How to Edit an Automation Template

Automation Templates are the potential outcomes that are triggered when an automation has processed. Editing these templates will change the message content that is sent out to your customers.

 

How to Edit an Automation Template

1. Navigate to the Automations tab in the top navbar.

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2. Next Click "Manage".

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3. From there select the automation you would like to edit, click the 3 dots, and “Edit”.

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4. Scroll down and click “Edit” under the template section.

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5. Edit your template.

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6. Click "Update".

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7. Click “Next” and accept Podium’s Terms + Conditions and “Update” to save your Automation.

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