Deployment, Reporting, & FAQs

• Start or Pause an Automated Program

  Pause your Automated Program to edit it in the Journey Builder, then restart it to enable your changes. This can be done anytime in the Automated Programs Dashboard. Start a Program & Add Contacts To start your automated program: Go to Automation > Automated Programs. Hover over the program you'd like to start and click Show dashboard: In the Automated Programs Dashboard, next to Program is...

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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

  Contacts may get into a Program that you don't want. Use a Wait step to pause those Contacts from moving forward, & they can then be manually removed from the Program. Once removed, the contact will immediately exit the program. Here's how: Click Automation > Automated Programs. Find the program that you need to remove a contact from, hover over it, and then click Show dashboard: In Report ...

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• How to View Automated Program Message Reports

  Reports for Automated Program emails are in the Dashboard, Triggered Messages, & Data Studio, as explained in the sections below. The Automated Program Dashboard The Program Dashboard is the most common way to view Automated Program email reports. In Act-On, go to Automation > Automated Programs. Hover over the program you'd like to start and click Show dashboard: In the Automated Programs ...

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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 here. FAQs How do contacts enter my program? Two different types of contacts enter Automated Programs, each at different times: Existing Contacts, who are in your source list...

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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 here.Use our newer, simplified Automated Journey Builder to create and manage your automated programs. Automated Programs let you eliminate manual processes to del...

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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 here.Use our newer, simplified Automated Journey Builder to create and manage your automated programs. How is Automated Journey Builder different from the Classic ...

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