Once you've built and published your automations, the real work begins: monitoring performance, making improvements, and ensuring your sequences continue to deliver results.
ℹ️ INFO: This article will guide you through managing existing automations, interpreting analytics, optimizing for better engagement, and troubleshooting common issues.
Editing Published Automations
You can edit published automations at any time without disrupting members already enrolled in the sequence.
How This Works
When you edit a published automation, your changes are saved automatically, but won't affect the live automation until you explicitly publish them.
The automation continues running with the last published version while you make edits
Members currently in the automation continue through the original published version
New members entering the automation will still use the original version until you publish your changes
Two buttons appear while editing:
Discard Changes
and Publish Changes
You can discard your changes at any time to revert to the last published version
ℹ️ INFO: This system allows you to safely edit automations without worrying about disrupting the member experience or sending incomplete content.
To Edit an Automation:
Navigate to Marketing > Automations
Click on the automation you want to edit
Make your changes to triggers, filters, actions, or emails
Review your changes carefully
Click Publish Changes
when readyConfirm publication
📝 NOTE: Changes only affect new members entering the automation after you publish. Members already enrolled will continue through the original sequence.
Pausing Automations
If you need to temporarily stop an automation without deleting it, you can unpublish it to set it back to Draft status.
To Pause an Automation:
Navigate to Marketing > Automations
Find the automation you want to pause
Click the ellipsis (...)
Select Set to Draft
How This Works
New members stop entering the automation immediately
Members already enrolled continue through the sequence as scheduled
The automation remains saved and can be republished at any time
💡 TIP: Pausing is useful when you need to make significant changes, test new messaging, or temporarily halt a seasonal campaign.
Deleting Automations
If you no longer need an automation, you can delete it permanently.
To Delete an Automation:
Navigate to Marketing > Automations
Find the automation you want to delete
Click the ellipsis (...)
Select Delete
Confirm deletion
How This Works
The automation is permanently removed from your account
Members currently enrolled will stop receiving emails from that automation
Historical data and analytics for that automation may no longer be accessible
⚠️ WARNING: Deletion is permanent and cannot be undone. If you think you might need the automation again, consider pausing it instead or duplicating it as a backup before deleting.
Analytics & Performance Tracking
Understanding how your automations perform is essential for optimization and growth. With automation analytics, you can instantly see how your email sequences are performing.
Insights like open rates, clicks, and unsubscribes help you understand your audience's behavior and optimize your automations for stronger engagement and better conversions.
Uscreen provides detailed analytics to help you track engagement metrics, including open rates, click rates, unsubscribe rates, bounce rates, and enrollment data.
You can monitor how many members have entered each automation, how many are currently active, and how many have completed or exited via goals.
🔗 Learn more about Automations Analytics
Best Practices for Optimization
Test and Refine Your Subject Lines
Subject lines are the first thing members see and have the biggest impact on open rates.
Best Practices:
Keep subject lines under 50 characters
Use personalization (member name, subscription type)
Create urgency or curiosity without being clickbait
Avoid spam trigger words (FREE, ACT NOW, LIMITED TIME)
Test different approaches and track which performs best
Optimize Email Timing and Frequency
The timing and spacing of your emails can significantly impact engagement.
Best Practices:
Space emails at least 2-3 days apart to avoid overwhelming members
Consider your audience's time zone and typical engagement patterns
Avoid sending too many emails in a short period
Use "Wait" actions strategically to create natural pacing
💡 TIP: If you notice high unsubscribe rates after a particular email, consider increasing the wait time before the next message.
Personalize Your Content
Personalized emails perform significantly better than generic messages.
Best Practices:
Use personalization tokens (member name, subscription plan, etc.)
Segment automations by subscription type, bundle access, or specific tags
Reference specific actions members have taken
Tailor recommendations based on member interests
Include Clear Calls-to-Action
Every email should have a clear purpose and next step.
Best Practices:
Include one primary call-to-action per email
Use action-oriented button text ("Watch Now," "Get Started," "Claim Your Bonus")
Make buttons visually prominent
Explain the benefit of taking action
Monitor and Iterate Regularly
Optimization is an ongoing process, not a one-time task.
Best Practices:
Review automation analytics monthly
Identify underperforming emails and test improvements
Duplicate successful automations and adapt them for other use cases
Keep email copy fresh and relevant to current offerings
💡 TIP: Create a monthly review process where you check automation performance, make one improvement to your lowest-performing sequence, and test new ideas.
