Edit and activate an already active automation

You can easily edit an active automation by clicking on the edit button in the top right corner. When it's time to save your new changes, you can choose to do it in three different ways.

Overwrite the current automation

When you overwrite the current automation, collected statistics and history may be affected. Depending on your changes, delays and statistics for activities like emails and SMS may be affected.

Create a new version

A new version of your automation is created. Your changes are saved as a new draft and won't affect the current automation. Trigger and entry criteria are shared.

Create a copy

A copy will be created and saved as a new automation in Drafts. Read more about how to copy an automation here.

Activate a draft when an active version already exists

An automation can consist of one or several versions but you can only have one active version of your automation. In practice, this means that when editing an active automation, you can create a new version and save it as a draft. When you have decided to activate your draft, you need to decide what to do with the pre-existing active automation:

Finish the active automation
Contacts within your active automation will be allowed to complete the automation.
Archive active automation
Contacts within your active automation will be stopped where they are in the automation and will not be allowed to finish.

Voyado Engage

Edit and activate an already active automation

Overwrite the current automation

Create a new version

Create a copy

Activate a draft when an active version already exists

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Edit and activate an already active automation

Overwrite the current automation

Create a new version

Create a copy

Activate a draft when an active version already exists

Was this article helpful?

<%= previousTitle %>

<%= nextTitle %>