# Workflow Automation & Drip Campaigns > **Source**: [SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A) > >

Build drip campaigns, set up auto-trigger sequences, create workflows with goals and tracking, and use bulk actions to automate repetitive contact management tasks in SendX.

## Browse Collection 1. [Creating Automated Email Marketing Workflows for Subscriber Conversion Using SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/HHlxWpw5w7cWKEHzHwPyLA.md) (Video) 2. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 3. [Creating Personalized Email Workflows Using Custom Event Data](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA.md) (Video) 4. [Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg.md) (Video) 5. [Creating and Managing Auto Trigger Campaigns on SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg.md) (Video) 6. [Executing Bulk Actions and Managing Contacts in Automation Tool.](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ.md) (Video) 7. [How to setup a new workflow?](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) 8. [Analyzing Workflow Reports and Stats](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/q9Wek6C8vWk8WUjlaBt83Q.md) (Video) 9. [Editing and maintaining History of a Workflow](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg.md) (Video) 10. [Setting Goals and Activating a Workflow for Tracking Contact Progress](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g.md) (Video) 11. [Setting Up Triggers for Drip Campaign Subscriptions: Direct, Indirect, and Workflow Methods](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/elySUUmmVvBrRC8ubwhQCg.md) (Video) 12. [Analyzing and Reporting on Drip Campaign Performance](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ.md) (Video) 13. [How to Automatically Stop a Drip Campaign When a Subscriber Replies](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/5171syt9lCSEsqVfBRCbqQ.md) (Video) --- # VIDEO: Editing and maintaining History of a Workflow ## METADATA - id: NqvvcsnfNvlO0JH8BKKKrg - type: video - source: SendX - content_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg - collection_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=0 text: In this video, let's see how to edit an active workflow and manage existing contacts. - time: 00:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=5 text: So I have this activated workflow to retarget my inactive users, and some contacts have enrolled in it, and some have completed, - time: 00:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=11 text: and some have exited. - time: 00:13 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=13 text: So to edit this workflow, click on "Edit". - time: 00:16 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=16 text: Now, let's add a delay step before sending the first email out. - time: 00:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=22 text: Let's say I want to add a delay of one day. - time: 00:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=25 text: Well, now I want to publish this, but some contacts are already in my workflow. - time: 00:30 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=30 text: So when you try to publish this edited workflow, you have two options to choose from, Let the contacts complete the workflow - time: 00:36 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=36 text: or exit them from the workflow. - time: 00:38 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=38 text: Here, you have to choose what should happen with them. - time: 00:41 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=41 text: So for this, I'll choose to let them complete the workflow. - time: 00:45 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=45 text: Then click publish to publish your edited workflow. Okay. So now I have this workflow. - time: 00:50 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=50 text: If I go to view report section, this is my new workflow with a one days delay and nothing have entered in this workflow - time: 00:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=56 text: right now, and I have a history enabled now. - time: 00:59 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=59 text: I have this history because some contacts are following the old workflow that was in play didn't have a delay in between and the - time: 01:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=65 text: contacts are still in process. - time: 01:07 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=67 text: So whenever you are editing the workflow, you are updating history of the workflow for you to keep track of it. - time: 01:13 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=73 text: So if a contact gets added to this workflow, it will follow the new workflow instead of the older version. - time: 01:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=82 text: Let's try this out. - time: 01:24 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=84 text: Let me add a contact to inactive users list. - time: 01:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=88 text: Now I have created a contact. So - time: 01:31 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=91 text: As this contact have entered the workflow, you can see now enrolled plus one, and, this contact has entered my new version of the - time: 01:37 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=97 text: workflow, and you can see enrolled one and active one. - time: 01:41 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=101 text: Now it will follow the new version and old version still has those 400 enrolled contacts which I showed earlier. - time: 01:47 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=107 text: And if you update this workflow, it will edit this version of workflow and then contact will enter the latest version - time: 01:53 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=113 text: only. - time: 01:54 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=114 text: So that's it for this video. - time: 01:57 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg?start_time=117 text: Thank you for watching. ## SUMMARY # How to Edit an Active Workflow and Manage Existing Contacts In this video, we will learn how to edit an active workflow and manage existing contacts effectively. This guide will walk you through the steps of modifying a workflow and handling contacts that are already enrolled in it. ## Step-by-Step Guide 1. **Edit the Workflow:** - Locate the activated workflow you wish to edit. In this case, it's a workflow designed to retarget inactive users. - Click on the **Edit** button to begin making changes. 2. **Add a Delay Step:** - Before sending out the first email, add a delay step. For example, set a delay of one day. 3. **Publish the Edited Workflow:** - When publishing the edited workflow, you will have two options for contacts already in the workflow: - Let the contacts complete the existing workflow. - Exit them from the workflow. - In this scenario, choose to let them complete the workflow. - Click **Publish** to apply your changes. 4. **View Reports:** - Navigate to the **View Reports** section to see the updated workflow with the one-day delay. - Note that no new contacts have entered this workflow yet, but a history is enabled for tracking purposes. 5. **Manage Workflow History:** - The history feature allows you to track changes, as some contacts may still be following the old workflow version without the delay. - New contacts added to the workflow will follow the updated version. 6. **Add a Contact to the Workflow:** - Create a new contact and add it to the active users list. - Observe that the new contact is enrolled in the updated workflow version, indicated by an increase in the enrolled count. 7. **Update Workflow:** - Any further updates to the workflow will apply to the latest version, ensuring new contacts follow the most recent changes. That's it for this video. Thank you for watching!