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 by clicking Use the new editor [Beta].
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 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.
View the current status of your automation and change it if needed:
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Active / Activate automation
New contacts who match at least one of the triggers will enter your automation. -
Paused / Pause automation
New contacts won't enter the automation, but active contacts will continue going through the steps. -
Inactive / Deactivate automation
New contacts won't enter the automation, and active contacts will be removed.
Exit the automation editor. The last version of your automation will be automatically saved before you leave the page.
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. |
Audience
The Audience section allows you fine-tune the audience 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 .
Statistics
| The Statistics 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. |
The canvas of the editor is the zone where you can drop the steps of your automation.
Use the options at the bottom-right of your screen to zoom in and out of the canvas. You can also automatically adapt it to the size of your automation by clicking the Fill to view icon.
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, 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. You can also simply click a step to quickly add it to 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 be displayed to remind you of which steps need to be saved. |
⏭️ What's next?
🤔 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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