Deployment, Reporting, & FAQs

• Start or Pause an Automated Program

  Pause your Automated Program to edit it in the Journey Builder, then restart it to apply your changes. You can do this anytime from the Automated Programs Dashboard. Quick Reference (Advanced Users) Start, pause, and manage programs from Automation > Automated Programs. New contacts enter on the schedule set in General Settings: Manually, Immediately, or on a Schedule. Clear program history o...

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• Test an Automated Program

  Before running a new Automated Program, it's a great idea to test it. Here are some suggestions for how to check your work. Essentials to Get Started An Automated Program ready for testing - one without errors Learn how to build programs with the Automated Journey Builder User Guide Your Program Test List – a Marketing List with internal contacts to test your program on You can use your ...

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• Using A/B Tests in Automated Programs

  See which variations of your messages perform best against a random & equally distributed set of program contacts. After a specified test interval, the winning message (determined by the highest clickthrough rate) is then sent to future contacts entering that stage of the program. The ability to select unlimited messages during the test allows you to test simple variables across two messages or...

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• Removing Contacts from Wait Steps Manually

  Sometimes a contact ends up in an Automated Program you don't want them in. A Wait step lets you pause that contact from moving forward, and from there you can remove them from the Program manually. Once removed, the contact exits the program immediately. Why this matters: Without a way to pull a contact out manually, they'd keep moving through every remaining step of a program they shouldn't ...

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• How to View Automated Program Message Reports

  Reports for Automated Program emails live in three places: the Automated Programs Dashboard, Triggered Messages, and Data Studio. Which one you use depends on whether you need a quick look at one program or a deep, exportable dataset. Why this matters: If a message has been removed from a program or replaced, its report can move out of the obvious dashboard view — knowing where to look keeps y...

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• Contacts in Automated Programs – FAQs & Troubleshooting Guide

  Have questions about how your Contacts enter, exit, and progress through your Automated Programs? Read our FAQs and Troubleshooting guidance below! Tip! See our full guide to using Act-On's Automated Programs Dashboard in the Using Act-On's Automated Programs Dashboard article. FAQs How do contacts enter my program? Two different types of contacts enter Automated Programs, each at different t...

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• Should I allow contacts to repeat previously executed program steps?

  This feature can be used for "conditional" automated programs with steps like the following where a list/segment needs to be a reference list (i.e., condition): First step is to wait some amount of time (typically an hour) Second step is a Conditional “If Contact in Marketing List” step Third Step is “Go to Another Step” – which is the Wait Step Take care when doing this, because contacts who...

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• Automated Program User Guide (Classic Editor)

  This article describes our Classic Automated Program Editor, which is no longer actively supported. You cannot create new programs in the Classic Editor. You can, however, edit your existing programs in the Classic Editor. Learn more in the Enhancements to Automated Programs article.Use our newer, simplified Automated Journey Builder to create and manage your automated programs. Automated Progr...

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• Automated Program Classic Editor FAQs

  This article describes our Classic Automated Program Editor, which is no longer actively supported. You cannot create new programs in the Classic Editor. You can, however, edit your existing programs in the Classic Editor. Learn more in the Enhancements to Automated Programs article.Use our newer, simplified Automated Journey Builder to create and manage your automated programs. How is Automate...

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