Once a Series is launched, you manage it from the Launched Series view on the Series page. A Series that sends only emails or only texts is still managed here, not from the Scheduled Emails or Scheduled Texts pages.
How to Find Scheduled and In Progress Series
Click Automation in the left sidebar.
Click Series.
Select Launched Series in the upper left of the Series page.
Choose an option from the filter dropdown to narrow the list.
All Series - every launched Series.
Scheduled Series - Series that have not sent their first step yet.
In Progress Series - Series that have sent one or more steps and still have steps scheduled.
Completed Series - Series that have finished every step.
Deleted or Canceled Series - Series that were stopped.
Active Series - scheduled and in progress Series together. This is often the best starting point to see everything currently live.
You can also reach the Series page from the Communication tab.
How to View, Edit, or Cancel a Launched Series
On the Launched Series view, hover over the Series row.
Click View Steps, or click the row.
Review the completed and upcoming steps, including the date and time of the next step.
Hover over the row again and click the action you need on the right.
Edit or Edit Series In Progress - opens the Series so you can update its timing or steps.
Cancel or Cancel Series In Progress - stops the Series for that contact or contact list.
To stop a Series for one contact from their contact record instead, see How To Create and Launch Series Templates.
Key Notes
A Series is scheduled until its first step sends, and in progress once one or more steps have sent and future steps are still scheduled.
Series emails use the version of the email template that exists when each step sends, so edits to the template apply to every Series email that has not gone out yet.
The Edit and Cancel buttons appear only when you hover over a Series row.