How do I manually add or remove a contact(s) from an automation?

Contacts will enter your automations as soon as they match the triggering conditions you define, and will proceed through your workflow until they reach the last step in your automation. However, there may be times when you wish to manually add a contact(s) to an automation, or end their workflow before they reach the last step in the automation.  

How to manually start an automation for a single contact

To manually start an automation for a contact is to add them to it. 

  1. Click "Contacts" on the left menu.
  2. Locate the contact you want to add to an automation then open their profile record.
  3. Scroll down to the Automations section of the contact's record. 
  4. Click the "+ Add" button.
  5. A modal window will appear and display active automations. Select the automation you want to add the contact to then click "Okay."

The contact will immediately be added to your automation. This action cannot be undone. 

How to manually end an automation for a single contact

Ending an automation early for a single contact is also completed from the contact's profile page. When you end an automation, the contact will not complete the rest of the actions (if any). They are also given a "Completed" status for your automation.

  1. Click "Contacts" on the left menu.
  2. Locate the contact you want to add to an automation then open their profile record.
  3. Scroll down to the Automations section of the contact's record. 
  4. Click the automation name that you want to end for the contact.
  5. Click the "End" button

The contact will be removed from your automation. This action cannot be undone. 

How to bulk add a group of contacts to an automation

In this section, we'll show you how to conduct an advanced search and use the bulk editor so you can start an automation for a group of contacts. To manually start an automation for contacts is to add them to it. 

  1. Click "Contacts" on the left menu.
  2. Click into the search field and click "Advanced Search."
  3. The segment builder will appear. Create conditions to find the group of contacts that you'd like to add to the automation and click “Search.”
  4. 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.
  5. A modal window will appear. Click "Add to an Automation" and select the automation you wish to add them to from the dropdown that appears. 
  6. Click the “Add” button.
  7. Click the "Apply" button to begin processing your contacts.  

The contacts will immediately be added to your automation. This action cannot be undone. 

How to bulk remove a group of contacts from an automation

In this section, we'll show you how to conduct an advanced search and use the bulk editor to manually end an automation for a group of contacts. When you end an automation, contacts will not complete the rest of the actions (if any). They are also given a "Completed" status for your automation.

  1. Click "Contacts" on the left menu.
  2. Click into the search field and click "Advanced Search."
  3. The segment builder will appear. Create conditions to find the group of contacts that you'd like to end the automation for and click “Search.”
  4. 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.
  5. Click "Remove from an automation" and select the automation you wish to end from the dropdown that appears.
  6. Click the "Remove" button.
  7. Click the “Apply ” button to begin processing your contacts.  

The contacts will be removed from your automation. This action cannot be undone. 

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