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How to add/remove clients from an Automation?
How to add/remove clients from an Automation?
Updated over a week ago

Individual clients can't be removed from an automation however it can be edited to change how it performs and trigger to send out communication!

The trigger can be edited by following these steps:

  1. Click into Marketing > Automations

  2. Click the edit pencil under Actions

  3. Click Trigger

  4. Update the field "Begin the workflow when"

  5. Save & Continue to save the changes 😊

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