For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/add-contact-to-existing-automation.md.
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  • How do I add a contact to an existing automation?

    You can add a contact manually to an automation that is already active — handy for recovery or re-engagement campaigns:

    1. Open the contact's profile in Contacts.
    2. Click Actions and choose Add to automation.
    3. Select the automation they should enter and confirm.

    The contact then runs through the automation from the first step.

    If it didn't work

    • You can't see the Add to automation option: confirm the automation is active and that you have edit permission — see No permission.
    • The automation doesn't fire for the contact: review the entry conditions in Automation triggers.
    • Questions about automating messages: see Automate messages.