Automations Associated with Email Templates in Email Library

1. Feature Overview

Email templates created via the Email Library can be used in Automations. In certain cases, you will be making minor edits to these email templates. These minor changes could be the date of a webinar, names of speakers, etc. In such situations, updates made to an email template do not automatically synchronize with the associated automations. To address this issue, the Manage Associated Automations feature allows users to easily locate the specific automation and email card linked to a particular template. Users are then directed to access the automation to manually make required edits to the template.

2. Prerequisites

• You must be the Admin or a marketing user to get access to the Manage Associated Automations popup. Sales users may or may not have access to edit automations depending on the access for group-level automation.
• This feature isn’t available by default. To enable it, contact support@leadsquared.com.

3. How it Works

Once this feature is enabled,

1. For new automations, email templates used in the Send Email card will be linked and available to view in the Manage Associated Automations popup.
2. For existing automations, users must perform a one-time reselection activity by editing the email card in the automation, selecting the relevant email template from the list, and saving it. The automation will now be linked and visible under the Manage Associated Automations popup.

3. View Associated Automations

All the automations associated with an email template are displayed in a popup box. To view them –

1. Navigate to Content>Email Library
2. Click alongside the relevant email template.
3. Click Manage Associated Automation. A popup of the list of automations and email cards in which that email template was used will be displayed.
4. When you click on the relevant Automation Name, the automation will open in a separate tab. When you click on the relevant Email Card Name, the Email card will be highlighted.

4. Edit Email Template

You can make changes to an email template that is associated with an automation. To edit and save an email template –

1. Navigate to Manage Associate Automation popup and click on the relevant Email Card Name.
2. On the Email card, click to make the required changes in the email template.
3. Click Done to save and sync the edited email template with the associated automation.

5. Edit Automation From Email Template Editors

An informational banner will be accessible in all Email Template editors, containing a link to view associated automations. Click the link to open a popup box displaying a list of automations associated with that specific template.

6. Unpublished Automations

Under Unpublish Automation, if you select Completely stop automation for all leads within the workflow, the link between the automation and the email template breaks. The Manage Associated Automations popup of that email template will not display the automation. However, if you select Stop new leads from entering the automation, it remains visible as linked to the email template.

7. Troubleshooting

Error: “You don’t have sufficient permissions to access Automations. Please contact Administrator.”

If you encounter this error message, it means you need to contact your LeadSquared administrator for assistance in obtaining the necessary access rights. Admins and marketing users can view linked automations in the Manage Associated Automations popup. Sales users may or may not have access to edit automations depending on the access for group-level automation.

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.