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Found under Hello > Account Settings > Marketing Automations.

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Allow priority to be managed in Marketing Automations (if checked, supporters can only be on one Automation at a time): With this setting enabled, users will be able to drag and drop automations into a priority order in the marketing automation dashboard. If supporters qualify for more than one automation at the same time, they will only ONLY be added to the automation with the higher priorityHigher Priority.

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If it is disabled, supporters can be on multiple automations at the same time.

Include supporters, active in journeys, to all outbound email broadcasts: With this setting enabled, supporters who are on a marketing automation will be included in broadcast emails. If the setting is disabledisabled, supporters will be excluded from all broadcast email emails if they are on a marketing automation.

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The account setting ‘include supporters, active in journeys, to all outbound email broadcasts’ must be enabled in order for supporters to be included at the automation level

If 'Exclude supporters on this automation in messaging broadcasts’ broadcastssupporters will not receive broadcast emails if they are in the select marketing automation.

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With the account setting enabled, Users will see something like this when sending a broadcast email.

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Settings chart

Account setting (include supporters active in journeys)

Broadcast setting

Automation setting

Behavior

CHECKED

INCLUDE (cannot be changed - locked by account setting)

INCLUDE

Supporters active in this automation will be included in broadcast emails

CHECKED

INCLUDE (cannot be changed - locked by account setting)

EXCLUDE

Supporters active in this automation will be excluded from broadcast emails

UNCHECKED

INCLUDE

INCLUDE

Supporters active in this automation will be included in broadcast emails

UNCHECKED

DON'T INCLUDE

INCLUDE

Supporters active in this automation will be excluded from broadcast emails

UNCHECKED

INCLUDE

EXCLUDE

Supporters active in this automation will be excluded from broadcast emails

UNCHECKED

DON'T INCLUDE

EXCLUDE

Supporters active in this automation will be excluded from broadcast emails

What kind of automation should I make?

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