Work with automations
Learn where to find the automation ID, how to merge, duplicate, delete, or add notes to automation steps, and how to share them to another Moosend account.
Moosend lets you easily edit or share the workflow of your automations. This topic describes where to find your automation ID, how to merge, duplicate, delete, and add notes to your automation steps, as well as how to share your automation to another Moosend account.
Find the automation ID
The automation ID is a unique identifier for your automation. You can use it in API calls related to automations or when reporting issues.
To find the automation ID:
On the menu bar, click Automation.
Click the name of the automation you want to view.
In the left pane, below the automation's name and description, you can find the automation ID.
Merge steps in your automation
You can merge two steps in your automation to connect one step to another step's workflow. You can only merge steps that are split using filters such as If / Else conditions.
To merge steps in your automation:
On the menu bar, click Automation.
Click the name of the automation you want to edit.
Find the automation step that you want to connect to another step in the workflow.
Click Return to past step
while you drag and drop it to the other step you want to merge.A new action labeled as Then go to another step is created to connect the two steps in your automation.
Note
You can click the new action to highlight the connection between the two steps.
Duplicate steps in your automation
Duplicating a step in an automation can be useful when you need to repeat a similar process with slight variations. It saves time and effort compared to creating a new step from scratch each time.
To duplicate a step in your automation:
On the menu bar, click Automation.
Click the name of the automation you want to edit.
Find the automation step that you want to duplicate.
Click
and click Duplicate.A pop-up message appears on the page informing you that the step was successfully duplicated. The duplicated step appears below the original step.
Delete steps in your automation
You can delete any step in an automation if it is no longer necessary or relevant to your workflow.
To delete a step in your automation:
On the menu bar, click Automation.
Click the name of the automation you want to edit.
Find the automation step that you want to delete.
Click
and click Remove. The step is permanently deleted from your workflow.
Add notes to your automation steps
You can add useful information about your automation steps by adding your own notes to it. You can add notes, for example, to explain the purpose of the step, or to communicate internally with other users working on the same automation.
To add notes to your automation steps:
On the menu bar, click Automation.
Click the name of the automation you want to add notes to.
Go to the automation step where you want to add a note.
Click Notes
and enter your note.Note
You can add more notes to the same step by clicking Notes
again.Click Save.
Optionally, to delete any notes you have added to a step, click Notes
. Find the relevant note and click 
right next to the note.
Share your automation to another account
If you want another user to reuse a commonly used automation, you can share an automation you have created to another Moosend account.
To share your automation to another account:
On the menu bar, click Automation.
Click the name of the automation you want to share.
In the left pane, click Transfer.
In the Transfer Automation to another account dialog, in the Account Email field, enter the email address of the Moosend account you want to share the automation with.
Click Copy.
A pop-up message appears on the page confirming that the automation has been transferred to the selected account.
Important
Copying and transferring an automation to another Moosend account does not affect the original automation.