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See why contacts appear in the Skipped column of your automation stats, and how to enroll them anyway.

When are contacts skipped from automations?

Wondering why a certain client didn't enter an automation? Find out some common reasons.

Why didn’t my contact enter the automation?

Add a segment of existing contacts to a running automation from the Add Contacts button.

How do I enroll a segment into an automation?

Export the contacts in an automation as a CSV: those enrolled, those who ever enrolled, or those who met a goal.

How do I export contacts enrolled in an automation?

Send an automation email to a contact who isn't in the automation, using Quick Send.

Can I send a client an automation email if they aren't in the automation?

See what happens to scheduled messages, tasks, and new contacts when you pause an automation.

What happens when I "pause" my automation?

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Why didn't they enter? Quick answers on skipped contacts, enrolling segments, exports, and pausing.

Automation FAQs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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