Admin Automation FAQs
FAQs about the Automation feature that have come in from Company and Brand Admins.
Written By Danny Schaffer
Q: If I change the template for an automation event, will that change affect everyone?
Yes. There can only be one template set for an automation event at any given time. Replacing it will affect future triggered automation events.
If the automation event has already triggered, changes to the template will not be reflected in the created pieces in agent accounts. If, for example, an agent’s Open House data triggered an automation, the piece was created in their account at that time. Changes to the template will not affect that piece, but will affect any that haven’t yet triggered.
Q: Can an agent select a different template for an automation event?
No. The automation events can only have a single set template to them; however, agents can make changes to content before a send if their settings and the template allow. If the agent sets the Automation Event to "Email: Approval Required," the piece will automatically be created, but the agent will have the chance to edit the email before sending.