Modify an automatic marketing action


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":



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



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.




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


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).


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.




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.




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).



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


3. Modification of the planning:

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




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



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