After connecting sender profiles, importing contacts, and creating your automation, the next step is adding contacts to the automation to begin operating.
There are several ways to do this:
During the automation setup stage
Once you have created a sequence and added the required number of sender profiles, the next step is to add contacts either directly from the CRM or through imports. You can find more details in this article.
The following methods apply to automations that have already been created:
Manual addition within the automation
Above each segment, you’ll find the “Add contacts” button. Clicking it opens a window with a list of contacts and available filters. Use the filters to find the right contacts and add them to the automation. You can add contacts separately for each segment and at any time.
Auto filter
Another method is to set an auto filter at the segment level. This feature automatically adds contacts to the campaign based on specified criteria. As soon as a contact matching the filter conditions appears in the CRM, it will be immediately added to the automation.
Adding via the CRM
In the CRM section, filter your contacts according to your needs => select all or a specific number => click “Send to automation” and choose the desired automation.
Note: When using this method, contacts will only be added to #1 Segment. So if you have multiple segments, this method may not be suitable.
