How do I add or remove a contact from an automation?

Contacts will automatically enter your automations as they match the triggering conditions you define. But, at times, you may want to manually add a contact or group of contacts to an automation. This article will walk you through how to begin or end an automation for a single contact and then how to add or remove groups of contacts from an automation using advanced search and the Bulk Editor

To stop or start an automation for a single contact:

Click “Contacts” in the top menu to navigate to the Contacts Overview.

Click into the search field and search for the contact you want to edit using their name or email address.

Click the contact's name or email address to open the Contact Record.

Scroll down until you see the “Automations” section heading:



To add the contact to an automation, click the “Add” button.



A modal window will appear with a list of your active automations. If you don't see an automation listed here, you might need to activate it.

Click the checkbox next to the automation you want to begin for the contact and click “OK.”

To stop an automation, click its name and then click the “End” button on the modal that appears:

To stop or start an automation for a group of contacts:

Click “Contacts” in the top menu to navigate to the Contacts Overview.

Click into the search field and then click “Advanced search.”

The segment builder will appear. Create conditions to find the group of contacts that you'd like to add or remove from an automation and click “Search.”

When the contacts appear, check to make sure it's the right group of contacts and then click “Edit All” to display the Bulk Editor.

Click “Add to automation” or “Remove from automation” and then select the automation.

Click “Apply changes” in the lower right-hand corner to begin processing your contacts.  

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