The Automations tab on a contact, lead or workspace

Every contact, lead and workspace has an Automations tab. It lists the automations your business has set up for that kind of record, and what each one is doing for this one.

On a contact: the contact automations, such as birthday texts, automations on a contact's dates and the ones started from a contact. The tab needs the CRM in your plan, with your contacts kept in Marketli. It is not shown on an archived contact or while your account is read-only.
On a lead: the lead automations, such as the reply to a new lead, follow-ups, stage moves and the ones started from a lead. Lead automations come with Website Essentials.
On a workspace: the ones started from a workspace and the automations on a deal's dates or time in a stage. Only your team sees this tab. Clients on the workspace never do.

If your business has no automations of that kind yet, the tab says so. Owners and admins get a link to Automations to set one up.

What each row shows

Each automation shows its name and the same one-line summary as in Automations, then:

Running, with what it does next and when, if it is part way through for this record.
Next, when it would next run for this record, where that can be worked out (a birthday, a contact's or deal's date, a lead's follow-up). Times are in your business's timezone.
Last run: whether it finished, was stopped or failed, and why a step was skipped if one was.

Started by hand: Start and Stop

An automation started from a contact, lead or workspace never runs on its own. Click Start beside it to run it on this record. Marketli runs the first steps straight away and tells you what happened; if a step was skipped, for example because the contact has no phone number, the message says why.

The same automation cannot run twice on one record at the same time: you are told it is already running. Once it has finished, or after you stop it, you can start it again.

These automations have no on or off switch.

Run automation does the same as Start, from somewhere quicker: the contact's Actions menu, the lead's Run automation button, or Workspace actions → Run automation on a workspace. It only lists automations started by hand that have at least one step.

Automatic: on or off for this record

Automations that run on their own (a birthday, a date, a new lead, a follow-up, a stage move, time in a stage) cannot be started here. Instead, each has a switch, On for this contact (or lead, or workspace):

Switch it off and that automation skips this record. Anything it had waiting for them stops at its next step. Other automations still run.
Switch it back on and it runs from then. A date that passed while it was off is not caught up.

Each change is your team's setting, not an unsubscribe. On a contact, each change shows in the contact's history.

An automation switched off for your whole business shows Off for your business, greyed, with no switch. Owners and admins switch it back on in Automations.

Stop

Click Stop beside any automation that is running for this record to end it there. Anything it had still to do for this record is not done. If it is sending something at that very moment, you are asked to try again in a moment.

The Automations card

The Overview of a contact, the Details of a lead and the internal view of a workspace show an Automations card: what is running now and what is due next, with Stop. See all opens the tab. The card is hidden when your business has no automations of that kind.

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