Does this mean they “exist” at muliple “nodes” in the Automation?
And could potentially get multiple copies of the emails in it?
What is the simplest way to prevent this if the user is being added elsewhere (not a Trigger in the Automation)?
I’m thinking I’d put a test in the beginning the Automation (if in Automation then exit).
If I check “If user is In this Automation” and if so send to END this automation, will it also END their other “instance” in the Automation? (I.e., the enter are still in it, and enter again and I send them to “end” this time. Are they still in the Automation at their previous “node”?
Is there any way to see what automations have someone in them more than once?
Does the (#) in the Automation name in the Subscriber’s record indicate they are in the Automation more than once?
– This is correct. This number indicates the number of times the contact has entered the automation.
Does this mean they “exist” at multiple “nodes” in the Automation? And could potentially get multiple copies of the emails in it?
– Possibly, it depends on when the contact enters the automation. If the contact enters an automation on Monday and then again on Wednesday, the instance on Monday would put the contact further along in the automation. You can see how far along a contact is in an automation (especially if they’re in more than once) by clicking on the automation name on the contact record. See here: http://screen.ac/2G3Z2U2g0O0j. You can also use this view to “end” one of the contact’s instances if they are in multiple times.
What is the simplest way to prevent this if the user is being added elsewhere?
– The simplest way to prevent this is to add an if/else condition at the beginning of the automation checking to see if the contact is currently in that automation. See here: http://screen.ac/2O3P2P2f2x1U.
– It’s also a good idea to evaluate all the ways in which your contacts can enter your automations to avoid this kind of duplication. You can always schedule a 1 on 1 session with the Success Team to talk through automation strategies and best practices.
If I check “If user is In this Automation” and if so send to END this automation, will it also END their other “instance” in the Automation?
– It will not end the other instance, only the current one if the contact meets the conditions in the if/else at that time.
Is there any way to see what automations have someone in them more than once?
– You can only view this information on the contact page.
I tried this but it just kicked out the test user immediately (probably because they are currently in the automation if they are reaching that if/else even if it’s at the beginning).
Is there other methods to keep people from entering an automation they are already in?
Hi Courtney, after reading your answer I have a doubt.
If the user is multiple times in the same automation, at different “nods”, is it possible to remove the contact from one of those multiple times only? and not completely from all the times it has subscribed?
So if the user is currently 3 times in the automation,remove only one of those 3 subcriptions?
I think, and what I’m going to do, is set an If statement–if user has received email, then skip that step (where they would be sent the email a second time). Hopefully that will work.
Hello there! I wanted to jump in and share another great alternative to prevent contacts from entering twice to an automation:
Add and If/else condition right after the trigger, looking for the tag “has been in x automation”
Then, for the yes path, “end automation”.
For the no path, add that same tag “has been in x automation” and continue with the rest of your automation.
This will make sure your contacts get tagged the first time that they enter an automation and if they enter a second time, they will get out immediately. Here is an example I built on my account: Zight 2024-4-11 at 11.00.21 AM. Hope this helps!
