Managing your Automations

From the Automations' main page, you have access to the following tools.

• Copy an Automation
• Delete an Automation
• Activate/Deactivate an Automation
• Reporting & Logs

Copy an Automation

To reproduce multiple Automations of the same type without the manual toll of recreating them all from scratch each time, you can base a new Automation of an existing one, copy it and change the Enrollment Settings or Steps from there.

1. Go to the Automations Main Page and click into the Automation you want to copy.
2. Click the More menu (three dots) in the top right corner and select Copy.
   
3. Rename the new Automation.
4. Edit it to suit your needs.

Delete an Automation

If you want to remove one of your Automations follow these steps:

1. Go to the Automations Main Page and click into the Automation you want to delete.
2. Click the More menu (three dots) in the top right corner and select Delete.
   
3. If the Automation is part of a step in any of your Processes, then it cannot be deleted, until it's removed from all Processes where it is used in.
   
   Note: In such case, a list of Processes the Automation is present in will appear when you click the Delete button.

Activate/Deactivate an Automation

You'll find this toggle next to the Enrollment Settings button in the top right corner of each individual automation. 

This toggle will also be available next to each of your automations in the Automations Main Page, where you can filter and group your list by type and status.

Reporting & Logs

In the Automations' Main Page, you can view a list of your Automations by Type and Status.
The green/gray toggle to the right of each automation shows its status, i.e. if it's active or not.

Automation Statistics

At the top of the Automations Page, you will see the daily step usage bar, showing your Membrain account's current usage and the maximum limit according to the Automation Tier you're on (Basic or Plus).

By clicking on the View Automations Statistics button to your right, you can access more detailed information on your daily usage for the last 30 days.

Enrolled in Automations

From the hamburger icon in the top-right corner of the page, you also have access to a list of everything that has been Enrolled in Automations.

In the Enrolled in Automations list view you will see what Automations have been applied, what type of object has been changed (Prospect, Sales Project, Account Growth Project, Ticket, Company or Contact), a summary of the completed Automation Steps for each object and if the Automation is still Active or Completed.