How do I edit the name of an Automation?

Via recommends determining a consistent naming convention to help keep automations organized as you add automations to your account. To edit the name of an automation, follow the simple instructions below.

For more information on how to create new automations, click here.

For a glossary of automation definitions, click here.

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To edit the name of an automation...

  1. Click Builder in the main navigation menu and click Automation
  2. Click the name of the automation you want to edit
  3. Edit the name of the automation
  4. Click the checkmark below the automation name
  5. Click Save