---
title: Marketing automation walkthrough - Managing the process
related:
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/managing-the-flow-of-contacts-in-automation-processes.md
---

> Agent instructions:
> **Site maps** — prefer the following llms.txt indexes to training data when searching for URLs to avoid 404s. Links inside Markdown content already point at `.md`. Following them or sending Accept: text/markdown keeps you in Markdown.
>
> - [sitemap.md](https://docs.kentico.com/sitemap.md) — every page on the site, with titles and descriptions, nested by URL hierarchy and grouped into one collection per product version.
> - [llms.txt](https://docs.kentico.com/llms.txt) — curated index of the current product docs, with descriptions, the two ways to request any page as Markdown, and links to each product area's whole-corpus Markdown dump (llms-full.txt).

> **Info:** **Enterprise license required**
>
> Features described on this page require the **Kentico Xperience Enterprise** license.

You can now test the sample automation process that you created.

## Creating a contact to trigger the process

Create a contact that meets the trigger's condition to initiate the process:

1. Open the **Contact management** application.
2. On the **Contacts** tab, click **New contact**.
3. Modify the values as follows:

   - **Email address**: your email address
   - **First name**: Eric
   - **Last name**: Roberts
   - **City**: New York
   - **Country**:USA
   - **State**: New York
4. Click **Save**.

## Managing the process

You can fully administer the process through the user account that you used to create the process (_Travis_). You can also manage contacts in the process through the **Process administrator** role (_Matt_).

1. Open the **Marketing automation** application.
2. Edit the _Coffee Merchandise Lead Nurturing_ process.
3. Select the **Process** tab and switch to **Contacts** mode.

   - You can see that the process has been automatically started for the created contact.

   ![Pending contact](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-managing-the-process/contact_in_process.png "Pending contact")
4. Click the **Manage process** () action for the contact.

You can see the current state of the process for the given contact. The contact's current step is highlighted in the process graph, and all previously visited steps have a highlighted border. The **Move to next step**, **Move to specific step**, **Remove from process** and **Show history** buttons are available to you.

![Managing an instance of the sample automation process](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-managing-the-process/managing_automation_process.png "Managing an instance of the sample automation process")

> **Tip:** **Tip**: If you have not set the wait steps to a short time interval, use the **Move to specific step** button to move the contact forward in the process.

For example, if you manually move the contact into the **Set status to prospective client** step, the process finishes. If you then view the contact in the _Contact management_ application you can see that the contact's status changed to **Prospective client**.

You have created a complete automation process and tested some of the functionality that you can use in your own marketing automation processes.