{"Status":true,"Message":"","Response":{"post":{"postuid":"fmt3sgx6k4","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Automation Frequently Asked Questions","slug":"article/fmt3sgx6k4-autopilot-frequently-asked-questions","html":"\u003Cp\u003EBelow are some frequently asked questions when working with DailyStory\u0026#39;s automations.\u003C/p\u003E\u003Ch3\u003EWhy am I not seeing my automation?\u003C/h3\u003E\u003Cp\u003EWe have 3 filters set up in the automation dashboard:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EShow Running\u003C/li\u003E\u003Cli\u003EShow Not Running\u003C/li\u003E\u003Cli\u003EShow All\u003C/li\u003E\u003C/ul\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6faaf6d7fbb256a43ceac7e2bc851f48.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EPlease check your filtered status to ensure your automation isn\u0026#39;t located under one of these filters, especially if it\u0026#39;s not currently set to \u0026#39;active\u0026#39;.\u003C/p\u003E\u003Ch3\u003EWhy weren\u0026#39;t my contacts added to my automation?\u003C/h3\u003E\u003Cp\u003EBelow are some of the common reasons why contacts weren\u0026#39;t added to your automation:\u003C/p\u003E\u003Cp\u003E\u003Cb\u003EThe automation was not enabled\u003C/b\u003E\u003C/p\u003E\u003Cp\u003ENew automation are off by default and must be enabled.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/d06b58b8010e5e2ee271662a015df530.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003EThe automation was enabled after a trigger condition was met\u003C/b\u003E\u003C/p\u003E\u003Cp\u003EFor example, if you have an existing campaign with leads and later add an automation using a\u0026#160;\u003Ci\u003EWhen added to a campaign\u003C/i\u003E\u0026#160;trigger only leads added to the campaign after the automation is enabled are added to the automation.\u003C/p\u003E\u003Cp\u003EThis is done on purpose to ensure that existing leads in a campaign don\u0026#39;t re-enter an automation designed for new leads.\u003C/p\u003E\u003Cp\u003E\u003Cb\u003EThe triggers were configured incorrectly\u003C/b\u003E\u003C/p\u003E\u003Cp\u003EIf you are using triggers to start your automation, such as \u0026#34;When email is clicked\u0026#34;, make sure that the correct email is selected.\u003C/p\u003E\u003Cp\u003E\u003Cb\u003EThe contact didn\u0026#39;t meet the trigger conditions\u003C/b\u003E\u003C/p\u003E\u003Cp\u003EExamine the trigger used to start the automation to ensure it is setup correctly. Some triggers, like \u0026#34;When email is opened\u0026#34;, will only start if a specific behavior takes place.\u003C/p\u003E\u003Ch3\u003ECan I edit or revise a saved automation?\u003C/h3\u003E\u003Cp\u003EYes, however, this may impact contacts moving through the automation. We recommend only editing an automation when there are no leads in progress (see image below). And, a best practice is to first disable the automation, edit, save, and then enable it again.\u003C/p\u003E\u003Cp\u003EIn the screen shot below two automations are active. The first has 1 lead in progress and the second has 0 leads in progress.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/30c4a037110080fd80655b8fbc5c9d9b.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThe first automation could be safely edited with no impact since no leads are moving through the automation. However, edits to the 2nd automation may cause those leads to not complete the automation.\u003C/p\u003E\u003Ch3\u003EThe \u0026#39;When page is visited\u0026#39; trigger isn\u0026#39;t working\u003C/h3\u003E\u003Cp\u003EWhen using the \u0026#39;When page is visited\u0026#39; trigger the URL must match exactly and the \u003Ca href=\u0022/article/ppg0z9xv1v-installing-the-daily-story-tracking-tag\u0022\u003EDailyStory beacon\u003C/a\u003E must be installed on the page.\u003C/p\u003E\u003Ch3\u003EWhat time zone is used?\u003C/h3\u003E\u003Cp\u003EFor triggers, actions and conditions that use a date/time, the \u003Ca href=\u0022/article/wn95tda3bk-account-settings\u0022\u003EDailyStory Account\u0026#39;s time zone is used\u003C/a\u003E.\u003C/p\u003E\u003Cp\u003EFor example, the When past date/time trigger\u0026#39;s properties enable you to specify a \u003Ci\u003EDate\u003C/i\u003E and \u003Ci\u003ETime\u003C/i\u003E when the trigger will fire. If the account\u0026#39;s time zone is GMT-7 (Seattle) and the contact\u0026#39;s time zone is GMT\u002B1 (London), the trigger will fire at 9:00 AM GMT-7 (Seattle).\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/8123e89b9cff748f32396cc5188a422b.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EFor actions that send emails, text messages, or push notifications DailyStory will attempt to use the contact\u0026#39;s time zone.\u003C/p\u003E\u003Cp\u003EFor example, the Send an email action\u0026#39;s properties enable you to specify a \u003Ci\u003ESend on or after\u003C/i\u003E along with Send \u003Ci\u003EDays:\u003C/i\u003E\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/23a440814385894dfe46f217720ef00e.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EIf the account\u0026#39;s time zone is GMT-7 (Seattle) and the contact\u0026#39;s time zone is GMT\u002B1 (London), the email would be sent at 9:00 am GMT\u002B1 (London).\u003C/p\u003E\u003Ch3\u003EWhat does [item] cannot have additional steps mean?\u003C/h3\u003E\u003Cp\u003EWhen building automations you may encounter this error message:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/03b4e1236d07160cccd242d5daa048d6.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThis is shown when you attempt to add a step to an automation that does not allow additional steps. Examples include actions such as: \u003Ci\u003EGo to\u003C/i\u003E, \u003Ci\u003ERestart automation\u003C/i\u003E and \u003Ci\u003EEnd automation\u003C/i\u003E. All of these actions either transfer the lead to another place in the automation or end the automation completely.\u003C/p\u003E\u003Ch3\u003EHow can I re-run a lead through an automation?\u003C/h3\u003E\u003Cp\u003ETo run a lead through an automation again:\u003C/p\u003E\u003Cp\u003E1. Go to the campaign, for example \u0026#34;Welcome Series\u0026#34;\u003C/p\u003E\u003Cp\u003E2. Click the Leads tab\u003C/p\u003E\u003Cp\u003E3. Select \u0026#34;Bulk Edit\u0026#34;\u003C/p\u003E\u003Cp\u003E4. Check the record(s) you want to send through an automation\u003C/p\u003E\u003Cp\u003E5. Click the \u0026#34;Add to Automation\u0026#34; link (opens popup)\u003C/p\u003E\u003Cp\u003E6. Select the Automation\u003C/p\u003E\u003Cp\u003E7. Click \u0026#34;Add\u0026#34;\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/c17af268fd7f61b740a3fd57de9c7da7.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3\u003ECan I have more than 1 automation running in a campaign?\u003C/h3\u003E\u003Cp\u003EYes, multiple automations can run within the same campaign simultaneously.\u003C/p\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"Below are some frequently asked questions when working with DailyStory\u0026#39;s automations. Why am I not seeing my automation? We have 3 filters set up in the automation dashboard: Show Running Show Not Running Show All Please check your filtered status to ensure your automation isn\u0026#39;t located under one of these filters, especially if it\u0026#39;s not currently set to \u0026#39;active\u0026#39;. Why weren\u0026#39;t my contacts added to my automation? Below are some of the common reasons why contacts weren\u0026#3 ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":7,"total_views":781,"date_published":"2024-04-17T09:20:00","date_updated":"2026-03-19T21:12:44.94","date_created":"2025-04-24T15:03:20.49"}}}