Configure Actions in an Existing Automation Journey

Configuring actions in an existing automation journey helps you fine-tune the workflow and adapt to changing needs. Here's how you can do it:

Steps to Configure Actions in an Existing Automation Journey-

  1. Navigate to the Automation Module:

    • Open the Automation Module from the left-side menu.
  2. Select an Existing Automation Journey:

    • Choose the automation journey you want to update from the list.
  3. Locate and Edit Action Nodes:

    • Find the action(s) within the flow that you want to customize, such as sending messages, updating contact, or editing delay.
    • Click on the specific action node to edit its settings.
  4. Configure the Action:

    • For example:
      • If sending a message, you can change the template.
      • Modify conditions for triggering the action.
      • Adjust the delay time between actions.
  5. Connect Actions:
    • Ensure the actions are connected to the appropriate conditions or triggers to complete the flow.
  6. Save and Publish Changes:

    • After making adjustments, click Save to record your changes.
    • To apply the changes, click Publish to activate the updated automation journey.

This will update and connect your automation flow steps, making it operational. 


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