All your automations are listed in MailerPress > Automations > All automations. From there, you can rename, duplicate, export, import and delete them, or change the status of several at once. Each action is in the actions menu of the automation’s row.
Duplicating and importing an automation require MailerPress Pro, like creating one from scratch. Renaming, exporting, deleting and changing the status work without MailerPress Pro.
Find an automation
Use the All, Draft and Enabled tabs to filter the list by status. You can sort it by name, ID, creation date or update date. Once an automation has run, its row shows the total, completed and failed jobs (a job is one contact going through the automation) and the number of contacts. Click View logs to see its history.
Rename an automation
- Open the actions menu of the automation and click Rename.
- In the Rename workflow window, enter a new Automation name.
- Click Save.
Duplicate an automation
- Open the actions menu of the automation and click Duplicate.
- In the Duplicate workflow window, keep or change the proposed name (the original name followed by “(Copy)”).
- Click Duplicate. The copy is created as a draft, with the same steps and settings.
- Review the copy and activate it when it is ready.
Export an automation
Open the actions menu of the automation and click Export as JSON. Your browser downloads a JSON file (a small text file you can import on another site) named after the automation.
The file contains the automation name, the Run once per subscriber setting, the steps, their settings and their position on the canvas. It does not contain the content of your emails.
Import an automation
- In All automations, click New automation and choose Import from JSON.
- Select a JSON file exported from MailerPress.
- In the Import workflow window, check the Workflow name and the number of steps, and read any warning.
- Click Import workflow. The automation is imported as a draft.
- Open each Send Email step and create its email again. Email content is not part of the export, so these steps arrive without an email.
- Activate the automation.
A file that wasn’t exported from MailerPress, or that contains no steps, is rejected.
Change the status of several automations
- Select the automations with their checkboxes.
- Use the Change status bulk action and choose Set as Draft or Set as Enabled.
A draft automation no longer reacts to its trigger (the event that starts it).
Delete an automation
- Open the actions menu of the automation and click Delete.
- Confirm with Delete workflow.
To delete several automations, select them and use the Delete bulk action. Deletion can’t be undone: export an automation first if you may need it again.
To build automations, see Create Automated Email Workflows with MailerPress Pro and the automation reference.