Learn how to set automation permissions

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About Automation Settings[edit | edit source]

Automation settings in ActiveCampaign allow users to customize how their automations function and interact with contacts. Understanding these settings is crucial for optimizing your automation workflows.

Overview[edit | edit source]

Automation settings provide various options to control the behavior of your automations. This includes permissions, triggers, and actions that dictate how contacts are managed within your automation sequences.

Key Features[edit | edit source]

  • **Automation Permissions**: Control who can access and modify your automations.
  • **Triggers**: Define the events that will start your automation.
  • **Actions**: Specify what happens once the automation is triggered.

Setting Automation Permissions[edit | edit source]

To set automation permissions, follow these steps:

1. Navigate to the automation you wish to edit. 2. Click on the "Settings" icon. 3. Adjust the permissions as needed for different users or teams.

Best Practices[edit | edit source]

  • Regularly review your automation settings to ensure they align with your current marketing strategies.
  • Test your automations after making changes to confirm they are functioning as intended.

See Also[edit | edit source]

For more detailed information, visit the original article on ActiveCampaign: [About Automation Settings](https://help.activecampaign.com/hc/en-us/search/click?data=BAh7DjoHaWRzKwicIOS6HRE6D2FjY291bnRfaWRpAzUNBDoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJfaHR0cHM6Ly9oZWxwLmFjdGl2ZWNhbXBhaWduLmNvbS9oYy9lbi11cy9hcnRpY2xlcy8xODgxOTM4NzIzNjUwOC1BYm91dC1BdXRvbWF0aW9uLVNldHRpbmdzBjsIVDoOc2VhcmNoX2lkSSIpNDEyNDk1NDktYWYzMi00ZTY5LTg5ZjEtMjI0NDgxZGYwNWM5BjsIRjoJcmFua2kGOgtsb2NhbGVJIgplbi11cwY7CFQ6CnF1ZXJ5SSIsTGVhcm4gaG93IHRvIHNldCBhdXRvbWF0aW9uIHBlcm1pc3Npb25zBjsIVDoScmVzdWx0c19jb3VudGkCPgM%3D--d56f86157b89fdb63a409765533af89e6660383f) ```