Review System Automations

For the complete documentation index, see llms.txt. This page is also available as Markdown.

1. CORE FEATURES

2. Automations

Find System Automations

Open System Automations from the sidebar: look under Automations and click System Automations. You can also reach it through Quick Actions, which can jump directly to the page.

The page manages automatic email and SMS templates used by program events. When your account has legacy Auto Email or Auto SMS workflows, they appear here for review and conversion into draft journeys.

The page has two tabs: Auto Email and Auto Sms (marked with a Beta label). Auto Email is visible when you have email management permissions. Auto Sms is visible when you have SMS management permissions, beta access, and the Auto SMS feature flag enabled for your account.

If System Automations is not visible

If neither tab is available, the app redirects to an access-denied page. This happens when your permission set does not include the required email or SMS management permissions, or when the Auto SMS feature flag is not enabled for your account.

Ask an organization admin to review your permission set and confirm that the relevant features are enabled. If System Automations is not available for your account, manage relationship workflows from Journeys and manage existing communication rules from their original Auto Email or Auto SMS screens.

Review existing automations

Use this area to understand which operational automations are already live before deciding whether to build a richer relationship journey. Open System Automations when you want to check an existing operational automation.

Each card can show:

• the automation scope, such as a program automation or client default,

• configuration status,

• delivery health,

• trigger summary,

• audience,

• available channels,

• recent delivery activity,

• impacted programs.

Use the filters to focus by channel, status, or search term.

Edit the original automation

System Automations use bridge mode. That means the card gives you visibility inside Journeys, but the original automation still belongs to its canonical screen.

Use:

• Open in Auto Emails to update email content or settings in Auto Emails.

• Open in Auto SMS to update SMS content or settings in Auto SMS.

Convert an automation to a journey

Use Convert to Journey when an eligible system automation needs a richer path, such as branching, staff tasks, goals, delays, or more detailed journey history.

Conversion creates a draft journey based on the automation. The original automation is not automatically replaced.

When to keep the original automation

Keep the original Auto Email or Auto SMS automation when the workflow is still a simple operational message and does not need branching, tasks, goals, or path history.

Use a journey when the relationship work needs multiple steps, decision points, staff ownership, or a clearer audit trail.