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• Every automation operates within a single project

• This page displays:

  • Project each automation runs in

  • The criteria that triggers this automation

  • A tick to indicate the actions that the automation does

  • Buttons that let you:

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    • Logs: View the Logs - displaying the results from each time the automation has run

    • Edit: Edit the Automation

    • Delete: Delete the automation

    • Deactivate: Deactivate an Automation

    • Save as Template: To save that automation as a template to be used again.

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1. Select My Apps in the top menu

2. Select Automations.

3. You arrive on the Manage Automations page (previously called the Manage Alert Triggers page)

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4. Click Edit to change the settings of an Automation

5. Click Deactivate to stop an Automation from scanning and alerting users of contacts that match its criteria

Related articles

• In-App Alerts

• Create an Automation