Safely Editing an Existing Workflow
Update an email template or change a delay in a workflow without disrupting contacts currently in the sequence.
For: Administrators
Time: 5 minutes
Before You Begin
- •Check if there are contacts currently active inside the workflow.
Instructions
1
Open the Workflow
Go to Automations > Workflows and click on the workflow you want to edit.
2
Edit the Action
Click directly on the action box you want to change (e.g., an Email step). A panel will open on the right. Make your changes and click "Save Action".
[SCREENSHOT NEEDED: Editing an action panel]
3
Save the Workflow
Click the blue "Save" button at the top right of the screen. If you do not click this, your changes will be lost when you leave the page.
[SCREENSHOT NEEDED: Top right Save button]
What Success Looks Like
- The changes are saved and active.
Common Mistakes
- × Deleting a "Wait" step while contacts are currently waiting there (they will instantly skip to the next step).
Last updated: 10/1/2026