When editing an automation that is already running, it is important to understand that certain categories of changes can affect its algorithm and lead to system errors. Below are the main rules and consequences of editing active processes.
The main operating principle: the "Waterfall"
The way any automation works in the system is based on the waterfall principle.
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The contact starts moving from the highest point (from the segment) and gradually goes down, performing tasks in the set order.
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If a contact has already passed a certain node and moved lower, no changes or new nodes added above their current position will affect them.
Adding a Sender Profile
If you add a new sender profile to an automation that is already running, the distribution algorithm will depend on the status of the contacts:
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For new contacts: All contacts added to the automation after the new sender is attached will automatically be distributed among all available profiles.
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For current contacts: Contacts that were uploaded earlier will remain assigned to their old senders.
How to redistribute current contacts to a new profile:
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In the sender settings block, choose the Random Rotation distribution type.
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Choose the node you want to start the redistribution from.
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Click the number next to the In progress status, select the required contacts, and apply the Restart from top function.
🟡 Note: We recommend redistributing only those contacts for which the key actions have not been performed yet. Do not restart from the start contacts that have already passed the Send Connection Request or Send Message node, to avoid duplicate communication.
Deleting a Sender Profile
If you delete a sender profile from an active automation, the system will ask how exactly to handle its current active tasks and will offer three options to choose from:
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Do nothing, I want this tasks to be active: The current contacts already assigned to this sender will keep working, and all tasks scheduled for them will be performed. New contacts will no longer be distributed to this profile.
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Cancel all active tasks: All tasks scheduled within this automation for the contacts assigned to this profile are cancelled immediately, and their further movement stops.
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Restart this Automation for contacts: Contacts that were assigned to the deleted profile will automatically be moved to the very beginning (to the segment) and restarted. The system will distribute them among the other available senders in this automation.
Adding and editing nodes
Given the waterfall principle, contacts that have already moved deeper into the automation will ignore a new node if it is added above their current stage. At the same time, all new contacts that enter the process later will definitely pass through this new node.
Deleting nodes
Deleting nodes in an active process requires caution, as it directly affects the contacts currently in progress.
Since the system node the contacts were tied to disappears, they lose their bearings. Contacts with the In progress status in this node will have it changed to Canceled or Failed, and they completely stop their further movement through the algorithm.
Solution
Before deleting a node, make sure all contacts have finished performing tasks on it.
For contacts with the In Progress status:
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Click the clickable number next to the status.
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In the modal window, select all contacts.
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Click Skip to move the contacts to the next node.
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Wait 3-5 min for the move to complete.
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Refresh the page and make sure no contacts are left in the In Progress status, then delete the node.