How to Add Contacts to an Automation Flow

You can manually add contacts to any automation flow, even if they didn’t meet a trigger condition. This is helpful for bulk adding leads, onboarding users, or testing your flow.

Method 1: Bulk Add from the Contacts Page #

1. Go to Contacts
   • Navigate to the contacts section at the left hand corner.
     
2. Select the Contacts
   
   • Use the checkboxes next to the contacts you want to add.
     
   • Once at least one contact is selected, a blue “Add to Automation” button will appear.

3. Choose the Automation Flow
   
   • Click “Add to Automation”.
     
   • Select the specific flow you want to add the contacts to.
     
   • Click OK to confirm.
     

Method 2: Add from a Contact Profile #

• Open any individual contact profile.
  
• Select the “Add to Automation” option inside the profile.
  
• Select the desired flow and confirm.

This manual method is great for testing flows or enrolling contacts who didn’t go through a standard trigger like a form or tag.