Copying the series but changing lists

SOLVED
Go to solution
MaryW6313
Participant

I created an email series and activated to just a small list of two people - basically to test it out. However, it's my understanding that if I disable or cancel it, I can't reactivate it - period. 

 

If I copy the series, can I then change the list it delivers to? And can I add an email to the copied series? I'm not seeing a way to do this anywhere.

1 ACCEPTED SOLUTION
William_A
Moderator

Hello @MaryW6313 ,

 

Once an automation series is activated, you won't be able to add steps or change its associated lists. When you copy it, you'll be able to add email steps, change its triggers (such as associated lists), and do all the other initial setup stuff that you could with the original before activating.

 

See also:

Sending automations overview

Automation tips


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Did I answer your question? If so, please mark my post as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.

Anyone can be a marketer! Visit our Blog & Resources page to brush up on the latest tips and tricks.

View solution in original post

2 REPLIES 2
William_A
Moderator

Hello @MaryW6313 ,

 

Once an automation series is activated, you won't be able to add steps or change its associated lists. When you copy it, you'll be able to add email steps, change its triggers (such as associated lists), and do all the other initial setup stuff that you could with the original before activating.

 

See also:

Sending automations overview

Automation tips


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Did I answer your question? If so, please mark my post as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.

Anyone can be a marketer! Visit our Blog & Resources page to brush up on the latest tips and tricks.

Thank you!

  • Support Tips

    Reporting Metrics

    "Authenticating your emails is the best way to ensure your emails achieve maximum deliverability. If you have your own domain, setting up self-authentication is especially important! " - Will

    See Article
    Avatar
  • Support Tips

    Call-To-Action Links

    "Target your most engaged contacts by creating a segment. Create a special offer or show your appreciation!" - Caitlin

    See Article
    Avatar
  • Support Tips

    Read Before You Send a Test Email

    "Did you know? You can send unlimited test emails to your verified email address, but only 50 in a 24-hour period to non-verified email addresses." - Nick

    See Article
    Avatar