Advancing a Flow in an Automation

Moving a contact from one step to the next manually

Sometimes it becomes necessary to move a contact from one step in an automation to the next before Simplero would do it.

You have two options to do this. 


First, from within the Automation:

  1. Select Automation from your Simplero Dashboard
  2. In the Automations tab, locate and select your automation
  3. Locate the Step where the contact is in and click on the contacts

    Contact_in_automation
  4. You will see the list of contacts and the Flows of the automation

    Flows_view_of_contacts_in_automation
  5. Locate the contact and click the Continue now icon to the far right of the contact's name

    Continue_now_icon_in_Flows
  6. The contact will now be advanced to the next step in the automation.


Second from within their contact screen:

  1. Select Lists & Contacts in your Simplero Dashboard
  2. Select the Contacts tab
  3. Search and select the contact
  4. In the Contact screen, scroll down to the Automations box 
  5. Select the Continue now icon in the far right of that automation name

    Contact_Continue_icon_in_Automation_box


Advancing a contact to a step further in the automation

Sometimes you don't want them to go to the next step but maybe several steps ahead. It is still possible to move them without them having to do each step in between.

  1. Select Automation from your Simplero Dashboard
  2. In the Automations tab, locate and select your automation
  3. Locate the Step where the contact is in and click on the contacts

    Contact_in_automation
  4. Add an action step at the top of the Automation that says "Go to" step, choose the step you want the contact to move to, and click the Save changes button

    Go_to_step_in_automation
  5. Drag that step to immediately follow the step your contact is in (You located it in step 2).

    Relocate_the_step_to_go_to
  6. Now looking at the step your contact is in. Locate the contact and click the Continue now icon to the far right of the contact's name

    Continue_now_icon_in_Flows
  7. Your contact will now be advanced to the next step in the automation. Which will move them to the step you want them to go to
  8. Once the contact is in the correct step you will want to go back and delete the step you created in step 4 above, so that no further contacts jump steps in your automation.