Editing an Automation

From time to time you may want to update an automation. Maybe you want to add a step, remove a step, make a change to an email that is being sent or rearrange the steps of your automation. This is not a problem, follow the steps below to edit the automation. But please NOTE...when you edit an automation the change will only affect the people who have not yet reached the step where the change is made. 

What does this mean?

• If you are editing a wait step - People currently in that wait step will be affected. They receive the new wait rule. 

• If you are adding a step - Only people who are in the steps prior to it will receive the additional step.

• If you add a step to the end of the broadcast - People who have finished the automation will not be affected.

• If you make a change to the broadcast - Only people who have not yet received the broadcast will see the new version.

1. Select Automation from your Simplero Dashboard

2. In the Automations tab, locate and select your automation

3. Locate and select the step you want to edit and hover over it to see hidden options

4. Select the Pencil icon on the far right side within the step box and make the edits
   
   
   

Note: If you make changes on the fly to an automation that's already running, note that the change will only affect the people who have not yet reached the step where you made the change. Changing an automation wait step affects those already waiting in that step. 

For example, John enters the wait step 7: wait 1 day. If you change step 7 to wait 1 week, John would now wait 1 week in that step, not 1 day. We do not recommend making changes to steps where there are currently active contacts.

Rearranging Steps of an Automation

1. Select Automation from your Simplero Dashboard

2. In the Automations tab, locate and select your automation

3. Hover and hold the Double dotted lines to the left of the automation step and drag it to the desired location within the automation
   
   

We don't recommend rearranging steps where there are currently active contacts.

Removing a Step in an Automation

1. Select Automation from your Simplero Dashboard

2. In the Automations tab, locate and select your automation

3. Locate and select the step you want to remove and hover over to show hidden options

4. Select the Trashcan icon in the far right side within the step box
   
   
   

5. Click OK to confirm your removal of the step
   
   

We don't recommend deleting steps where there are currently active contacts on.

Adding a Step in an Automation

1. Select Automation from your Simplero Dashboard

2. In the Automations tab, locate and select your automation

3. Select the + Add a step button above or below your current steps
   
   
   

4. Complete all appropriate fields and click the Save changes button
   

Duplicating a Step in an Automation

1. Select Automation from your Simplero Dashboard

2. In the Automations tab, locate and select your automation

3. Locate and select the step you want to duplicate and hover over it to show hidden options

4. Select the Paper icon in the far right side within the step box
   
   
   

5. You will now see a duplicate step within your automation

6. Select the Pencil icon in the far right to update the name of your automation 

7. Click the Save changes button
   

Duplicate ‘Send email’ steps

When the Send email action is sending an email saved in the library, then there will be 2 duplicate options:

1. Duplicate (reuse email): Any changes made on the email will apply to both steps since it’s the same email linked to each of them.

2. Duplicate (duplicate email): Simplero will create a new copy of the email and link it to the duplicated step. Any changes made on this new copy will only apply to the new step.

Editing an email that is part of an automation

On the automation Steps tab, locate the step with the email you’d like to edit, then click on the edit icon at the far right:

• If the email is unique to that step, you will be able to edit the subject and email body on that same screen.

And Save the changes.

Disable steps

You can turn off an automation step, for example, if you don’t need it to run temporarily.

Hover over the step, then turn off the ‘Live’ toggle.

Disable the Automation

You can disable the automation by turning off the live toggle in the top right corner. This will stop new flows but will not pause flows that area already in the automation.