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Manage enrollments and activation
Control who can enter your automation, whether they can re-enter, and watch their progress.
Eligibility and re-enrollment, set per automation.
The enrollment settings panel of an automation
1
Open your automation and find its enrollment settings.
2
Set which segment is eligible to enroll.
3
Set the re-enrollment rule: whether a contact who finished or exited can enter again.
4
Use Draft vs Active deliberately: Draft enrolls no one; Active is live. Move back to Draft to edit.
5
Watch progress in the Enrollments view: who has entered and where they are in the journey.
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See every contact's place in the journey.
Tips and good to know
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An "enrollment" is one contact entering and moving through the automation, which is the unit everything here manages.
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Timing in the Enrollments view is phrased plainly ("shortly," "within a few minutes"), never technically.
Common questions
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