Edit the Automation Settings

Edit the Automation Settings

In this video, you'll learn how to go through each step of the recipe/automation and make sure it's filled in correctly so that your lead magnet delivers automatically.

How to Edit the Automation Settings: A Step-by-Step Guide

Why Use Defaults?

• Saves time by avoiding repetitive entries for each email in the automation.

• Ensures consistent sender information across all emails in your automation.

Steps:

1. Open the Automation Builder: Navigate to your automation and access the builder view.

2. Go to Settings: Look for a "Settings" section within the builder interface.

3. Enter Your Information: In the settings, locate fields for "From Name" and "From Email." Enter your desired name and email address for these fields.

4. Save Time and Consistency: Using the default settings saves you from entering this information for every individual email within the automation.

Additional Notes:

• Account Time Zone is automatically selected and typically doesn't require adjustment.

• This step becomes more valuable when managing automations with multiple emails.