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  • A supporter (identified by their email address) cannot enter a Welcome Series type of automation more than once, even if you stop and re-launch. However, for the Engagement types, such as birthday automations, they can. Additionally, you may leverage the REST API to allow certain supporters to enter a particular automation more than once (but at a maximum once per day), such as to support recurring gift notifications in advance of billing.

  • A duplicated automation would clear its memory of who had entered.

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What are the differences between the Welcomes Series automations and Engagement Automations

  • Supporters can enter Engagement automation types more than once

  • Supporters can enter Engagement automations types even when they’re active in another automation (regardless of the account preferences)

  • Supporters will continue to get broadcast emails even if they are active in an Engagement type automation (regardless of the account preferences)

How do supporters leave an automation?

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  • They get to the Journey End, or end of a branch.

  • They unsubscribe from a link in an automation.

  • They are excluded by any of the filters in your exclusions (for this reason, it is strongly recommended that you exclude for your opt-in, with filter (=N), in case they should opt out form outside the automation).

  • They meet the objective of the automation (for example, they update their credit card for the recurring transaction activity automation).

  • Under the users option you can manually remove individual supporters by clicking on the unsubscribe icon.

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  • A new supporter is one that didn’t exist in your entire database the Engaging Networks account before you launched your automation.

  • If you paused an automation for a day, for example, then those that became new on that day could be missed by the automation since the next day (when you re-launch the automation) they would not be new.

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