Modify an automatic marketing action

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You can edit an automated marketing action, specifically the message, target, and schedule date.
To do this, you must go to "Auto Marketing Actions" then select "Scheduled":

 

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  • Click on the "Cancel" button to stop the action.

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CAUTION: Before clicking on the cross, be sure to retain the usual planning time in order to program the planning after modifications have been made.

 

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As soon as the cancellation for modification is validated, the marketing action will be in "Stopped marketing actions".

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1. Modification of the target:

In order to modify the target of your marketing action, you must add a target or modify it beforehand in the "Campaign" module by selecting "target" (cf: Create a new target).

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2. Modification of the message (in the current template):

Go to "Templates" then click on the button   to edit the message for modification.

You can make any changes you want to the message.

 

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Once the modifications have been made, click on the diskette at the top right of the screen, then on "validate" at the bottom right of the screen.

 

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You can send tests by clicking on the test tube at the top right of the screen (select the people to whom you want to send the tests and validate).

 

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Once you have received your test email and if it suits you, you can then move on to rescheduling your action.

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3. Modification of the planning:

Click on the calendar then select the time to send your marketing action.

 

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Your marketing action will then be sent with the modifications you have just made.

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