Module: Contact management

40 of 44 Pages

Disable or modify an automation process

Advanced license required

Features described on this page require the Xperience by Kentico Advanced license tier.

To disable a process:

  1. Open the Automation application.
  2. Select the process you wish to disable from the list.
  3. On the Automation Builder view, select Disable new triggers.

The process will not longer trigger for new contacts. However, contacts already within the process will continue and complete it.

Modify an automation process with active contacts

Versioning is currently not available for automation processes. If any steps are edited while contacts are actively progressing through the process, the contacts will follow the updated sequence of steps.

You cannot delete steps if the process is currently enabled, or has been enabled in the past and has logged contact statistics. At this point, there may be contacts progressing through the process, and deleting steps could result in unexpected behavior.

If you delete the entire automation process, the contact history is fully cleared, and no further steps will be performed for any contacts currently within the process.

If a contact reaches the last step in a process branch, which is not connected to another step (whether it is a Finish step or not), the process “finishes” and the contact becomes “stuck” in the given step. Even if you add another step to an enabled process later, the contact will not continue.