Adding Program Stages

Within the automation program builder, use the program menu to add or remove contacts from automation programs. This can be used to chain several programs together and helps you organise complex programs into simple and reusable pieces.

Adding an add to program stage

A contact that is processed through this stage will be placed into the selected program.

  1. Drag the add to program stage from the programs menu to the canvas.

  2. Select the stage on the canvas to open the editor pane.

  3. In the editor pane, press the select program button to open a popup window with your available automation programs.

  4. Select the program to which contacts arriving at this stage are to be added.

  5. Press the save draft button to save without publishing your automation program.

  6. When you are ready to publish your program, press the publish program button.

    Note: the campaign must be published for the stage to be valid.

Adding a remove from program stage

A contact that is processed through this stage will be removed from the selected program.

Note: this stage is not required as an end of program stage; all contacts automatically leave the program at the last given stage.

  1. Drag the remove from program stage from the programs menu to the canvas.

  2. Select the stage on the canvas to open the editor pane.

  3. In the editor pane, press the select program button to open a popup window with your available automation programs.

  4. Select the program from which contacts arriving at this stage are to be removed.

  5. Press the save draft button to save without publishing your automation program.

  6. When you are ready to publish your program, press the publish program button.

    Note: the campaign must be published for the stage to be valid.