Manage Profile-Based Automations

This page explains how to activate profile-based automations and apply them to all contacts in the system.

Goal

To activate a profile-based automation and apply it to contact profiles.

Prerequisite

A profile-based automation has been created.

Background

Profile-based automations only work if they are active. Engage does not execute automations with status Inactive.

There are two ways profile-based automations can be executed:

• Automatically: When a contact’s profile is updated via the API or Engage UI, active automations are applied to that contact.

  Note

  Profile changes from imports do not trigger this execution.

• Manually (bulk processing): When you click Apply Automations, Engage applies all automations with status Active and re-applies those with status Applied to all contacts in the system.

Automations are processed based on their defined priority. Once processing is complete, the owner receives a confirmation email.

Activate a Profile-Based Automation

1. In the Main Navigation, go to

   Automations > Automations > Profile-based

2. Select the desired automation.

3. Click Activate.

   ⇒ The automation is now active and will be applied automatically when relevant profile changes occur.

Apply Automations to All Contacts (Bulk Reprocessing)

1. In the same view (Automations > Profile-based), click Apply Automations.

2. Engage applies all profile-based automations with status Active, and re-applies those with status Applied, to all contacts.

   ⇒ This operation may take some time. You will receive a confirmation email once finished.

Important

This action immediately affects all contacts. It cannot be limited to individual automations.