Avoid Automation Overlap
The system checks for overlaps with system emails, but not with other automations, so customers should be careful not to create conflicting workflows.
Best Practices:
Use tags to track which automations members have entered
Add filters to exclude members already in similar sequences
Review all active automations to ensure they don't conflict
Document your automation strategy to avoid duplication
Troubleshooting Common Issues
Low Open Rates
Possible Causes:
Weak or generic subject lines
Poor sender reputation or deliverability issues
Emails landing in spam folders
Sending at suboptimal times
How to Fix:
Review and improve subject lines using the best practices above
Use a custom email domain
Ask members to whitelist your email address
Test different send times
Ensure your "From" name is recognizable and trustworthy
🔗 Learn more about Custom Email Domain
High Unsubscribe Rates
Possible Causes:
Sending too many emails too quickly
Content not relevant to the target recipients
Misleading expectations set during signup
Poor email quality or value
How to Fix:
Increase wait times between emails
Review filters to ensure better targeting
Improve email content to provide more value
Set clear expectations about email frequency during signup
Members Not Entering Automation
Possible Causes:
Automation is in Draft status, not Published
Filters are too restrictive
Trigger event isn't occurring
Members already entered a similar automation
How to Fix:
Verify automation status is Published
Review and adjust filters to be less restrictive
Test the trigger event yourself to confirm it works
Check if members have tags that exclude them
Review automation enrollment numbers in analytics
Emails Not Sending
Possible Causes:
Email content contains spam triggers
Member email address is invalid or bounced previously
How to Fix:
Review email content for spam trigger words
Check member email opt-in status in the People page
Automation Analytics Not Showing Data
Possible Causes:
Automation was recently published (data updates daily)
No members have entered the automation yet
Browser cache needs clearing
How to Fix:
Wait 24-48 hours after publishing for the data to populate
Verify members are entering the automation
Clear the browser cache and reload
Check that the automation has sent at least one email
💡 TIP: If you're experiencing persistent issues that aren't covered here, reach out to Uscreen Support with specific details about your automation setup and the problem you're encountering.
Limitations & Cautions
Current Limitations
Automations is still being actively developed with new capabilities planned. Current limitations include:
Limited to available triggers: Currently supports lead created, trial started, subscription purchased, subscription assigned, subscription canceled, and bundle assigned
No retroactive targeting: Automations only work for new trigger events, not existing members
Limited analytics: Basic performance metrics available; more advanced analytics coming soon
No A/B testing: Cannot test different versions of the same automation simultaneously
No import/export: Automations cannot currently be exported or imported between stores
Important Cautions
Once published, members who meet the criteria will automatically enter the automation. Make sure all emails are finalized before publishing.
Changes to published automations only affect new members entering the sequence, not those already enrolled.
Deleting an automation is permanent and cannot be undone. Members currently enrolled will stop receiving emails immediately.
The system checks for overlaps with system emails, but not with other automations. Be careful not to create conflicting workflows that send duplicate or contradictory messages.
Automations are processed asynchronously, so there may be a slight delay between the trigger event and the first action.
FAQs
How often does automation analytics data update?
How often does automation analytics data update?
Analytics data updates daily and shows information for the previous completed day. It is not real-time.
What happens if I edit an email that's already been sent to some members?
What happens if I edit an email that's already been sent to some members?
Members who already received the email will not receive the updated version. Only new members entering the automation after you publish changes will receive the updated email.
Can I manually add or remove members from an automation?
Can I manually add or remove members from an automation?
Currently, members enter automations automatically based on triggers and filters. Manual enrollment and removal features are planned for future releases.
How do I prevent members from entering multiple similar automations?
How do I prevent members from entering multiple similar automations?
Use tags to track which automations members have entered, then add tag-based filters to exclude them from similar sequences.
Can I duplicate an automation to create a variation?
Can I duplicate an automation to create a variation?
Yes! You can duplicate any automation from the Automations dashboard to create variations for different segments or test different messaging approaches.
What's the maximum number of automations I can create?
What's the maximum number of automations I can create?
There is currently no limit on the number of automations you can create. However, be mindful of creating too many overlapping sequences that could overwhelm your members.
Can I schedule an automation to start and stop on specific dates?
Can I schedule an automation to start and stop on specific dates?
Not currently. Automations run continuously once published until you manually unpublish them. Scheduled start/stop dates are planned for future releases.
💬 We’re actively improving Automations based on feedback. We'd love to hear from you, so here's how you can submit feedback.