To offer you a better experience when building automations, we have launched a new version of the automation editor. We've gathered everything you need to get the hang of this updated editor ⬇️ .
Key functionalities of the new automation editor
Effortlessly organize your automation steps with a user-friendly canvas. Simply drag and drop steps to rearrange them or insert new steps between existing ones.
Enjoy a clear visual representation of your automation process. Understand at a glance when and what your customers will experience, all presented in an easy-to-follow visual format.
Triggers, actions, and rules are thoughtfully organized for easy access. Build your automation with a streamlined process, reducing complexity and enhancing efficiency.
Design your emails seamlessly within the editor itself. No need to switch interfaces when setting up the Send an email step—keep your creative process uninterrupted.
Access the most recent statistics for your automation right from the editor. See who's started, finished, or is currently going through your automation. You can also track who's opened or clicked your emails and more.
Overview of the new automation editor
To access the new automation editor:
- Go to Automations.
- Click Create an automation.
- Select the new automation editor.
The editor will open and display the following interface:
At the top of your screen, you will find the following options:
By default, your automation is named "Automation #X". You can rename it directly by clicking the name.
- Click the Undo icon ↩️ to cancel the last action you did in the editor.
- Click the Redo icon ↪️ to reverse the last undo you did in the editor.
View the last time your automation was auto-saved.
Activate the automation and view the current status of your automation:
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Active
The automation is running. New contacts can enter, and active contacts will progress through the steps. -
Paused
The automation has been paused. New contacts will no longer enter, while active contacts will continue progressing through the steps.
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Inactive
The automation has been stopped. New contacts will no longer enter, and active contacts will be removed.
Test an automation to confirm that emails, SMS, push notifications, and wallet messages are sent and displayed correctly before activation.
➡️ To learn more, check our dedicated article Test messages sent from an automation.
Exit the automation editor. Before you leave the page, the last version of your automation will be automatically saved.
Builder
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The Builder section contains the steps that you can drag and drop onto the canvas of the editor. Each tab lists the triggers, actions, and rules available. You can search for a specific step using the search bar. ➡️ To learn more about which steps are currently available in the new editor, check our dedicated article Available triggers, actions, and rules. |
| When a step is added to the canvas, its settings open in the sidebar. You can then configure the step as you wish. |
Settings
The Settings section allows you fine-tune the entry and exit criteria of your automation and decide if contacts can re-enter the automation after exiting it or determine specific events that cause them to immediately exit or restart the automation.
➡️ To learn more, check our dedicated article Define and manage the audience entry and exit conditions for an automation.
Activity
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The Activity section shows details on contacts who have started and finished your automation, as well as those currently suspended or in progress. It also provides insights into the performance of your automated emails. ➡️ To learn more, check our dedicated article Review the statistics and email report of an automation. |
The canvas of the editor is the zone where you can add or drop the steps of your automation.
Use the options at the bottom right of your screen to zoom in and out of the canvas. By clicking the Fill to view icon, you can also automatically adapt it to the size of your automation.
Add and move the steps in your automation
You can easily add, move, and reorganize the steps in your automation by dragging and dropping them onto the canvas:
To add a step to the automation, you can either:
- Drag and drop it from the Builder section directly onto the canvas. The spots where the steps can go are highlighted by a purple zone.
- Click a step and choose where to add it on the canvas.
Triggers can only be placed in the first row of the automation, and at least one trigger is mandatory to activate the automation.
To move a step, drag it directly from the canvas and drop it to the desired new spot.
Once you have configured the information of a step, you can duplicate it. This is a real time-saver when it comes to building an automation.
To duplicate a step, click the three dots icon at the top-right of the step and select Duplicate.
The new step will keep the same information as the step you duplicated and will be added:
- For triggers: At the right side of the first row.
- For actions or rules: Below the action or rule you duplicated.
To delete a step, click the three dots icon at the top-right of the step and select Delete.
Configure and save the information of a step
After adding a step to your automation, you'll need to configure its settings. Each step has its own settings, such as choosing a list or editing the design of an email. Then, save the step.
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If a step has been updated without being saved, an orange circle will be shown at its top-right. |
| If you leave the editor without saving a step, a message will remind you which steps need to be saved. |
⏭️ What's next?
- Available triggers, actions, and rules
- Define and manage the audience entry and exit conditions for an automation
- Review the statistics and email report of an automation
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
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