Go to CRMView Contacts




Select Contacts: Check off the contacts you want to add to the automation, or use the Advanced tab to filter your search.




Then, click the Actions button, and select Add to Automation.



Automation Name: Select the name of the Automation by clicking the dropdown arrow (these are configured in MarketingAutomations)





Start Date: Choose whether you want to start the automation Immediately or At a Later Date.


 


* If you choose Start A Later Date, a calendar widget will open, allowing you to select a date. 




Then select Okay.