Editing Automation template

This feature helps in making changes to the automation template. The changes required can be due to multiple reasons like:

• Changes in field mapping

• Changes can be required to fix issues, to obtain optimal results

Before you start

• You should have a partner account

• You should have an automation template to be edited

How it works

1. Log in to your Partner Dashboard.

2. Click on Automation Templates. All your created automation templates will be visible on this page.

3. Click on the Settings button against the automation template you want to edit.

4. Make the changes in the forms as per requirement

5. Click on Save.