Changes generally do not affect customers already in the automation unless stated otherwise. Newly enrolled customers always follow the updated version.
General Behavior
- If “Auto-exit on audience or frequency mismatch” is enabled, existing customers are re-evaluated before each step and may exit if they no longer qualify.
- These rules apply whether the automation is active or inactive, as long as it is not a draft.
Settings
Editing Audience
Editing Audience
Existing customers:
- Customers already inside the automation will stay and continue their flow.
- New audience rules apply only to new entrants.
- Existing customers are re-evaluated before the next step.
- If they no longer match the updated audience, they are automatically exited from their current cycle.
Editing Frequency
Editing Frequency
If the new limit is higher (e.g., from one-time to multiple):
- Customers can re-enter if they trigger the automation again.
- Ongoing cycles continue normally.
- Customers already at the new limit will complete their current cycle and will not re-enter.
- Customers are re-evaluated before their next step. Those exceeding the updated frequency are automatically exited.
Auto-exit on Audience/Frequency Mismatch
Auto-exit on Audience/Frequency Mismatch
Editing Scheduling
Editing Scheduling
Editing Exit Rule
Editing Exit Rule
When an exit rule is added or edited:
- Existing customers are re-evaluated before their next step.
- If they now match the exit condition, they are automatically exited from the automation.
Trigger & Actions
Trigger
Trigger
Updating or Changing the Trigger:
- Existing customers already in the automation are not affected.
- The new trigger applies only to new entrants.
Action — Add, Update, or Delete
Action — Add, Update, or Delete
- If a customer has already passed this step, they are not affected.
- The new action or values apply to all customers who have not yet reached that step.
Controllers
Time Delay
Time Delay
Wait for an Event
Wait for an Event
Deactivating an Automation
Deactivating
Deactivating
When deactivated, customer progress is saved. Customers resume from the same step when the automation is reactivated.
Reactivating
Reactivating
When reactivated, customers are re-evaluated based on the following rules:If the customer was in a Time Delay:
- If the wait time has passed while inactive, the next step is triggered immediately.
- If the wait time has not passed, the customer continues waiting as expected.
- If the wait time was edited while inactive, customers waiting in this block resume based on the original duration. The new duration applies only to new entrants.
- If the wait time has elapsed and the event did not occur, the customer is exited.
- If the event happens during inactivity and the wait time has passed, the step is marked as elapsed.
- Events that occur while the automation is inactive are not detected or counted.
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