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Can I update or change an email in an active Automation?

Automation Pro General questions Updated on September 18, 2018

Yes, you can update or change the email in any of your active automations. Whether you forgot to add a link or added something you shouldn’t have, you’ll be able to update the email or simply create a new one.

Follow these steps, to update or change your email.

  1. Go the Automation where the email is located.
  2. Then select the email node you wish to edit.
  3. Now click the “+ New Email” button. You can select to create a New Email or create a new version by selecting Reuse for previous emails.
  4. Reuse – will allow you to copy the existing email and edit the content rather than creating a new one.
  5. New Email – You will have to redesign and add new content such as text, images or links.
  6. When done, click Save and Next.
  7. To activate your email click Activate Draft.

 

How to edit an active email

By activating the draft, you are confirming the email to be active in your automation and will archive your previous email in your Email Report.

Note: This action cannot be reversed.

Reports:

Email Reports reflect all emails that have been activated using the Send Email node. You can select to view previous emails from the Versions dropdown. Reporting is kept separate for each email.

If your workflow contains a condition that targets contacts that have opened or not opened a specific email, your condition will automatically be updated to the newest activated email.

If your workflow contains a condition that targets a specific link in an email, and you decide to create a new email, the automation workflow will still continue to work. The new email must have the same email link.

If you have any other questions, please feel free to contact our support team via Email, LiveChat or by Phone.

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