Edit Automation Emails

This feature is only available on paid accounts and requires Author user level or higher.

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

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

Before You Start

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

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

  • Date-based automations allow contacts to move in and out of queues, depending on their eligibility and your delivery settings. If the automation or email is paused on the date a contact is scheduled to receive an email, the contact misses that email and moves into the next email queue in the automation.

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 that includes the email you want to work with.
    click edit

  3. 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, click the dropdown menu and choose Resume.
click resume automation email

 

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

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 an automation, 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 automation 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 automation. When you delete an email, its associated statistics will continue to appear in the automation report under Deleted Workflow Emails, but the individual email report will be removed from your account. Subsequent emails in an automation will move up in the timeline.

  1. Navigate to the Automation page.

  2. Click Edit next to the automation you want to work with.

  3. 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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