🔍 Locating Your Workflow
Find the specific automation you need to adjust within your dashboard.
Search & Filter
Go to the Automations list. You can use the search bar to find workflows by name, or filter by folder to narrow down your list.
Click on the workflow name (e.g., "Webinar Reminder") to open the builder interface.
🔄 Draft vs. Published Mode
Understand the status of your workflow before making changes.
Check the Toggle
Before making changes, check the toggle at the top right of the builder:
- Published The workflow is live. Any changes you save will apply to contacts entering the workflow immediately.
- Draft The workflow is inactive. Contacts cannot enter, and triggers will not fire.
🔛 Turning a Workflow to Draft or Publish
Follow this interactive guide to learn exactly how to switch your workflow status between Draft and Published modes.
✏️ Modifying Actions
How to safely edit email templates, delays, or other steps in the flow.
Steps to Edit
- Click on the specific Action card in the flow that you want to change.
- A side panel will open on the right side of the screen.
- Make your edits (e.g., change the email subject line, update the SMS body, or adjust the wait time).
- Click Save Action at the bottom of the panel to confirm your changes.
Warning: Deleting a step in the middle of a workflow will disconnect subsequent steps. Ensure you re-connect the path if you remove an action to prevent the workflow from stopping prematurely.
🕒 Version History
Recover previous versions of your automation if mistakes happen.
Reverting Changes
If you make a mistake or break the logic, look for the "History" or "Versions" icon in the top toolbar. This feature allows you to view and revert to a previous save state if the new logic isn't working as expected.
🗑️ Permanently Delete a Workflow
Learn how to remove a workflow entirely from your system.
Step-by-Step Guide
Follow the interactive guide below to delete a workflow.
Note: If you delete a workflow it cannot be brought back it is a permanent removal and will need to be recreated if it is needed again.