Editing Automation Settings (section)

== Step-by-step Instructions ==
Once you have accessed the Automation Settings tab, you can configure several important aspects of your automation. Here’s a detailed guide on what you can do:

1. **Add a Description:**
   - Use the designated space to provide context about your automation. You can add descriptions, summaries, notes, and links to external resources for other users in your account.

2. **Track Progress:**
   - You can link your automation to a pre-existing '''Business Goal''' or '''Conversion'''. This helps measure the effectiveness of your automation.
   - You can only have one business goal or one conversion linked to an automation from the Automation Settings; however, an automation can be associated with multiple business goals.

3. **Configure Contact Entry:**
   - Set how many times a contact can enter this automation:
     - **Any number of times:** Default setting allowing repeated entries as long as trigger conditions are met.
     - **Only once:** This restricts contacts to entering the automation one time across all triggers.
     - **Only after they have exited:** This allows re-entry only after a contact has completed the workflow.

4. **Set Exit Criteria:**
   - Define how a contact will exit the automation:
     - Unsubscribe from an automated campaign.
     - Any tracked conversion occurs (if tracking is implemented).

5. **Manage Unsubscribes:**
   - Choose which lists a contact will unsubscribe from when they click the unsubscribe link in your automated campaign.
   - Refer to the relevant resources for managing unsubscribe actions and list associations.

6. **Define Automation Permissions:**
   - Users with Account Admin permissions can determine which user groups can view and edit the individual automation.