After you have set up your Selector, defined your Actions, it is time to schedule your automation. The Schedule tab has 3 main sections: Run Time, Set to Effect, and Qualification Rules. In this article we will talk about the Run Time selection.

You have 3 options when scheduling your Automation. The first is called Run Once Now. This option will run your automation immediately.  

To run your automation once now, navigate to the Schedule tab and click Run Once Now.

Next, we ask you to confirm the Run Once Now schedule and indicate how many people or accounts will qualify. Click Cancel if you no longer with to run your automation now, or click Run to confirm and run your automation.

That’s it! Your automation is now running! Notice the Automation is in an Active state while it runs: 

Check back later and view the history tab to see the details of what the actions the automation has completed.