You can add one particular prospect or a whole list to any active automation flow in your account. When adding prospects manually, you can select from which step they need to start.

Add prospects individually

  1. Open the needed prospect's page, click on the Automation button.
  2. Select the needed automation from the list.
    If you want the prospect to start the flow not from the beginning, but from a specific step, click Enroll on a specific step button and choose the needed step.
  3. Click Enroll Now button to start the automation for the prospect right away, or Schedule Enrollment to select the date of the start.

Note: the automation needs to be ON.

Add prospects in bulk

  1. Navigate to the Prospects page and select the needed prospects.
  2. Click Manage prospects > Enroll in automation.
  3. Choose the needed automation from the drop-down list.
    If you want the prospects to start the flow not from the beginning, but from a specific step, click Enroll on a specific step button and choose the needed step
  4. Click Enroll Now to start the automation right away, or Schedule Enrollment to select the date of the start.

Did this answer your question?