Searching for contacts
To search for contacts in automations, do the following:
- Ensure Automations > Contact search is selected and that the Contact management page is displayed.
- Under Search by, do the following:
- In the first field, select one of the following search criteria, if available:
- Contact ID (as used in Send).
If selected, enter the Send PK_ID in the next field. - Contact ID (as used in Hub).
If selected, enter the Hub UUI in the next field. - Automation UUID.
- Step UUID.
- Contact ID (as used in Send).
- In the second field, enter the appropriate text, for example, the Hub UUI.
- In the first field, select one of the following search criteria, if available:
- Click Search contacts.
A list of the relevant automations displays. - To view the contact profile details that are used to personalize an automation’s emails, click the Information icon , to the right of the appropriate entry, if required.
Removing a contact from an automation
To remove a contact from an automation, do the following:
- Locate the appropriate entry in the automations list and click Remove this contact.
The Confirm removal window displays. - Click Confirm to remove the contact, or Cancel to abort.
The contact is removed from the automation and you are returned to the Contact management page.