Add someone to an automation

Automatically add someone 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.