How to edit an automation

Last updated: February 28, 2025

Overview

You can edit any node, setting, or content in your automation any time, but some edits will not be experienced by contacts who have already triggered the automation.

Read on to learn important context about how contacts experience updates made to automations and how to edit an automation.


Edit an automation

Note that edits made to email content or existing audience splits in active automations will be made in real-time and experienced by all contacts.

All other edits to the automation, including any new nodes, will apply only to contacts who start the automation after the edits are made.

To edit an automation node:

  1. Click a node 

  2. Make desired edits

  3. Click Done