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

Automation Pro Updated on February 12, 2020

Yes, you can update emails in active automations! If you need to go back and change an image or update a link, you can do it without having to deactivate your automation or creating a new email.

To learn how to update an email in active automations see, instructions below.

1. Go the Automation you wish to edit.
2. Then select the email action.
3. Click on the option you want to edit.
   1. Email Details
   2. Email Design
4. For Email Details Click Save when done and for Email Design Click Save & Next.

Your changes will be updated, and you will be taken back to the Canvas. Click the back arrow on the top left to exit the canvas.

Adding a New Email

You can also create a new email and replace the current one if needed. Here is how.

1. Go the Automation you wish to edit.
2. Then select the email action.
3. Select New Email.
4. Now select either to duplicate a previous email or create a new one from scratch.
   • Duplicate & Edit  All details and email content will be copied over from the previous campaign. If you choose this option you will be taken back to the Send Email node, then select the options you need to edit. Do not click on Activate Draft until you have made your changes.
   • New Email Add new details and create the new email content.
5. When done click Save & Next. You’ll then be taken back to the canvas, and your changes will be applied.

Important

• When adding or changing nodes in an automation, please make sure you click on the SAVE option when done.
• This action cannot be reversed. 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.
• 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.
• Only emails created in Automation pro will appear in the Email Selection screen. However, if you would like to use an email created outside of Automation Pro, you can do so by going to Past Emails. Click here to learn more about this option.
• If you are using the Jump To node to resend an email, please note that an email can only be sent to a contact 3 times in a day, and 9 times in the lifetime of the journey.

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

Did this answer your questions?