How To Rename Workflows Mailerlite

How To Articles

After using MailerLite for an extended period of time, I have discovered its effectiveness as a tool for managing my email campaigns and automations. Among its features, I value the ability to rename workflows as it helps me stay organized and quickly understand the purpose of each workflow. This article will guide you through the steps of renaming workflows in MailerLite, including my personal tips and insights.

Step 1: Accessing the Workflows Section

To begin, you’ll need to log in to your MailerLite account and navigate to the Workflows section. This can be done by clicking on the “Automation” tab in the top menu, and then selecting “Workflows” from the dropdown menu. Once you are in the Workflows section, you will see a list of your existing workflows.

Step 2: Selecting the Workflow to Rename

Next, locate the workflow that you would like to rename. In my experience, it’s helpful to choose a descriptive name that reflects the purpose or outcome of the workflow. For example, if the workflow is designed to send a welcome email series to new subscribers, you could name it “Welcome Email Series”.

Step 3: Renaming the Workflow

To rename the workflow, simply hover over the current name of the workflow and click on the pencil icon that appears. This will open a text field where you can enter the new name for the workflow. Take a moment to think about the most appropriate name for your workflow, and then type it in.

It’s worth mentioning that MailerLite also allows you to add a description to each workflow. This can be useful for providing additional context or instructions for team members who may be collaborating on the same workflows. In the description field, you can include any relevant details that will help you and your team members understand the purpose and flow of the workflow.

Step 4: Saving and Applying the Changes

After you have entered the new name and, if desired, a description for the workflow, click on the “Save” button to apply the changes. MailerLite will automatically update the name of the workflow in the Workflows section, as well as any references to that workflow in your other automations or campaigns.

Conclusion

Renaming workflows in MailerLite is a simple yet powerful way to stay organized and keep track of the purpose of each workflow. By choosing descriptive and meaningful names, you can easily identify and manage your workflows with ease. Remember to save the changes after renaming the workflow to ensure that the new name is applied throughout your account. With this feature, MailerLite continues to provide a user-friendly experience that empowers users to streamline their email marketing efforts.