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How do I make changes to an assigned Automation?

Lauren avatar
Written by Lauren
Updated over a week ago

When you make changes to an Automation that is already assigned to a gallery, you must first unassign the old version of the Automation from the gallery, then reassign the updated version for the changes to take effect.

Updating an Assigned Automation

1. From your Main Dashboard, go to Sales & Automation.

2. Select the Automation you want to edit. In this example, we are selecting the Abandoned Cart Automation.

3. If you’ve already sent emails (e.g., the Announcement email) or want to preserve the original version, click the three dots on the Automation and select Duplicate.

You can then edit and assign the duplicate instead. This allows you to remove any previously sent emails, preventing them from being sent again when you reassign the Automation to your gallery.

Please Note: For Automations with a pre-set email schedule, any emails with past dates are automatically removed and will not be sent.

4. Click Edit App and update the settings as needed.

5. Click Done Editing to save your modifications.

Reassigning the Automation

6. Go to the specific gallery, open the Automations & Discounts tab, and toggle off the old version of the Automation to unassign it.

7. Then click + More Automations and select your edited Automation to assign it to the gallery.

Once the Automation is reassigned to the gallery, your new settings will be reflected!

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