Kentico CMS 7.0 On-line Marketing Guide

Manually running automation processes

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.

 

Running processes for specific contacts

 

1.Navigate to CMS Desk -> On-line marketing -> Contacts.

2.Edit (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 Run 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.

 

 

InfoBox_Tip

 

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 (Edit) the process you want to run for a contact.

3.Switch to the Contacts tab.

4.Click Run Start new process.

5.Choose the contact for which you want to run the process.

 

 

Running processes for contact groups

 

1.Navigate to CMS Desk -> On-line marketing -> Contact groups.

2.Edit (Edit) the contact group for which you want to run the process.

3.Switch to the Contacts tab.

4.Click Run Start new process.

5.Select the process that you want to start.

 

The process starts for all the contacts in the contact group separately.