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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)

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