Optimizing your automation workflows in LenzVU ensures that your processes remain efficient and aligned with your business needs. This guide will walk you through the steps to edit an existing automation, helping you refine and enhance your automated processes effortlessly.
Step 1: Log into Your LenzVU Dashboard #
Begin by logging into your LenzVU account. Once logged in, navigate to your dashboard to access your automation settings.
Step 2: Navigate to the Automation Tab #
- Locate the Automation tab on the left-hand menu.
- Click on Automations to view your list of existing automation workflows.
Step 3: Select the Automation to Edit #
Browse through the list of available automations and select the one you want to modify. Click on it to open the workflow editor.
Step 4: Deactivate the Automation #
Before making any modifications, deactivate the automation. This prevents disruptions and ensures that changes are applied smoothly.
Step 5: Make the Necessary Edits #
- Editing Actions – Double-click on existing actions to modify them as needed.
- Updating Entrance and Exit Criteria – Adjust the entry conditions and exit strategies to refine how clients move through the automation.
- Adding or Removing Actions – Insert new actions, such as emails or SMS messages, or remove outdated steps.
Step 6: Save and Reactivate #
Once you’ve made your changes:
- Click Save to apply the updates.
- Reactivate the automation to put it back to work.
Conclusion #
Congratulations! You have successfully edited an existing automation in LenzVU. Regularly reviewing and updating your automations ensures that they remain effective and aligned with your evolving business needs.
For additional support, feel free to reach out to our customer service team. Happy automating!
