How do I use the re-entry setting in my Automation?

Control if contacts should re-enter an Automation using this setting. If set to yes, when a contact meets criteria that starts the Automation they will enter the workflow again.

How-To

1. Use toggle to to choose Yes / No.
2. Set number of days.

Examples

1. Allow re-entry could be:

• A contact has re-subscribed, send them through a general welcome series again.
• A returning customer makes a purchase and should receive a post-sale rate us / review your experience series.

2. Do not allow re-entry could be:

• An account setup onboarding series where steps may have been completed in the past, like setting up your password.
• A trade-show follow-up series that would be specific to the event.

Notes

Contacts that may meet criteria to re-enter before the configured # of days will be skipped. Contacts are not collected and held until the configured # of days.

If Unique ID is also selected, then the re-entry setting applies to the specific custom table record (Unique ID) that passed through the automation rather than the contact record as a whole.