Automation Frequently Asked Questions

When viewing the list of automations check the filter used as this determines what automations are shown.

 Below are some of the common reasons why contacts weren't 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 - For example, if you have an existing campaign with leads and later add an automation using a When added to a campaign 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 "When email is clicked", make sure that the correct email is selected.
• The contact didn't meet the trigger conditions - Examine the trigger used to start the automation to ensure it is setup correctly. Some triggers, like "When email is opened", will only start if a specific behavior takes place.

Yes, 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.

When using the 'When page is visited' trigger the URL must match exactly and the DailyStory beacon must be installed on the page.

For triggers, actions and conditions that use a date/time, the DailyStory Account's time zone is used.For example, the When past date/time trigger's properties enable you to specify a Date and Time when the trigger will fire. If the account's time zone is GMT-7 (Seattle) and the contact's time zone is GMT+1 (London), the trigger will fire at 9:00 AM GMT-7 (Seattle).

When building automations you may encounter this error message, "Go to cannot have additional steps". 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.

To run a lead through an automation again:1. Go to the campaign, for example "Welcome Series"2. Click the Leads tab3. Select "Bulk Edit"4. Check the record(s) you want to send through an automation5. Click the "Add to Automation" link (opens popup)6. Select the Automation7. Click "Add"

Yes, multiple automations can run within the same campaign simultaneously.

To add the contacts in a segment to an automation that is already running navigate to the automation's setting and use the Add from segment option in enrollment.

To add a contact to an automation that is already running there are two options: 

• Navigate to the Contact and use the "Add to automation" option.
• Or, navigate to the automation's settings screen and use the Add contact option in enrollment.