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Apply a Profile-Based Automation
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Goal
To apply a profile-based automation to change the profiles of all contacts in the system.
Prerequisite
Create a new profile-based automation.
Activate the profile-based automation. See Activate Profile-Based Automation.
Background Information
When you click the Apply Automations button, Engage applies all automations with the status Active and reapplies all automations with the status Applied.
This immediately affects all contacts in the system.
The priority determines the order in which the profile-based automations are applied.
You cannot apply profile-based automations individually.
Procedure
In the Main Navigation, click Automation.
⇒ The Whiteboard Overview window opens.Click the Profile-based tab.
⇒ The Profile-based Automations Overview window opens.Click the Apply Automations button.
⇒ Engage applies all automations with the status Active and reapplies all automations with the status Applied. This can take a long time. When the automation is finished, the owner receives a notification email.