After you complete the build of your automation, you have to schedule it. Once the automation is scheduled, depending on how the automation starts will provide indication on when it will begin.
You can view when an automation is scheduled on the Automation Dashboard:
Beyond verifying the time an automation is scheduled, please review the list below about when an automation will find contacts:
- If your automation starts with a triggered campaign, the scheduled automation will activate the next time the triggered campaign evaluates contacts and sends the email.
- If your automation starts with a regular campaign (or SMS), the scheduled automation will activate when that campaign is sent.
- If your automation starts with an automated campaign (for instance, a welcome sent when a form is submitted), the scheduled automation will activate the next time the automated campaign is initiated.
- If your automation starts with an event, the scheduled automation will activate the next time a contact meets the criteria for the specified event. For instance, if the event is a change in contact data specified like the contact type changes from prospect to customer, the next time the data change occurs for a contact record the automation will begin.
- If your automation starts with a triggered segment clause, similar to events, the scheduled automation will activate the next time a contact meets the criteria for the specified event.
Resources
- Please see this article about how the re-entry setting works in automation.
- Availability of automation features depends on your license package. For more information on licenses, please visit https://www.delivra.com/pricing or email our Client Success team.
- Visit our e-Learning hub for self-guided learning.
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