This article will guide you through the process of adding single or multiple contacts to a specific point in your automation.
Example use cases
Example #1
You have a new contact who needs to attend a webinar scheduled for tomorrow. Your webinar automation includes a 7-day drip campaign leading up to the webinar date. Your contact only needs the final email with the link to access the meeting.
Example #2
A contact completed your automation before you finished adding actions to it. You want to ensure that your contact goes through the remaining steps in your workflow but skip over the actions they already went through.
Start contact(s) at a specific point in your automation
- Click Automations on the left menu.
- Locate the automation you want to add the contact to and click the automation name to open it.
- Turn the automation to Active. You cannot add a contact to an Inactive automation.
- Hover over the action you want to add your contact to, and click the add contacts icon that appears.
- In the “Add contacts directly to this action” modal, you can choose from the following:
- “Add specific contacts” - use this option to add one or two contacts to the action. Learn how to add specific contacts.
- “Use a segment of contacts” - use this option to bulk add multiple contacts to the action. Learn how to add multiple contacts.
- Once you have chosen the contact(s) you want to add from the options above, they will be added to that action immediately. This cannot be undone.