Review System Automations
Updated 2 weeks ago
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. Use the Auto Email and Auto Sms tabs to manage those templates. If your account also shows System Automations inside Journeys, that optional view provides read-only cards 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 Auto SMS 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 Auto SMS is not enabled for your account.
Ask an organization admin to review your permission set and confirm that the relevant features are enabled. Journeys has separate access requirements. Your administrator can help you get the access needed for the automation you want to manage.
Review existing automations
To review automation cards before building a richer relationship journey, open Journeys and choose its System Automations tab, if available. The card details and filters below refer to this optional view.
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
The main System Automations page is the primary editor. The optional Automations > Journeys > System Automations view shows read-only cards and Convert to Journey; 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
In the optional Journeys > System Automations view, use Convert to Journey when an eligible 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.
Converted drafts can stay locked from activation until the legacy trigger is ready for Journeys. Review the activation checklist in the journey builder before deciding when the new journey should replace the original automation.
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.