Overview
A manual automation is a sequence of steps you switch on yourself, rather than one that fires automatically. You build it once, then enable it on whichever list stacking prospects you choose.
It can send emails, create tasks and notes, notify your team, change a status, or move a property into another automation.
Steps
Part 1: Build the Automation
Step 1: Start a new automation
Under Manual Assignment, click to add an automation.
Step 2: Name it
Enter a name so you can find it later.
Step 3: Choose your timing
Pick how the automation is paced:
Day-based — steps run on day one, day two, or at a specific time
Delay-based — steps run after a delay you set in minutes, hours, or days
You can then set the delay for each individual step. For example, a step can run one minute after you enable the automation.
Step 4: Add your first step
A common first step is an email. To set one up:
Add the sender details and the sending from email address.
Select one of your existing templates, or write the email here.
You can write in plain text, or use rich format to add photos, embedded links, headings, and social links.
You can edit the email while building the automation — you do not have to prepare it elsewhere first.
Step 5: Add more steps
Add as many further steps as you need. You can:
Add a task
Add a note
Notify a team member — and choose which ones
Change the property's status
Assign a team member
Move the property into a different automation
Each step can have its own delay, so you control the order and spacing.
Step 6: Preview your email
Preview the email content to check exactly what your records will receive.
Step 7: Save
Click Save.
Part 2: Enable It on a Property
Step 8: Open a record
Open a property or prospect in List Stacking.
Step 9: Add the automation
Click the button to add an automation.
Select the automation you created.
Click Add to Automation.
The automation is now active on that record, and you will see when it is scheduled to run.
Part 3: Track What Happened
Step 10: Open your automation
Go to Automations, then Manual Assignment, and open the automation you want to check.
Step 11: Check enrollment
Automation Enrollment shows which properties have this automation enabled.
Step 12: Check the detail
Open a specific record to see:
The actions that will be taken
The status of each — pending or completed
The date of execution
Automation activity appears here too once it is available.
Give the automation time to work through its steps before expecting results. You can also open the property itself and check from there.
Important Notes
Manual automations do not start on their own. You enable them on each record, which is what makes them useful for one-off or selective outreach.
Each step has its own delay, so you can space a sequence out over minutes, hours, or days.
Rich format is needed for photos, links, headings, and social links. Plain text is words only.
You can use an existing email template or write the email inside the automation.
Preview before saving. It shows exactly what your records will receive.
Automation Enrollment is where you check who is in an automation, and the per-record view shows what has run and what is still pending.
Steps take time to complete. A pending status is normal shortly after enabling.
Troubleshooting
Your automation has not done anything yet
Check the delay on the first step, and give it time. The per-record view shows whether steps are pending or completed.
You cannot tell which properties are in an automation
Open the automation under Manual Assignment and check Automation Enrollment.
Your email cannot include images
You are using plain text. Switch to rich format.
A step ran in the wrong order
Each step has its own delay. Check the delay on each one rather than assuming they run in the order added.
You want this to happen automatically instead
Manual automations are enabled by hand on each record by design. A different automation type would be needed for something that triggers on its own.
Summary
You built and used a manual automation. Under Manual Assignment you created an automation, named it, chose day-based or delay-based timing, and added steps — an email in plain text or rich format, plus tasks, notes, team notifications, status changes, or a move into another automation. You previewed the email, saved, then enabled the automation on a list stacking record and tracked its progress through Automation Enrollment.