How to set up a contact automation to add contacts to lists

Check these things:

• The contact automation is enabled (toggle should be on)
• The contact booked the specific event type the contact automation is set up for
• You enabled the contact automation before they booked

If you see the contact is already on the list, the automation worked. Contact automations won't add someone twice if they're already on the list.

No. Contact automations, mappings, and changes to them only apply to new bookings made after you set them up. If a contact booked before you created the automation or mapping, they won't be affected.

Changes to existing automations also only apply to future bookings—contacts who already booked won't be updated. This protects your existing contact data from changing unexpectedly.

If a contact books multiple times and an automation adds them to the same list, they stay on the list once. They're not added multiple times.

You can create separate contact automations for different event types, each adding to different lists.

Example:

• Sales Demo automation adds contacts to "Sales Prospects"
• Support Query automation adds contacts to "Support Tickets"

Yes. You can always manually add or remove contacts from lists. Automations are just a way to do it automatically. See How to manage contact lists for details.