At the stage of selecting sender profiles during automation setup, you can choose the method for distributing contacts across the sender profiles.
To do this, you need to select the desired number of sender profiles to be involved in the automation and set the distribution method:
Rotate to a new Sender profile – the contact will be assigned to a profile that hasn't interacted with them before. The system will go through all sender profiles and choose the one that hasn’t had any previous engagement with these leads — essentially starting everything from scratch (e.g., sending a connection request, etc.).
Prioritize Profiles with prior engagement – the contact will be assigned to the profile that has previously interacted with them. So, if there was prior engagement (a message or email was sent), the system will continue the automation from that same sender profile. This is useful when you've already started a campaign and now want to simply continue it.
Fair Balance Rotation – the system will evenly distribute leads between sender profiles — starting randomly but taking the total number of leads into account. For example, if you have 10 sender profiles and you add 2 more, new leads will be assigned to these two until the number of leads is balanced across all profiles.
*this is the default option.
Random Rotation – contacts are assigned randomly across sender profiles with no balancing applied. This might be helpful in some scenarios, especially if you have multiple segments — in this case, the system will distribute completely at random.
With these distribution options, you can now easily restart contacts from the beginning, from any node in the automation. When restarting leads, you can choose to launch them again from the same sender and segment, but the new automation settings will be applied.
Restart Option
The Automation Builder allows you to select one or more contacts at any node and restart the task for them using one of the following options:
Cancel – stops further automation for the selected contacts at the current stage.
Skip – skips the current step and immediately moves the contact to the next one.
Restart on this Node – restarts the contact from the current node (useful when the contact has a Failed or Cancelled status).
Restart from Top – cancels the current task and sends the contact back to the beginning of the automation.
Important Notes:
– The restart function is only available for contacts with the following statuses: in progress, failed, or cancelled.
– Contacts with the status done, skipped, or those who have already completed the full automation cannot be restarted.
– It is not possible to restart contacts from the Segment node (the default node in every automation, marked as node #1).
To access the restart menu, locate the desired node and status, then click the number next to that status.
