Edit Automation Emails

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

After you start your Automation workflow, you can continue to edit the workflow and the emails it contains. Pause emails in a workflow to edit their triggers, schedules, content, and more.

In this article, you'll learn how to make changes to emails in an Automation workflow.

Before You Start

  • To learn how to add or reorder emails, view Edit an Active Automation Workflow.

  • When you pause a single email in an activity-based workflow, other emails in the workflow continue to send as expected. We'll hold subscribers in the paused email's queue. When you resume the email, those subscribers will continue through the workflow.

  • Date-based workflows allow subscribers to move in and out of queues, depending on their eligibility and your delivery settings. If the workflow or 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.

Pause and Resume

While an email is paused, you can make changes to its template, content, and trigger, as well as its scheduling, post-sending list actions, and segmentation settings.

To pause and resume an email, follow these steps.

  1. Navigate to the Automation page.

  2. Click Edit next to the Automation workflow that includes the email you want to work with.
    click edit

  3. Navigate to the Emails step.

  4. Find the email you want to pause and click Pause & Edit.

You’ll need to resume the email before it will send to queued subscribers again. To resume an email, return to the Emails step of the Automation Builder, and choose Resume from the drop-down menu.

Edit Emails

From the Emails step of the Automation builder, click the provided link to edit each email’s trigger, schedule, segment, actions, and content. You can only edit draft or paused emails.

pause email

Edit Trigger

Each email in a workflow has its own trigger, with a delay time and settings specific to each trigger type. After you choose a workflow type, you can edit each email trigger to create a more precise path for subscribers in your workflow.

To edit an email trigger, follow these steps.

  1. Pause the email you want to work with.

  2. Click Edit trigger.

  3. Click Change trigger.

From the Edit Trigger pop-up modal, you can also adjust Delay and other trigger Settings.

  1. On the Select a new trigger screen, choose from a selection of tabs for Workflow activity, E-commerce, Campaign activity, List management, or Integrations
    trigger menu with cursor on sent campaign option

  2. Choose the trigger you want. Some triggers will only be available with certain add-ons, list settings, or integrations. 

  3. Update the delay and settings for the new trigger.

  4. Click Update Trigger.
    update trigger

  5. Return to the Emails step of the Automation Builder, click the drop-down menu and choose Resume.

Edit Schedule

The schedule setting determines the days an email is delivered, as well as what time delivery occurs on each day.

To edit an email schedule, follow these steps.

  1. Pause the email you want to work with.

  2. Click Edit schedule.
    edit schedule

  3. In the pop-up modal, choose the options you want from each drop-down menu.
    edit schedule

  4. Click Save Schedule.
    save schedule

  5. Return to the Emails step of the Automation builder, click the drop-down menu and choose Resume.

Edit Segment

If you want to further target and filter subscribers in a workflow, you can change the segment for each email.

To edit an email segment, follow these steps.

  1. Pause the email you want to work with.

  2. Click Edit Segment.
    edit segment

  3. In the pop-up modal, check Choose segmentation conditions and change them as needed. Choose from an existing segment, or create a new segment. choose segment

  4. Click Save Segment.
    save segment

  5. Return to the Emails step of the Automation builder, click the drop-down menu and choose Resume.

Edit Actions

You can set a post-sending list action for each subscriber after the workflow email is sent to them, like adding them to a group or static segment.

To edit an email’s post-sending list action, follow these steps.

  1. Pause the email you want to work with.

  2. Click Edit actions.
    edit actions

  3. Check Choose post-sending list action and change the action as needed.

  4. Click Update Action.

  5. Return to the Emails step of the Automation builder, and click the drop-down menu and choose Resume.

Edit Content

To edit an email’s content, pause the email you want to work with and click Edit Email. Navigate through the steps of the Email Designer to make changes, and click Save and Return to Workflow after you're finished.

Delete an Email

You can delete a single draft or paused email from any workflow. When you delete an email, its associated statistics will continue to appear in the workflow report under Deleted Workflow Emails, but the individual email report will be removed from your account. Subsequent emails in a workflow will move up in the timeline.

  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 the drop-down menu next to the email you want to delete and choose Delete email.

  1. In the Are you sure? pop-up modal, type DELETE in all caps, and click Delete.
    type delete

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