. Navigate to the Automation page.
  2. Click the Filter drop-down menu, and choose to filter by List, Status, or both.
    Grab three dots and drag with hand cursor.
  3. Choose the options you want from each drop-down menu, and click Apply.
    Cursor over Filter button next to Folders button.

To clear the filter, click the X icon in the blue alert box.
Click X on alert.  

Pause and Resume Workflow

After an Automation workflow is active, you can no longer make changes to the workflow type or list. However, you can pause emails in a workflow to make other changes.

To pause all emails in a workflow, follow these steps.

  1. Navigate to the Automation page.

  2. Click the drop-down menu next to the Automation workflow you want to work with, and choose Pause all emails.
    pause all emails

To resume a workflow, click the drop-down menu next to the paused Automation workflow, and choose Unpause, or navigate to the Confirm step and click Resume Workflow.

Edit Workflow Settings

In your workflow settings, you can rename your workflow, change your From name or From email address, choose different tracking options, and more.

To edit your workflow settings, follow these steps.

  1. Navigate to the Automation page.

  2. Click the drop-down menu next to the workflow you want to work with, and choose Pause all emails.
    pause all emails

  3. Click Edit.
    edit workflow

  4. Click Edit Workflow Settings.
    click edit workflow settings

  5. Edit your Workflow name, From name, or  From email address as needed. You can also change the tracking options and other settings. 

  6. Click Update Settings.
    update settings

  7. Navigate to the Confirm step and click Resume Workflow.

Reorder Emails in a Workflow

You can swap the content of any emails in a draft or paused state, which allows you to reorder your workflow. Triggers, scheduling, segmentation settings, queues, and post-send actions will remain the same. 

To reorder emails in a workflow, follow these steps.

  1. Navigate to the Automation page.

  2. Click Edit next to the Automation workflow you want to work with.

  3. Navigate to the Emails step.

  4. Click and drag the three dots icon next to the draft or paused email you want to work with, and drag the content to its new position. It's important to note that the email you want to swap content with must also be in a draft or paused state.
    reorder email

Add an Email

After you start an Automation workflow, you can continue to add new emails. For List Activity workflows, we'll hold subscribers who have already met or exceeded the set delay in a queue and send them the new email when you resume the Automation.

To add an email to an active workflow, follow these steps.

  1. Navigate to the Automation page.

  2. Click Edit next to the Automation workflow you want to work with.

  3. Navigate to the Emails step.

  4. Click Add Email.
    Cursor clicks Add Email button.
  5. Continue through the Email Designer to create your automated email.
  6. When you’re done, return to your workflow timeline and click Start Email.
    Cursor clicks Start Email button.

Repeat this process to include up to 100 emails in your workflow.

 

Delete Workflow

When you delete a workflow, you also delete its report data. Automation reports give insights into how workflows perform, and can help you understand how to improve subscriber engagement. To save this information, export your report before you delete anything from your account.

To delete a workflow, follow these steps.

  1. Navigate to the Automation page.

  2. Click the drop-down menu next to the workflow you want to work with, and choose Pause all emails. Repeat this step for each workflow you want to delete.

  3. Check the box next to each workflow you want to delete.

  4. Click Delete.
  5. In the Are you sure? pop-up modal, type DELETE, and click Delete.
    type delete

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