Use the Exit automation feature to remove customers from an automation at any point.

Exit automation is useful for working with merged splits. Eventually one or more branches might reach a dead end, and that’s where Exit automation comes in handy.

There is no need to insert exit automation at every point where the automation should end, when a contact reaches the bottom, they exit either way.

Use case: Customer hasn’t updated their consent

In this example, we have an automation for new members that need to give their consent. After sending a reminder and still not receiving any response within 1 week the contact should exit the automation (otherwise they’ll receive an e-mail with a “thank you” and a promotion).

1. On the ‘no’ side, click the plus sign and then Exit automation.
2. Click OK to add the event.