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New Automation Settings
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== Step-by-Step Instructions == Following the access steps above, hereβs how to configure your '''New Automation Settings''' effectively: 1. **Access the Automation:** From the '''Automations''' tab, select the appropriate automation. 2. **Open Automation Settings:** Click on the settings gear icon (βοΈ) within the automation editor. 3. **Fill in Automation Description:** - Use the '''Automation Description''' field to add notes around the purpose of the automation, target audience, and any relevant details. This fosters better collaboration among team members. 4. **Set Entry Rules:** - Determine how many times a contact can enter the automation. Choose from one of three options: - **Enter any number of times** (default) - **Enter only once, across all triggers** - **Enter only if they have exited the automation** 5. **Define Exit Criteria:** - Set conditions for automatically removing contacts from the automation when they unsubscribe from an email. 6. **Manage List Associations:** - Note that the list association dropdown has been relocated from the manage messages modal to this more accessible settings tab, allowing for quicker updates.
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