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Reentering or Starting Mid Automation

Reentering an Automation

From time to time you may want to have a contact go through an automation a second time. There are two ways we can do this, via a trigger or manually. 

 

First option:

If they are purchasing the same or a second product or joining a second list that goes through the same automation and you want them to go through a second time then you don't need to do anything special just check the settings of your automation and make sure the box is checked that reads "Allow contacts to enter this automation more than once." Then as long as the product/list has the trigger to add the contact to the automation when activated (not "first time activated") then they will be entered into the automation and go through the flow again. 

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Second:

You can manually renter a contact into an automation. 

1. Locate and open the automation under Automation-Automations in your Left Sidebar

2. In the right side bar of the automation you will see stats of the flows and contacts. Select the hyperlinked number next to flows.

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3. Locate the contact you want to reenter

4. Select the red Reenter link next to their name

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Alternatively

1. Search for the contact in your simplero

2. Select on their name to view their contact page

3. Scroll down to the automations section

4. Locate the automation they have completed that you want to renter them in. 

5. Select the red "reenter" link next to the automation name. 

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Note

If the automation is started by a trigger in a list, an active subscriber to that list can not renter the automation by subscribing again with the same contact info unless you have chose the option "Subscription: Asked to subscribed (whether already subscribed or not)" in the "When this happens" filed of the trigger. 

 
 

Starting Mid Automation

Would you like to start someone into an automation but want to skip the first few steps of it? There are two options in which you could do this. 

1) Manually starting the automation

If you are manually starting them in the automation while at the computer, and no one else is going to join the automation in those 5-10 minutes then follow the steps here....

1. Add an action step at the top of the automation that says "skip to step" (and choose the step you want them to start at). 

2. Go to the participant screen and manually start them in an automation

3. Go back to the automation and verify that they are in the step you desire

4. Remove the action step you added to the automation 

 

2) Triggered start to automation

If they are going to purchase a product and start in the automation at the time of purchase follow these steps...

1. Duplicate your automation

2. Remove any steps in the copy that you don't want them to experience

3. Create their price in the product (if this is for an individual and the price will be available to no one else then create them a secret price. If you are allowing people to continually sign up after a program has started and just don't want them to get past emails that were maybe date specific such as call reminders then you an use the regular product price)

4. Add a trigger to the price to start the new automation 

5. Verify that the original automation is no longer triggered by the product so that the participant won't be in two automatons. 

Skip to Time Zone Specific Automations
Stopping, Pausing, Resuming an Automation