The FluentCRM Manage Automation options are for various tasks and processes in the Automation system. With this feature, you can streamline your workflow.
This documentation will provide a detailed guide on Mange Automation options.
Bulk Actions #
Bulk action is an action that can be applied to multiple items at once, rather than one at a time. You can select multiple automation here and there are two actions for the automation funnels.
- Change funnel Status
- Delete Funnels
![crm automation manage bulk select](https://fluentcrm.com/wp-content/uploads/2022/08/crm_automation_manage_bulk_select.png)
Change Funnel Status #
Change Funnel Status: With the Change Funnel Status action, you can change the automation funnels status to Publish or Draft.
![fluentcrm manage option bulk action change funnel status](https://fluentcrm.com/wp-content/uploads/2022/08/FluentCRM-Manage-Option-Bulk-Action-Change-Funnel-Status.png)
Delete Funnels #
Delete funnels: You can delete the automation funnels with the Delete action.
![fluentcrm manage option bulk action delete](https://fluentcrm.com/wp-content/uploads/2022/08/FluentCRM-Manage-Option-Bulk-Action-Delete.png)
Individual Actions #
For an Individual action of the automation funnel, you will get an automation funnel status, a report button, and a vertical ellipsis for some actions.
Status: You can change the automation funnel Status directly with one click from here.
![fluentcrm manage option status](https://fluentcrm.com/wp-content/uploads/2022/08/FluentCRM-Manage-Option-Status.gif)
Report #
The Report option will show you the Automation report against the Automation funnel.
![fluentcrm manage option report](https://fluentcrm.com/wp-content/uploads/2022/08/FluentCRM-Manage-Option-Report.png)
The Reports page will then redirect you, where you will find three report sections against your automation funnel
- Chart report
- Step report
- Email analytics
![fluentcrm manage option chart report](https://fluentcrm.com/wp-content/uploads/2022/08/FluentCRM-Manage-Option-Chart-Report.png)
Vertical Ellipsis: Vertical Ellipsis will give you three options for your automation.
![fluentcrm manage option vertical ellipsis](https://fluentcrm.com/wp-content/uploads/2022/08/FluentCRM-Manage-Option-Vertical-Ellipsis.png)
- Duplicate: With this Duplicate option, you can make another same funnel with a click.
- Export: With Export, you can export your automation funnel.
- Delete: Delete will remove your selected automation funnel.
After an automation funnel has begun and the emails have been scheduled for contacts, is there a way to bulk delete the scheduled emails that have not been sent? I “think” that I’ll have to delete them individually from over 200 contacts because details have changed and I need to update the email. I’ve found that updating the email inside the automation only changes it for NEW contacts, not for those already in the automation.