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Rename, Save and Turn On Automation

Step. 4 | The Automation

Rename, Save and Turn On Automation

Learn how to rename, save and then turn on your automation so that it triggers when someone signs up for the lead magnet.

Last updated on 23 Oct, 2025

Rename, Save and Turn On Automation

In this video, you'll learn how to rename, save and then turn on your automation so that it triggers when someone signs up for the lead magnet.

How to Rename Your Lead Magnet Automation: A Step-by-Step Guide

Steps:

  1. Locate the automation: Find the lead magnet automation you created in your chosen platform.

  2. Rename the automation: Look for a "rename" option within the automation settings. You can use a naming convention that clearly identifies it as a lead magnet, for example, "Lead Magnet - Double Your List."

  3. Publish the automation: Once you've entered the new name, publish the automation to make it active.

  4. Exit and Test (Optional): You can now exit the automation settings. Consider testing the entire automation workflow to ensure everything functions as intended.

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