Apply a Segment to an Automation

You can limit automations to specific users or contacts.

Time-based automations

In time-based automations, you limit the impact of the automation to certain contacts or users.

Time-Based Automation v1.0

Event-based automations

In event-based automations, you can limit:

• whether a contact can trigger the event,

• contacts that will be impacted by the trigger.

Some whiteboards require a selection. For example, the automation that you use to send birthday message requires a selection.

All automations provide an input field where you can add a selection.

Event-Based Automation

Procedure

1. Go to Automations > Whiteboards.

2. Create a whiteboard. The interface provides a drop-down list where you choose the type of selection.

Related Topics

Whiteboards