How to Trigger an Automation After Edits are Made
Overview
When you edit the flow of an active Automation, only edits to existing email content will be received by contacts in real-time. Any other edits will not be seen by Contacts who are already moving through the flow.
To manually re-trigger an Automation, you will create a segment of existing Contacts, send those Contacts a campaign, and add an Email campaign Opened trigger to your existing Automation.
🚦 Before Getting Started
Deactivate the Automation you'll be manually triggering
- 1
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This segment will be used to send a campaign to existing contacts.
Create a segment by clicking on the Audience icon > segments > +segment > Enter a name > Confirm
Use theSubscription date
operator set tois before
the date your Automation was edited
Create a segment
- 2
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Create a campaign by clicking the campaign icon > New Email campaign > Enter a name > Select the segment created in the previous step as the Audience
Design the email with information your Contacts are particularly likely to open, then Schedule your campaign for the closest available time.
Create and send a campaign
- 3
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- Open the edited automation you made edits to
- Click Add Trigger
- Click Email campaign Opened
- Select the campaign you just sent
- Click Done
- Click Active to reactivate your automation!
Add a trigger to edited automation
Troubleshooting
My campaign isn't showing up in the Email campaign Opened trigger options!
Check that your campaign has been scheduled. If your campaign has been saved as a draft, it will not appear in the trigger options.