Edit active automation flow 

  • 28/02/2023
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In this article, you will learn how to edit an active automation flow in NestSend. Let’s get started now!

First off, make sure you’ve logged in NestSend. If you don’t have NestSend account, please create a new one here.

How to edit an active automation flow 

  1. Navigate to Automation Flow > Select the automation flow you want to edit 
  2. Click on Edit Flow button 
Edit an active automation flow
  1. Now you can edit the General information or Workflow of that automation flow 
Edit automation flow

Please note that 

  • If you only change the content of the email, both current contacts and new contacts of the automation flow will receive the message with updated content
  • If you add or change the actions in the workflow (eg: new email, wait time, T/F branch, etc), new contacts will enter the updated workflow. 

For current contacts who joined the flow but have not moved past the newly updated element, you need to select 1 out of 2 sequences

  • In case you choose “Run the updated version for the rest of the flow”, these contacts will enter the updated workflow
  • In case you choose “Keep running the old version of the flow”, these contacts will complete the workflow according to the old rules.
Automation flow condition
  1. Click on Confirm button in the pop-up

Then there’ll be a notification informing you that the automation flow has been updated successfully.

Need more help? Feel free to contact us via live chat or email at [email protected]. Our support is happy to assist you!

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