{"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\u0027s automations.\u003C/p\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003EWhy am I not seeing my automation?\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003EWhen viewing the list of automations check the filter used as this determines what automations are shown.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EWhy weren\u0027t my contacts added to my automation?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003E\u0026nbsp;Below are some of the common reasons why contacts weren\u0027t added to your automation:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EThe automation was not enabled\u003C/b\u003E - new automation are off by default and must be enabled.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EThe automation was enabled after a trigger condition was met\u003C/b\u003E -\u0026nbsp;For example, if you have an existing campaign with leads and later add an automation using a\u0026nbsp;\u003Ci\u003EWhen added to a campaign\u003C/i\u003E\u0026nbsp;trigger only leads added to the campaign after the automation is enabled are added to the automation. See the FAQ for add existing contacts.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EThe triggers were configured incorrectly\u003C/b\u003E - For example, If you are using triggers to start your automation, such as \u0022When email is clicked\u0022, make sure that the correct email is selected.\u003C/li\u003E\u003Cli\u003EThe contact didn\u0027t meet the trigger conditions -\u0026nbsp;Examine the trigger used to start the automation to ensure it is setup correctly. Some triggers, like \u0022When email is opened\u0022, will only start if a specific behavior takes place.\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003E\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003ECan I edit or revise a saved automation?\u003C/h2\u003E\u003Carticle\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\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003EThe \u0027When page is visited\u0027 trigger isn\u0027t working\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003EWhen using the \u0027When page is visited\u0027 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\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003EWhat time zone is used?\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003EFor triggers, actions and conditions that use a date/time, the \u003Ca href=\u0022/article/wn95tda3bk-account-settings\u0022\u003EDailyStory Account\u0027s time zone is used\u003C/a\u003E.For example, the When past date/time trigger\u0027s 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\u0027s time zone is GMT-7 (Seattle) and the contact\u0027s time zone is GMT\u002B1 (London), the trigger will fire at 9:00 AM GMT-7 (Seattle).\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003EWhat does [item] cannot have additional steps mean?\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003EWhen building automations you may encounter this error message, \u0022Go to cannot have additional steps\u0022.\u0026nbsp;This 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\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003EHow can I re-run a lead or contact through an automation?\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003ETo run a lead through an automation again:1. Go to the campaign, for example \u0022Welcome Series\u00222. Click the Leads tab3. Select \u0022Bulk Edit\u00224. Check the record(s) you want to send through an automation5. Click the \u0022Add to Automation\u0022 link (opens popup)6. Select the Automation7. Click \u0022Add\u0022\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003ECan I have more than 1 automation running in a campaign?\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003EYes, multiple automations can run within the same campaign simultaneously.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003EHow do I add a segment to an automation that is already running?\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003ETo add the contacts in a segment to an automation that is already running navigate to the automation\u0027s setting and use the Add from segment option in enrollment.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch2\u003EHow do I add a contact to an automation that is already running?\u003C/h2\u003E\u003Carticle\u003E\u003Cp\u003ETo add a contact to an automation that is already running there are two options:\u0026nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ENavigate to the Contact and use the \u0022Add to automation\u0022 option.\u003C/li\u003E\u003Cli\u003EOr, navigate to the automation\u0027s settings screen and use the Add contact option in enrollment.\u003C/li\u003E\u003C/ul\u003E\u003C/article\u003E\u003C/section\u003E\r\n\u003Cscript type=\u0022application/ld\u002Bjson\u0022\u003E\r\n{\r\n  \u0022@context\u0022: \u0022https://schema.org\u0022,\r\n  \u0022@type\u0022: \u0022FAQPage\u0022,\r\n  \u0022mainEntity\u0022: [\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Why am I not seeing my automation?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When viewing the list of automations check the filter used as this determines what automations are shown.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Why weren\u0027t my contacts added to my automation?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022\u0026nbsp;Below are some of the common reasons why contacts weren\u0027t added to your automation: The automation was not enabled - new automation are off by default and must be enabled. The automation was enabled after a trigger condition was met -\u0026nbsp;For example, if you have an existing campaign with leads and later add an automation using a\u0026nbsp; When added to a campaign \u0026nbsp;trigger only leads added to the campaign after the automation is enabled are added to the automation. See the FAQ for add existing contacts. The triggers were configured incorrectly - For example, If you are using triggers to start your automation, such as \\\u0022When email is clicked\\\u0022, make sure that the correct email is selected. The contact didn\u0027t meet the trigger conditions -\u0026nbsp;Examine the trigger used to start the automation to ensure it is setup correctly. Some triggers, like \\\u0022When email is opened\\\u0022, will only start if a specific behavior takes place.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Can I edit or revise a saved automation?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022Yes, 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.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022The \u0027When page is visited\u0027 trigger isn\u0027t working\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When using the \u0027When page is visited\u0027 trigger the URL must match exactly and the DailyStory beacon must be installed on the page.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022What time zone is used?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022For triggers, actions and conditions that use a date/time, the DailyStory Account\u0027s time zone is used .For example, the When past date/time trigger\u0027s properties enable you to specify a Date and Time when the trigger will fire. If the account\u0027s time zone is GMT-7 (Seattle) and the contact\u0027s time zone is GMT\u002B1 (London), the trigger will fire at 9:00 AM GMT-7 (Seattle).\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022What does [item] cannot have additional steps mean?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When building automations you may encounter this error message, \\\u0022Go to cannot have additional steps\\\u0022.\u0026nbsp;This is shown when you attempt to add a step to an automation that does not allow additional steps. Examples include actions such as: Go to , Restart automation and End automation . All of these actions either transfer the lead to another place in the automation or end the automation completely.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022How can I re-run a lead or contact through an automation?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022To run a lead through an automation again:1. Go to the campaign, for example \\\u0022Welcome Series\\\u00222. Click the Leads tab3. Select \\\u0022Bulk Edit\\\u00224. Check the record(s) you want to send through an automation5. Click the \\\u0022Add to Automation\\\u0022 link (opens popup)6. Select the Automation7. Click \\\u0022Add\\\u0022\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Can I have more than 1 automation running in a campaign?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022Yes, multiple automations can run within the same campaign simultaneously.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022How do I add a segment to an automation that is already running?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022To add the contacts in a segment to an automation that is already running navigate to the automation\u0027s setting and use the Add from segment option in enrollment.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022How do I add a contact to an automation that is already running?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022To add a contact to an automation that is already running there are two options:\u0026nbsp; Navigate to the Contact and use the \\\u0022Add to automation\\\u0022 option. Or, navigate to the automation\u0027s settings screen and use the Add contact option in enrollment.\u0022\r\n    }\r\n}\r\n    ]\r\n}\r\n\u003C/script\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"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":948,"date_published":"2024-04-17T09:20:00","date_updated":"2026-10-21T14:49:14.69","date_created":"2025-04-24T15:03:20.49"}}}