Edit an active legacy automated email series

Make changes to step emails within an actively sending legacy automated email series

Note: This article is for our legacy automated email series feature. If you're using our new Automation Path Builder, please reference this article instead.

Already activated your automated email series, but need to make edits to the content of an email? Instead of canceling your series and starting over, you can edit a step email while your series continues to send to queued contacts. Once you save your changes, the updated email overwrites the previous version within the series. You can't add, remove, or re-order the emails within an active series.

To edit an email step:

1. Click Campaigns.
2. (Optional) Use the filters to help narrow your search.
   Note: If your legacy automated series is in the "scheduled" status, it must be unscheduled before you can make the necessary edits.
3. Click Manage next to your Active automated email series.
   
   
   
   
4. For the step email you want to edit, click the three dots and select Edit Email from the drop-down. You can only edit Active step emails, since steps marked as Done don't have any more contacts in the queue to receive it. Not seeing the option to edit? Some emails created with our legacy email editor can't be edited.
   
   
   
   
5. Click Edit Email.
   
   
   
   
6. Make your edits to the email and click Save or Continue when you're finished.
   Note: You don't have the option to preview or send a test version of your edited email.
7. Click Confirm to save your changes and overwrite the existing email. Until you save your changes, the previous version of the email continues to send.
   Important: Once you click Confirm, any changes are made permanent, and you aren't able to revert to the previous email version.
   
   
   
   

Your changes have been saved, and any contacts in the queue receive the updated version of the email going forward. If you share the permanent URL for the email, it reflects the original version of the email prior to the changes made.

Questions?