Rename an email

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How do I rename an email in an automation?

Renaming emails within ActiveCampaign automations is a straightforward yet powerful feature that helps keep your marketing communications organized and easily manageable. This capability matters particularly when you use the same email multiple times in various parts of an automation. By giving each email a unique and descriptive name, you improve your ability to track performance through reporting and to maintain clear automation logic. This article guides you through the process of renaming an email in your automation, ensuring that you can easily identify and manage your emails.

How to access this feature

To access the email renaming feature within your ActiveCampaign account, follow these steps:

1. Navigate to the Automations overview page from the main dashboard. 2. Locate the automation that contains the email you wish to rename. 3. Click the Edit button next to the automation title, or click directly on the name of the automation to open it.

Step-by-step instructions

Renaming an email in your automation involves several straightforward steps:

1. **Edit Automation**:

  - From the Automations overview page, click Edit for the automation containing the email you wish to rename. Alternatively, click the automation name to open it directly.

2. **Select the Email**:

  - Within the opened automation, click on the email that you want to rename. This will open the email editing interface.

3. **Open the Email Modal**:

  - Upon clicking the email, you will be taken to the Send an email modal. In this interface, locate the Email name field at the top of the modal.

4. **Rename the Email**:

  - Click on the Email name field and enter the new name for your email. Make sure to choose a descriptive name relevant to the email's content or purpose.

5. **Save Changes**:

  - After entering the new name, click the Save button to apply the changes. 

You will now see the new name of your email reflected both in the automation and in the associated automation report.

Configuration options and settings

Within the process of renaming an email, the following configuration option is relevant:

- Email name: This is the field where you enter the new name for your email. It is important to create a name that is descriptive and helps in identifying the purpose of the email within your automation.

Best practices and tips

- **Use Descriptive Names**: When renaming emails, opt for names that clearly describe the email’s intent or target audience. This improves both organization and reporting clarity.

- **Consistency**: If you frequently use similar emails, establish a naming convention to maintain consistency across your automations. This makes managing automations easier as your contact base grows.

- **Review Automation Reports**: Regularly check your automation performance reports to ensure that the renaming strategies you implemented are beneficial for tracking and analytics.

Common use cases with examples

1. **Multiple Touchpoints**: If you send a follow-up email to contacts after a campaign launch, rename the email to something like "Follow-Up Campaign Launch" to easily identify its purpose.

2. **Split Testing**: In a scenario where you are testing different subject lines or content for the same marketing message, use specific names such as "Email A - Test Subject" and "Email B - Test Subject" to clearly differentiate each version.

Troubleshooting section

- **Email Does Not Update**: If the new email name does not appear after saving, ensure that you have clicked the Save button. If the issue persists, consider refreshing your browser or logging out and logging back into your account.

- **Naming Conflicts or Errors**: If you experience issues with the names being too similar, go back and ensure that each email has a unique identifier. This helps to prevent confusion when managing multiple emails.

Related features

For further enhancement of your marketing automation, you may want to explore related features such as: - Automations - Email Campaigns

FAQ

Q1: Do I need to pause my automation to rename an email? A1: No, you can rename an email in your automation without pausing it. The changes will take effect immediately.

Q2: Will renaming an email affect its performance or reporting? A2: Renaming an email does not impact its performance or reporting; it solely changes how the email is identified in your account.

Q3: Can I rename emails for automations that are currently inactive? A3: Yes, you can rename emails in any automation, regardless of whether it is currently active or inactive.

Q4: Is there a character limit for the email name? A4: There is no specified character limit, but it is advisable to keep email names concise for clarity.

Q5: Can I cancel an email renaming action? A5: If you haven’t clicked the Save button after entering the new name, you can simply navigate away or close the modal without saving.

Q6: Will the changes reflect in previous sends? A6: Yes, the new name will reflect in the automation report for all previously sent emails.

Q7: Can I rename an email that is part of a triggered automation? A7: Yes, emails within triggered automations can also be renamed at any time, regardless of their status.

By following the steps and best practices outlined in this article, you can effectively manage your email names within automations in ActiveCampaign, contributing to more organized and efficient email marketing campaigns. ```