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! This is because automations are trigger-based and enroll clients automatically based on specific criteria.
Including Existing Clients
If you need to include clients who met the criteria before the automation was activated, you have several options:
Manual Enrollment
Open the automation and navigate to the Enrollments or Activity section.
Use the "Enroll User" option to manually add clients one at a time.
Re-Tagging
If the automation trigger is "when a tag is added," re-apply the relevant tag to existing clients after the automation is live. This will automatically enroll them.
Segmentation
For larger groups, create a Segment to identify existing clients who meet specific criteria (e.g., never attended a class).
Send a segmented email broadcast to this list to ensure they receive the intended communication.
Example Use Case: Targeting Clients Who Haven’t Taken a Class
Use a Segment to identify existing clients who haven’t attended a class and send them a broadcast email. Automations will handle new clients going forward.
The trigger can be edited by following these steps:
Click into Marketing > Automations
Click the edit pencil under Actions
Click Trigger
Update the field "Begin the workflow when"
Save & Continue to save the changes 😊 For broader client management, consider using manual enrollment, re-tagging, or segmentation as described above to include existing clients in your automation workflows.