Edit an activated automation in Metorik Engage

Once an automation is activated, you cannot change its audience, message, or settings directly. To make changes, duplicate the automation, edit the copy, and then archive the original.

Duplicate an active automation

1. Go to Tools > Engage > Automations in your Metorik dashboard.

2. Find the automation you want to change.

3. Click the three vertical dots on the right side of the automation row and choose Duplicate.

4. 

   Metorik creates a copy of the automation in a draft state.

Edit and activate the copy

1. Open the duplicated automation.

2. Update the audience, message, or settings as needed.

3. Click Activate to start sending the updated automation.

Archive the original automation

1. Return to the Automations list.

2. Find the original automation.

3. Click the three vertical dots and choose Archive so it stops sending.