Manage Automations

From the Automations list (Marketing > Automations), you can manage and update your automations, depending on your permissions.

mceclip0_-_2020-12-03T113423.038.png

  1. Select the check box next to one or more automations.
  2. Hover the Actions button.
  3. Click one of these actions: Add, Stop, Start, Delete, or Copy.

Deactivate an Automation

  1. Select the check box next to one or more automations.
  2. Hover the Actions button and click Stop.
  3. On the confirmation message, click OK to confirm your choice.

Once you’ve stopped an automation, it moves to the “Stopped” tab and displays as Inactive. Any instances of this automation in progress will stop immediately and clients will be removed from it.


Reactivate an Automation

  1. Select the check box next to one or more automations.
  2. Hover the Actions button and click Start.
  3. This moves any stopped automations back to the “Running” tab.

Note: When re-starting an automation, the automation needs to be opened for the sequences/events to be switched back on. Re-starting an automation will not automatically switch on sequences and events if they were switched off.

Delete an Automation

  1. Select the check box next to one or more automations.
  2. Hover over the Actions button and click Delete.
  3. On the confirmation message, click OK to confirm your choice.

    mceclip2_-_2020-12-03T113438.941.png

Note: Stopping an automation only suspends it, while deleting it will remove all the historical data attached to the automation.

Copy an Automation

  1. Select the check box next to one or more automations.
  2. Hover over the Actions button and click Copy. A new, identical version of the automation will be created with the current date in the new version’s name field. mceclip3_-_2020-12-03T113457.072.png
  3. Edit this automation, including the name, as you like.

Check Automations Instances

The # Scheduled column shows how many instances of this automation are running with clients. It may display 0, 3, 300, etc. Click the number to open the Automation Sequence Pipeline overlay, which displays details of the automation. 

mceclip1_-_2020-12-03T113512.214.png

 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?