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- When adding someone to an activated automation make sure to choose if you want existing members to receive the new actions. If you choose to apply the new actions to existing Members, they will receive any new actions when you save the running Automation. For example, suppose automation. This also applies to automations that have matched people only once. You don't need to re-activate the automation, just save it again from actions page.
- Example: Suppose 1,000 prospects complete all actions in an automation and the automation has 5 actions
- . Then the admin adds a Send Email action as a new action in the 2nd position. All 1,000 existing members will receive the new Send Email action. In summary, new actions can apply on all existing leads within an automation.
- Example: Suppose a Property-based automation was scheduled to run on 100 people to send one email. After the automation completes, the admin can add additional actions, save it, and get prompted to apply the new actions to existing prospects only. This is an easy way to iteratively build an automated campaign.
- If an action is added to the end of an automation and a member has not received it yet they will receive it when they get to that step. Suppose there are 10 actions in the automation and an 11th action is added at the end. If 10 Prospects are still at action #4 (maybe there were some Wait states) then they would not receive the 11th action until the action executes inline (5th, 6th...10th and 11th).
- You can change an action that has not been scheduled to run yet. For example, suppose Email A is scheduled two weeks from now but you want to send Email B in its place instead. Simply change the email campaign from the UI before the action has run and the system will use the new email. Any action can be changed before it executes.
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