The Automation dashboard is where you design and manage automated workflows. Here you can view a listing of all automations in the account, edit running automations, create new automations, and more. In this article we'll show you the tools available for managing automations in your account.
Click the "Create Automation" button in the top-right of page then work through the build steps: Setup, Design, Test, Schedule/Activate.
Edit existing automation
Hover over an existing automation in the list to access the "Edit" button.
Sort automation listing
Click the column names in the grid to sort automations by Name, Description, Type, Status, etc.
Enter a keyword in the search box to find automations by name. If an automation has been saved in a folder, check the box to "search in subfolders" too.
Filter by status
Use the status filter drop-down to narrow your view to automations in a particular status.
Automations have statuses associated to them depending on where the automation is in the creation phase:
- Draft—A workflow in progress that has never been activated.
- Scheduled—A workflow that is scheduled to begin running.
- Running—A workflow that is actively in use.
- Stopped—A workflow that was previously active but stopped.
Folders are available in the dashboard to help you stay organized. To place an automation in a folder, open the automation and navigate to the Setup step. In the "Select destination folder" section, click on an existing folder to select it or click "New Folder" to create a new one.
Be sure to click "Save and Next" to save the folder update.
Check out these other resources to continue learning.
Create a basic drip campaign
Delivra Air help articles
Delivra Air Operator's Manual (e-learning)