Add or Remove a Contact from an Automation

Contacts enter an automation when its trigger fires, such as when they get a tag or book an appointment. You can also add or remove contacts yourself, one at a time or several at once.

See a Contact's Automations

1. Visit redbeltgym.com.
2. Sign in to your account.
3. Click Contacts in the left-side menu, then search for the contact and click their name.
4. Under Messages & sales, click Automation. Assigned automations lists the automations the contact is in or has completed, when they were added and whether they were added automatically.
5. Click View to open the automation.

Remove One Contact from an Automation

On the contact's Assigned automations list, click the ⋮ button on the automation, then click Remove from automation.

Add or Remove Several Contacts at Once

1. On the Contacts page, tick the box next to each contact.
2. Click Automation, then choose Add to automation or Remove from automation.
3. Choose the automation and confirm.

See Send Bulk Messages and Updates for more about selecting contacts.

Move Contacts with an Automation Action

Use this when one automation should hand a contact off to another. For example, when a lead gets the Showed & Sold tag, remove them from your lead follow-up automation and add them to your new student welcome automation.

1. Open an automation in the builder, or create a new one. See our article on creating an automation.
2. Click Add action, then choose Automation.
3. Choose Add to automation or Remove from automation.
4. Under Select automation, choose the automation.
5. Click Save, then Publish the automation.