Working With Automation Series: Viewing Automation Series

Last Updated: Mar 08 2017 01:59 pm UTC

Automation series are automated emails that are sent based on a specific trigger that you can set.

To view the current automation series,

  • Click on the My Automation series from the Automation Menu. This will open the Automation series Window.


The Automation series Window is divided into 6 columns:

  • Title—the name of the automation series. 
  • Delivery details—a summary of when the automation series will be sent
  • Lists/Segments—the list or segments to whom the automation will be sent
  • Messages—the number of emails sent
  • Opened—the average number of times the automation series has been opened
  • Clicked—the average number of clicks on links in the automation series

There are a number of things that you can do for each automation series listed:

  • Sort—you can sort the list by the name of the automation. To sort, click on the drop-down on the right.
  • Preview—roll your mouse over the preview picture you wish to preview and click the Preview Icon.
  • Copy—create an identical copy of the automation series. To create a copy, roll over the three dots on the right and click the Copy Icon.
  • Edit—roll your mouse over the three dots and click the Edit Icon.
  • Delete—check the box on the left and select the Delete Option above.

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