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Managing Your Automations List

The Automations List is your central dashboard for managing all your workflows in Sendigram EMS. From here, you can view, edit, duplicate, pause, or delete automations, as well as check their current status and creation details.

Accessing Your Automations List

To open the Automations list:

  1. Go to the Automations section from the main menu.
  2. Select My Automations.

You'll see a table displaying all your saved automation workflows, along with their names, statuses, tags, and edit information.

Understanding the Automations List Layout

Each row in the Automations List represents a single automation. The table includes the following columns:

  • Name – The title of your automation. You can click it to open the automation in the Builder.
  • Status – Shows the current state of the automation (see below).
  • Tags – Labels you've added to help organize automations by theme, goal, or campaign type.
  • Creation Date – When the automation was first created.
  • Last Edit Date – When it was last modified.

Automation Statuses

Each automation can be in one of the following statuses:

  • Drafted – Created but not yet launched.
  • Scheduled – Ready to start at a specific date or time.
  • Active – Currently running and sending messages.
  • Paused – Temporarily stopped by the user.
  • Stopped – Automatically stopped because the email balance ran out or the subscription expired.

Quick Actions

Each automation has an Actions menu (three-dot icon) where you can manage it directly from the list.

Available options:

  • Continue / Pause – Resume or temporarily stop the automation.
  • Edit – Open the workflow in the Automation Builder.
  • Duplicate – Create a copy of the automation with a new name and tags.
  • Delete – Permanently remove the automation (confirmation required).

Searching and Filtering

If you have many automations, you can easily find the right one using search and filters:

  • Search by Name – Type any part of the automation's name; matches appear instantly.
  • Filter by Status – Use the status dropdown to show only automations in a specific state (Active, Paused, etc.).
  • Filter by Tags – Click the funnel icon to open the tag filter.

Select one or more tags using checkboxes.

The list shows each tag's name and the number of automations associated with it.

If there are no tags, the "Select All" option is disabled.

You can also clear filters anytime to return to the full list.

Sorting and Prioritization

Automations are automatically sorted by creation date, with the most recently created appearing at the top.

You can also sort columns manually (e.g., by name or status) if your interface supports it.

Note: Newly created automations always appear first in the list for easy access.

Handling Stopped or Inactive Automations

If one or more automations stop due to balance issues or expired IP/domain settings:

  • They will appear with the Stopped status.
  • A notification banner will appear at the top of the list explaining the reason.
  • Use the provided link to restore functionality (e.g., top up email balance, renew IP, or verify domain).

Editing Names and Tags

You can rename or retag automations directly from the list:

  • Click the automation's name to edit it (max 200 characters).
  • Click the X next to a tag to remove it.
  • Click + Add new tag to create or assign an existing tag.

Tags help you categorize automations by campaign type, objective, or audience.

Deleting Automations

To delete an automation:

  1. Click the Actions (⋯) menu.
  2. Choose Delete.
  3. Confirm your decision in the dialog box.
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