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:
a. 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.
b. If your automation starts with a regular campaign (or SMS), the scheduled automation will activate when that campaign is sent.
c. 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.
d. If your automation starts with an event, the scheduled automation will activate the next time the criteria is met 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 the automation will begin. Available to Enterprise or Enterprise Plus (f.k.a. B2B) license.
e. If your automation start with a triggered clause, the scheduled automation will activate when the clause criteria is met. Available to Enterprise or Enterprise Plus license using custom tables.
- Please see this article about how the re-entry setting works in automation.
- Automation is available at all license levels however automation features will vary based on your license.