Add someone to an automation

Automatically add a Contact to a Campaign

Goals dictate how contacts are added to a campaign. If a campaign process starts with a Web form submitted goal it means that once that form is submitted then the goal has been achieved, and that person is added to the sequence.

Add contacts to a campaign from their contact record

1. From a contact record, scroll down to the second row of tabs and click the "Automations" tab.
   
    
2. Click Add to Sequence at the top right.
   
    
3. Choose a automation from the first drop-down.
   
    

4. In the second drop down select the sequence to add the contact to.
   

   Note: The contact will start at the beginning of the sequence unless date times are used, and that date has passed.

5. Click Add.
   

FAQ

Why didn't my contact move through the automation like they should?

There are a few reasons this might happen. First, navigate to their contact record and check their email status. It's possible that they did in fact move through the automation, but their contact is in a status that doesn't allow emails to be sent, which can make it appear like the automation isn't working.

If your automation relies on a certain action in Keap, like a “Tag Applied” goal, the action must occur after they enter the campaign. Using the previous example, if the tag was already on their record when the automation was created, they will not go through the automation.