Change automation name and description

Step by step

1. 1

   Open Automations and click an existing automation’s name.

2. 2

   Change Automation name and optional Description.

3. 3

   Click Save and check the response.

4. 4

   To return to the list, use the arrow on the left of the header; it opens /email/automations. Save any changes you want to keep first.

What you need to know

• Save makes two calls: details/trigger and steps. If an error occurs, one part may have been saved; reopen to check.
• Do not restructure a flow with ongoing enrollments without assessing impact: the engine uses current step positions.