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:
- Open the contact's profile in Contacts.
- Click Actions and choose Add to automation.
- Select the automation they should enter and confirm.
The contact then runs through the automation from the first step.
Related
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.