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      "postuid": "7767ab07-afd4-424c-a77b-6580cda54fd9",
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      "title": "Evergreen Automations",
      "slug": "article/ever-green-automations",
      "html": "\u003Cp\u003EAn evergreen automation is an automation that runs continuously and automatically, providing value like appointment reminders and follow-ups without constant manual intervention.\u0026nbsp;\u003C/p\u003E\u003Ch2 id=\u0022core_benefits\u0022\u003ECore Benefits\u003C/h2\u003E\u003Cp\u003EEvergreen automations are typically used to replace any manual process. They have many benefits:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003ETime \u0026amp; Resource Saving\u003C/b\u003E: Reduces the need for constant, manual work.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EScalability\u003C/b\u003E: Reaches a broad audience across different time zones.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EConsistent Revenue/Leads\u003C/b\u003E: Generates a steady stream of opportunities without active management.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EFlexibility\u003C/b\u003E: Content can be ideal and perfected before being automated. \u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EAutomations not configured to be evergreen simply run once, whereas an evergreen automation may run the same contact through an automation many, many times.\u003C/p\u003E\u003Ch2 id=\u0022example_of_an_evergreen_automation\u0022\u003EExample of an evergreen automation\u003C/h2\u003E\u003Cp\u003EThe simplest example of an evergreen automation is happy birthday automation: this is an automation that sends out an email the day of the contact\u0027s birthday, perhaps with a special offer or discount.\u003C/p\u003E\u003Ch2 id=\u0022building_an_evergreen_automation\u0022\u003EBuilding an evergreen automation\u003C/h2\u003E\u003Cp\u003EThe simplest way to build an evergreen automation is to first identify and build a \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003Esegment\u003C/a\u003E that populates based on criteria, e.g. contacts with a birthday tomorrow. This type of segment will constantly rotate people into the segment when their birthday is tomorrow and removed them from the segment when their birthday is not tomorrow.\u003C/p\u003E\u003Cp\u003EThis same concept can be applied to virtually anything.\u003C/p\u003E\u003Ch3 id=\u0022triggering_and_running_the_automation\u0022\u003ETriggering and running the automation\u003C/h3\u003E\u003Cp\u003EUsing the \u0022\u003Ca href=\u0022/article/pffq9y943p-autopilot-triggers\u0022\u003EWhen added to segment\u003C/a\u003E\u0022 trigger is the simplest way to have contacts enter an automation when specific criteria is met. However, other triggers can be just as effective.\u003C/p\u003E\u003Cp\u003EOnce triggered the automation can perform whatever work needs to be done, such as sending an email.\u003C/p\u003E\u003Ch3 id=\u0022restarting_the_automation\u0022\u003ERestarting the automation\u003C/h3\u003E\u003Cp\u003EWhat makes an automation evergreen is use of the \u003Ca href=\u0022/article/a31o2hmlge-autopilot-actions\u0022\u003ERestart Automation\u003C/a\u003E action.\u003C/p\u003E\u003Cp\u003ETypically when a contact runs through an automation and the automation ends, the contact cannot be re-processed by the automation. \u003C/p\u003E\u003Ccite class=\u0022important\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EImportant\u003C/span\u003E\u003Cp\u003EThe default behavior is that a contact can run through an automation only once.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EFor an evergreen automation, the final step for each automation branch needs to end with the \u003Cb\u003ERestart Automation\u003C/b\u003E action. This tells the DailyStory automation system that the contact is allowed to run through the automation indefinitely if they are qualified.\u003C/p\u003E\u003Cp\u003EIn the example of a birthday, a contact would run through the automation, receive the happy birthday email, and then be flagged as allowed to run through the automation again in the future. The next year, when they are re-added to the segment the automation is again triggered and the contact is run through the happy birthday automation again.\u003C/p\u003E",
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      "meta_description": "Evergreen automations run continuously, saving time and resources by automating tasks like reminders and follow-ups without manual intervention.",
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      "total_views": 234,
      "date_published": "2025-12-08T15:17:53.393",
      "date_updated": "2025-12-08T15:17:54.11",
      "date_created": "2025-12-08T15:02:40.553"
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