Edit and manage an Automation Path

Make changes to the name or steps in a draft or active path, activate a path, or prevent emails and SMS messages from sending

Business is always changing! Once an automation path is set up and you learn more about your contacts' and customers' habits, making edits and deactivating outdated paths gives you full control over their experience. You can continue to modify these prebuilt templates as many times as needed, and stop them from sending when it's time for a new path.

1. Click Automations or Marketing channels > Automations.
   
    
    
2. To help narrow your search:

• Select a path status from the Status drop-down menu.
• Select an option from the Last modified drop-down menu.
• Select a path based on its template type from the Goal drop-down menu.
  
  
   

3. From the Automations dashboard, you can:

• Edit a draft of an automation path
• Activate a draft of an automation path
• Edit an active automation path
• Rename a draft or active automation path
• Disable the trigger for an active automation path
• End an active automation path
• Delete an automation

Edit a draft of an automation path

Upgrade your plan: The number of steps in your path and timing options depend on the type of plan you have. Upgrading your email plan and adding SMS marketing gives you full access to all the features in an automation path. For more information, please see the Plans and Pricing page in your account.

Before an automation path is activated, you can edit it as often as you need.

1. Next to the path draft you want to change, click Edit.
   
   
    
2. This brings you into the Automation Path Builder so you can continue building out your path and creating email and SMS content:

• Add, edit, or remove email actions
• Add, edit, or remove SMS message actions
• Add, edit, or remove time delay rules
• Add, edit, or remove conditional split rules
  
  
   

Activate a draft of an automation path

Before you activate your path, it's always a good idea to make sure that all of the path Rules have the right settings and that the path Actions have the right content.

1. Next to the path draft you want to activate, click . . . > Activate.
   
   
    
2. Click the Activate button in the upper right-hand corner of the Automation Path Builder.
   
   
    

Edit an active automation path

Upgrade your plan: The number of steps in your path and timing options depend on the type of plan you have. Upgrading your email plan and adding SMS marketing gives you full access to all the features in an automation path. For more information, please see the Plans and Pricing page in your account.

When you edit an active automation path, your contacts continue to move along the path from the point where you begin to edit it. Contacts can also join your path when they trigger it. Once you reactivate your path, your contacts will see the changes going forward, but won't see changes to any steps they've already passed.

1. Next to the active path you want to change, click . . . > Edit.
   
   
    
2. Click Edit Automation Path.
   
   
    
3. This brings you into the Automation Path Builder so you can:

• Add, edit, or remove email actions
• Add, edit, or remove SMS message actions
• Add, edit, or remove time delay rules
• Add, edit, or remove conditional split rules

4. When you're ready, click Activate changes.
   
   
    

Important: Removing steps from a path that was already activated causes some contacts to drop out of the path altogether if they're on the deleted step when you reactivate your path.

Rename a draft or active automation path

An active or draft automation path can be renamed at any time. The path name is internal, so your contacts will never see it. Each path name must be unique and can be up to 80 characters long.

1. Next to the draft or active path draft you want to rename, click . . . > Rename.
   
   
    
2. Enter the new name for your path into the Campaign name field.
3. Click Save.
   
   
    

Disable the trigger for an active automation path

Disabling the trigger for your path lets the contacts who are already on the path finish it, but it prevents new contacts from joining the path.

1. Next to the active path you want to review, click . . . > Disable trigger.
   
   
    
2. Click Disable the trigger to confirm the action.
   
   
    

End an active automation path

Ending a path prevents new contacts from joining the path and stops sending email and SMS communications to contacts already following your path.

1. Next to the active path you want to review, click . . . > End.
   
   
    
2. Click End Automation Path to confirm the action. This can't be undone.
   
   
    

Delete an automation

Automation paths in Draft status or that have ended can be deleted. 

1. Next to the active path you want to delete, click . . . > Delete.
   
   

Questions?