It is important to set your automation to the correct status so contacts can enter or not enter based on your desired outcome.
How it works
Active
Making an automation "Active" means you are ready for contacts to start entering it and moving through your workflow. Automations are not automatically made "Active" as soon as you are done creating them, you need to manually make them active when you are ready to.
Inactive
Making an automation "Inactive" means that:
- Contacts will not be able to enter the automation
- Automations that are currently running will pause until you make them active again.
How to make automation "Active" or "Inactive" in bulk from the Automations overview page
This method lets you select more than one automation and update the status right from the Automations overview page.
To get started, follow these steps:
- From the Automations overview page, click the checkbox next to each automation that you wish to update.
- Click the "Set Active" or "Set Inactive" button located toward the top of the Automations overview page.
Note: if you have selected automations that have both statuses, the selected automations will update to the status that you choose.
All automations selected are now either "Active" or "Inactive" based on your choice. "Active" status is indicated by a green dot, and "Inactive" status is indicated by a red dot. Using the example above, I clicked "Set Active," and the automations now show the green dot:
How to make an individual automation "Active" or "Inactive" from the Automations overview page
This method lets you update a single automation's status right from the Automations overview page.
To get started, follow these steps:
- From the Automations overview page, locate the automation you wish to update.
- Click the dropdown next to the "Edit" button for that automation.
- Click "Make Active" or "Make Inactive," depending on the status of the automation.
The automation is now either "Active" or "Inactive" based on your choice. "Active" status is indicated by a green dot, and "Inactive" status is indicated by a red dot. Using the example above, the automation started as "Active," so I updated it to be "Inactive," and it now shows the red dot:
How to make an individual automation "Active" or "Inactive" from the Automation Builder
This method lets you update the automation status right from the Automation Builder.
To get started, follow these steps:
- From the Automations overview page, locate the automation you wish to update.
- Click "Edit" for that automation.
- Click "Active" or "Inactive," located on the top right of the Automation Builder.
The automation status will be updated and highlighted on the top right corner of the Automation Builder. Using the example above, the status of the automation is now highlighted as "Inactive":