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How to schedule Automations

Learn the difference in Manual and Automatic for Automations

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated over a week ago

The difference between Automatic and Manual Automations

Automatic: If you select the (Automatic) option, messages will be sent as soon as the automation schedule dictates. For example, if you had a message for the "At Event" for an automation, it would send as soon as it was triggered.

Manual: If you select the (Manual) option, messages are created and scheduled as in the Automation option. However, they do not send. Instead, these messages are put into drafts in a "Paused" state and need additional verification before sending.

To have these messages sent, head to the Drafts tab and select the paused message. Under the "..." options on the message will be an option to unpause the message.

When to use Manual Automations

Using Manual Automation is helpful when you want to test your Automation before fully enabling it, or when you want to enroll someone in an Automation after the normal trigger date.

At this time, messages will be created by the Automation, but will not send immediately. Most Pyn automations are designed to be Automatic. However, when you first run an Automation you may wish to check the rule is configured correctly and that your source systems are correct. The Manual mode allows you to review the messages until you are confident to switch to Automatic.

If you have an automation set to Manual and would like to change it to Automatic click on the automation header and use the (...) menu to select "Edit Automation" to update your preference to automatic.

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