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Knowledge Base Home aero-right Automation Pro aero-right Can I update or change an email in an active Automation?

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

Automation Pro Updated on May 9, 2019

Yes, you can update an email 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 an active automation 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 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: 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.

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

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