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How to edit and customize an automation in Seguno Email Marketing

Learn how to edit emails, delays, and trigger settings in a Seguno: Email Marketing automation.

Updated over a month ago

Seguno: Email Marketing allows merchants to send automated email sequences triggered by subscriber activity or events. Automations run automatically when a defined trigger occurs, such as a signup, purchase, or scheduled date. This guide explains how to edit and customize an automation, including emails, timing, and trigger criteria.


Add an email to an automation

Adding additional emails allows you to extend an automation workflow with follow-up messages.

Steps

  1. Open Seguno: Email Marketing in your Shopify admin.

  2. Navigate to the Automations section.

  3. Open the automation you want to edit.

  4. Click Add email in the automation editor.

A new email is added to the automation flow. The new email duplicates the last email in the series, so you can start editing from an existing design.


Edit an email in an automation

You can customize the content, layout, and settings of any email within an automation.

Steps

  1. Open the automation in Seguno: Email Marketing.

  2. Locate the email in the automation flow.

  3. Click the email preview.

  4. Click Customize.

Alternative method

  1. Open the Actions dropdown on the email card.

  2. Select Customize.

The email editor opens so you can modify content, blocks, and layout.


Edit email timing

Each email in an automation is sent after a delay based on the completion of the previous step.

Steps

  1. Open the automation editor.

  2. Locate the delay indicator between emails.

  3. Click the delay link.

  4. Enter the desired delay time.

  5. Click Save.

Example

  • A merchant may set the first email to send immediately after signup and the second email to send two days later.


Edit automation start and end criteria

Automations use start and end criteria to determine when subscribers enter or exit the automation.

Steps

  1. Open the automation editor.

  2. Locate the Start or End card.

  3. Click Edit.

  4. Select the desired trigger or condition.

  5. Click Save.

Note:

Some automations include additional trigger options depending on the type of automation.


Activate or pause an automation

Activating an automation allows new qualifying subscriber events to trigger the email series.

Steps to activate an automation

  1. Open the automation in Seguno: Email Marketing.

  2. Locate the Automation card.

  3. Toggle the switch ON.

Steps to pause an automation

  1. Locate the Automation card.

  2. Toggle the switch OFF.

Note:
While an automation is paused, you can edit the Start card to continue the automation for subscribers already in the sequence.

Tip:
To edit a specific email without stopping the entire automation, toggle the switch OFF for that individual email in the email list.


FAQs

What triggers an automation in Seguno: Email Marketing?

  • An automation is triggered when a defined event occurs, such as a subscriber signup, order placement, or date-based condition.

Can I edit an automation while it is active?

  • Yes. Individual emails in the automation can be toggled off for editing while the automation remains active.

Will existing subscribers restart the automation if I edit it?

  • No. Edits only apply to future automation triggers unless the start criteria is changed.

Can I change the delay between automation emails?

  • Yes. Click the delay link between emails and update the delay time.

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