How to make automations 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.

How to make automations "Active" in bulk from the Automations overview page

You will need the New Navigation update in order to use this method.

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This method lets you select more than one automation to make "Active" right from the Automations overview page.

To get started, follow these steps:

1. From the Automations overview page, click the checkbox next to each automation that you wish to make "Active."

2. Click the "Set Active" button located toward the top of the Automations overview page.

All automations you selected are now active and the status is indicated by a green dot:

How to make an individual automation "Active" from the Automations overview page

This method lets you make a single automation active right from the Automations overview page.

To get started, follow these steps:

1. From the Automations overview page, locate the automation you wish to set as "Active."

2. Click the dropdown next to the "Edit" button for that automation.

3. Click "Make Active."

The automation is now active and the status is indicated by a green dot:

How to make an individual automation "Active" from the Automation Builder

This method lets you make an automation active right from the Automation Builder.

To get started, follow these steps:

1. From the Automations overview page, locate the automation you wish to make active.

2. Click "Edit" for that automation.

3. Click "Active" located on the top right of the Automation Builder.

The automation is now active and the status is highlighted on the top right corner of the Automation Builder:

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