There is currently no option to set an automation live to an existing list with previously existing contacts. The work around for this would be to create a new empty list within your account, set the automation to live and with the criteria to send the mail the first time a contact is added to a list.
Once this is set to live, export a CSV of the existing target audience and re-upload them into this newly created, empty list. This will prompt the automation to send to these contacts and work around that limited ability of the automation
Editing an Automation
About editing an automation, you can edit certain aspects of an already live automation, such as the subject lines, email content, and sender identity.
You are also able to make changes to your in-progress automations, but it is important to keep in mind that there are some things that you cannot edit while an automation is live. Below is a list of what you can and cannot edit while an automation is live:
Once an Automation is set live, you CANNOT edit:
- Entry Criteria
- Exit Criteria
- List/Segment associated to the automation
- Intervals between emails
- Cannot modify the order of the emails
- Cannot add emails to the series
- Cannot delete emails from the series
In order to make changes to any of the items listed in the section above, you will first have to disable the automation. Within your live automation, navigate to the automation options dropdown and select disable automation. This step will not delete all the work you spent creating your automation, but will allow you to make necessary edits and changes to your automation.
While the automation is disabled, you are able to make edits to the entry/exit criteria, the list associated with the automation, the order of the mails, and anything else you could otherwise not edit while the automation is live.
It is important to note that any changes made to an automation will only take effect to newly added contacts in the series. If you have made changes to an email within your automation series that a contact has not received yet, they will receive the updated versions.
Other Aspects - Duplicate a Campaign
If you need to edit unsubscribe lists, categories, number of emails in a series, trigger events, or other aspects of the Automation, you can “duplicate” a campaign, and make changes from there. Note that this will be a new Automation and existing contacts in the previous automation might not carry over.