1. Overview
  2. Geta Features
  3. Automation Journey
  4. Configure Actions in an Existing Automation Journey

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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