Manually running automation processes |
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Manually running automation processes |
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Manually running automation processes |
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Manually running automation processes |
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You can manually start marketing automation processes for specific contacts or entire contact groups.
Note: For full automation, define triggers for your processes. This allows the system to automatically run processes for contacts based on dynamic conditions.
To manually run processes, you need to have the appropriate permissions for the On-line marketing module. The settings need to be set for the site under which you want to run the process.
1.Navigate to CMS Desk -> On-line marketing -> Contacts.
2.Edit (
) the contact for which you want to run the process.
3.Switch to the Processes tab.
oHere you can see a list of all automation processes currently running for the contact.
4.Click 
Start new process.
5.Select the process that you want to start for the contact.
After starting the process, you can see its status in the list on the contact's Processes tab.
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Running a process for a contact from within the process
You can also start a process for a single contact directly while editing the process:
1.Navigate to CMS Desk -> On-line marketing -> Processes. 2.Edit ( 3.Switch to the Contacts tab. 4.Click 5.Choose the contact for which you want to run the process.
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1.Navigate to CMS Desk -> On-line marketing -> Contact groups.
2.Edit () the contact group for which you want to run the process.
3.Switch to the Contacts tab.
4.Click Start new process.
5.Select the process that you want to start.
The process starts for all the contacts in the contact group separately.
