Editing Add or remove contacts (section)

== Step-by-Step Instructions ==

=== How to Manually Start an Automation for a Single Contact ===
There are two methods to manually add a contact to an automation:

==== From the Automation: ====
1. Click **Automations** on the left menu.
2. Locate the relevant automation and click the automation name to open it.
3. Ensure the automation is **Active**; contacts cannot be added to an **Inactive** automation.
4. Click **Add contacts to this automation** at the top of the Automation Canvas, next to the trigger.
5. Choose **Add specific contacts**.
6. (Optional) Use the **Search** bar to filter contacts.
7. Check the box next to the contact(s) you wish to add.
8. Click **Add contact(s)**. The contact(s) will be added immediately, and this action cannot be undone.

==== From the Contacts Overview: ====
1. Click **Contacts** on the left menu.
2. Find the contact you want to add and open their profile.
3. Scroll down to the **Automations** section of the contact's record.
4. Click the **+ Add** button.
5. A modal window will appear showing active automations. Select the desired automation and click **Okay**.
6. The contact will be added immediately, and this action cannot be undone.

=== How to Manually End an Automation for a Single Contact ===
To stop executing an automation for a contact:

1. Click **Contacts** on the left menu.
2. Locate the desired contact and open their profile.
3. Scroll down to the **Automations** section of the contact's record.
4. Click on the automation you wish to end for the contact.
5. Click the **End** button. 

The contact will be removed from the automation, and this action cannot be undone.

=== How to Manually Start an Automation for a Group of Contacts ===
Similar to adding a single contact, you can add a group of contacts to an automation:

==== From the Automation: ====
1. Click **Automations** on the left menu.
2. Open the desired automation and ensure it is set to **Active**.
3. Click **Add contacts to this automation** at the top of the Automation Canvas.
4. Click **Use a segment of contacts**.
5. The segment builder will appear. Create conditions to identify the contacts to add and click **Next**.
6. Optionally, you can adjust the following settings, which are enabled by default:
   * Do not add contacts who have ever entered this automation
   * Do not add contacts who are currently in this automation
7. Click **Add contact(s)**. The selected contacts will be added immediately, and this action cannot be undone.

==== From the Contacts Overview: ====
1. Click **Contacts** on the left menu.
2. Click into the search field and select **Advanced Search**.
3. The segment builder will appear. Set the conditions to find the desired group and click **Search**.
4. When contacts appear, verify the group is correct, then click **Edit All** to open the Bulk Editor.
5. In the modal, select **Add to an Automation** and choose the automation from the dropdown.
6. Click the **Add** button, then click the **Apply** button to process the contacts.

=== How to Bulk Remove a Group of Contacts From an Automation ===
1. Click **Contacts** on the left menu.
2. In the search field, select **Advanced Search**.
3. Create the conditions to find the desired contacts and click **Search**.
4. After confirming the correct contacts, click **Edit All** to display the Bulk Editor.
5. Choose **Remove from an Automation** and select the automation you wish to end from the dropdown.
6. Click the **Remove** button, then click **Apply** to process the contacts.