A task represents a set of triggers and filters used to run one or more action groups. SharpSpring enables you to modify existing Automation tasks.
The following User Roles have access to modify an automation task:
- Marketing Manager
Follow these steps to modify an existing automation trigger
Step One: On the toolbar, hover over Automation, then in the drop-down, click Tasks.
Step Two: Find the task that you want to modify and to the right of the title, click Options, then on the drop-down, select Edit Task.
Step Three: You can add, change, or delete any existing triggers and filters, as well as action groups. Once you complete the changes, on the bottom right, click Save Changes.