General Behavior
- Changes do not affect customers already in the automation, unless stated otherwise.
- Newly enrolled customers will follow the updated version.
- If “Auto-exit on audience or frequency mismatch” is enabled, existing customers will be 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’s not a draft.
Settings
Editing Audience
Existing customers:- Customers already inside the automation will stay and continue their flow.
- The 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’ll be automatically exited from their current cycle.
Editing Frequency
If the new limit is higher (e.g., from one-time to multiple):- Customers can now re-enter if they trigger the automation again.
- Ongoing cycles continue normally.
- Customers inside the automation and already reached the new limit will complete their current cycle, and won’t re-enter.
- Customers are re-evaluated before their next step. Those exceeding the updated frequency will automatically exit the current cycle.
Auto-exit if audience/frequency mismatch
When enabled:- Existing customers are re-evaluated before each step.
- If they no longer match the audience or have exceeded their entry frequency, they are automatically exited from the automation.
- Customers will continue their journey without re-checks once they start a cycle, even if they no longer meet the original criteria.
Editing Scheduling
Start Date: It can be edited if it hasn’t passed yet. End Date: It can be changed anytime, regardless of the campaign status.Editing Exit Rule
When added or edited:- Existing customers are re-evaluated before their next step.
- If they now match the exit condition, they’ll be automatically exited from the automation.
Trigger & Actions
Trigger
Updating/Changing Trigger:- Existing customers already in the automation are not affected.
- The new trigger applies only to new entrants.
Action
Add, Update, Delete Action:- If a customer has already passed this step, they won’t be affected.
- The new action or values will apply to all customers who haven’t reached that step yet.
Controllers
Time Delay
When updated:- Customers already waiting in this step follow the original delay.
- The new delay applies only to new entrants.
- All customers currently in this step will be exited from the automation.
Wait for an Event
Updating the duration:- Existing customers continue based on the original duration.
- The new duration applies to new entrants.
- Allowed only in draft.
- Once the campaign is set live, this can no longer be changed.
- All customers in this step will be exited from the automation.
Deactivating an Automation
Deactivate an automation
When deactivated:- Customer progress is saved — they will resume from the same step when the automation is reactivated.
Reactivate an automation
When reactivated, customers will be re-evaluated based on the following rules:-
If the customer was in a Time Delay:
- If the wait time has passed while it was 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 who were waiting in this block resume based on the original duration. The new duration applies only to new entrants.
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If the customer was in a Wait for Event:
- If the wait time has elapsed and the event didn’t occur, the customer will be exited.
- If the event happens during inactivity and the wait time has passed, the step will be marked as elapsed.
- Events that occur while the automation is inactive are not detected or counted.