Tutorial: How to Add a Contact to a Specific Point in an Automation
2 min read
Tutorial: How to Add a Contact to a Specific Point in an Automation

Learn how to streamline your automation workflows by adding contacts directly to specific points in your automations with goal actions! This powerful feature saves time by letting you skip unnecessary steps, ensuring your contacts land exactly where they need to be in your automated sequences.

In this video, we'll demonstrate how to:
- Set up a goal action in your automation.
- Configure the goal's conditions for a seamless workflow.
- Apply the tag and manually add a contact to the automation.

Using Boone's Barre & Boxing as an example, we'll show how to jump a new member directly into a welcome series after skipping steps they've already completed.

Perfect for managing email campaigns, follow-ups, or personalized customer journeys, this feature is a must for anyone looking to optimize their automation processes. Watch now to enhance your workflow efficiency!