Adomation Workflows

Easily Design and Automate Marketing Workflows

How to edit process steps

You can add, edit or delete steps into the tree, as well as reorder steps by dragging them with the mouse or a touchscreen.
Click on any step in the tree of steps - you will see its details in the right panel of the designer:
Here you can rename it by typing a new name into the Name field, then clicking Rename button:
You can also change step type which defines how it looks and what it does:
If you need to delete the step, you can click the “trash can” button at the bottom:
Hint: you can open a step in a new tab of your browser, which will make it easier to manage its child steps. You can also delete a step by pressing Delete or rename it by Space or F2.