---
title: Marketing automation walkthrough - Managing the process
related:
  - https://docs.kentico.com/k11/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:** **Kentico EMS required**
>
> Features described on this page require the **Kentico EMS** license.

You can now test the sample automation process that you created. You can run the process by creating a contact that meets the trigger's conditions.

## 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. Click **New contact**.
3. Modify the values as follows:

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

## Managing the process using the Marketer role

You can fully administer the process through the user account that you used to create the process:

1. Open the **My pending contacts** application.

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

     ![Pending contact](https://docs.kentico.com/docsassets/k11/marketing-automation-walkthrough-managing-the-process/contact_in_process.png "Pending contact")
2. **Edit** () the contact.

You can see the current state of the process for the given contact. The **Move to next step**, **Move to specific step** and **Remove process** buttons are available to you.

![Managing an instance of the sample automation process](https://docs.kentico.com/docsassets/k11/marketing-automation-walkthrough-managing-the-process/managing_automation_process.png "Managing an instance of the sample automation process")

> **Tip:** **Tip**: If you haven't set the wait steps for a short time interval, use the **Move to specific step** button to move to the newsletter steps manually.

## Administering the process using the Process administrator role

Once the instance of the process is in the **Newsletter link decision** step, you can manage the instance through the **Process administrator** role.

1. Log in to Kentico as Matt.
   - Go to _http:///Admin_ and enter _Matt_ as the user name.
2. Open the **My pending contacts** application.
3. Open the **Pending contacts** tab.
4. **Edit** () the contact.
   - You can see the process is in the **Newsletter link decision** step. Note that the contact only stays in the steps if he meets both the conditions.

     ![Contact is currently in the Newsletter link decision step waiting for user to move him to next step](https://docs.kentico.com/docsassets/k11/marketing-automation-walkthrough-managing-the-process/moving_contact_from_newsletter_link_decision.png "Contact is currently in the Newsletter link decision step waiting for user to move him to next step")
5. Click **Choose the next step ->Set the contact's status to prospective client** button.
   - The process finishes.

     ![Moving the contact to the step that changes the contact's status](https://docs.kentico.com/docsassets/k11/marketing-automation-walkthrough-managing-the-process/moving_contact_from_newsletter_link_decision2.png "Moving the contact to the step that changes the contact's status")
6. Switch to the **Contacts** tab.
7. **Edit** () the contact that you created for the process.

   - 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.