You have already created and enabled your automation, but now you want to edit it? In this guide, you’ll learn how to edit an active automation without disabling the flow.
How to Edit an Enabled Automation?
To access the editor, you should proceed to the Automations tab → choose to Edit the Flow.
In the automation, you can apply your planned edits, either adding a new channel message to your flow, editing an existing message, adding delays or splits, etc.
We also recommend viewing the workflow stats to see how many of your contacts are in the sequence at the point in time when you choose to apply some changes.
Publishing Changes
After you apply the changes, click on the Publish changes button.
The next step would be deciding how to handle contacts that are currently in the workflow. You may want your customers to complete the current sequence or discontinue it.
If you choose to Complete the sequence, all contacts that have entered the workflow already will complete it according to the old rules.
If you choose to Discontinue the sequence, all contacts that have entered the workflow will exit, regardless of the workflow stage they were at.
In both cases, new contacts will enter the modified sequence.
Contacts who have completed the initial flow will not receive the new content (based on what you added) unless the flow is retriggered by them.
Didn't find the answer to your question? Reach out to our Support Team via in-app chat or at [email protected].