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Kentico EMS required
Features described on this page require the Kentico EMS license.
This topic describes how you can add new and delete marketing automation processes.
Open the Marketing automation application.
Click New process.
Choose a name for the new process and type it as the Display name.
Click Save.
Under Start the process, choose one of the following process recurrence options:
Note: Process recurrence determines when the process is allowed to run for each contact.
Warning
If you select the Always as a new instance recurrence option, the system may run multiple unnecessary instances of the process concurrently (depending on the implementation of the process and its triggers). This can lead to increased system load and deliver the same marketing messages to the same contact multiple times.
Once you create a process, you can proceed to working with the process designer or create triggers.
Tip: You can change the recurrence settings of a process at any time by editing the process in the Marketing automation application.
You can delete a running marketing automation process if you want to stop processing its contacts.
You have deleted a marketing automation process and stopped all running instances of the process for contacts. If necessary, you can restore the process on the Objects tab of the Recycle bin application. Keep in mind that restoring a marketing automation process does not restore instances of the process for contacts.