How to Set an Automation to Run Only Once Per Customer

Learn how to configure automations to run only once per customer, preventing duplicate communications and ensuring each customer receives automation actions only once.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage automations (typically organization owners and admins have this permission)
• An automation created (or create one)

Steps

Step 1: Navigate to Automation

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Automations
3. Find the automation you want to configure
4. Click on the automation to open it

What happens next: You'll see the automation editor.

Step 2: Edit Automation

1. On the automation page, click Edit (or find edit option)
2. Automation edit form will open

What happens next: You'll see automation configuration options.

Step 3: Find Only Run Once Option

1. In the automation edit form, look for Only Run Once option
2. This option is typically:
   • In automation settings
   • Near trigger configuration
   • In advanced settings
   • Checkbox or toggle

Note: Only Run Once option prevents automation from running multiple times for the same customer.

Step 4: Enable Only Run Once

1. Enable Only Run Once:

   • Check the Only Run Once checkbox
   • Or toggle Only Run Once to On
   • Option is enabled

2. How it works:

   • Automation runs only once per customer
   • Prevents duplicate communications
   • Tracks which customers received automation
   • Skips customers who already received it

Note: Enabling Only Run Once ensures each customer receives automation actions only once.

Step 5: Save Automation

1. Review your automation configuration:
   • Only Run Once is enabled
   • Trigger is configured correctly
   • Actions are set up
2. Click Save (or Save Automation)
   • Automation will be saved
   • Only Run Once setting is applied
   • You'll see a confirmation

What happens next: Automation will be configured and:

• Runs only once per customer
• Prevents duplicate communications
• Tracks customer execution
• Skips customers who already received it

How Only Run Once Works

When Only Run Once is enabled:

1. First execution:

   • Automation runs when trigger conditions are met
   • Customer receives automation actions
   • Execution is recorded

2. Subsequent triggers:

   • Automation checks if customer already received it
   • Skips execution if customer already received it
   • Prevents duplicate communications

3. Tracking:

   • System tracks which customers received automation
   • Execution history shows customers
   • Prevents re-execution

Tips

• Use Only Run Once for welcome emails, onboarding, etc.
• Prevents duplicate communications
• Improves customer experience
• Reduces email fatigue
• Review execution history to verify

Troubleshooting

Problem: I don't see Only Run Once option Solution: Check that:

• You're editing the automation (not just viewing)
• Only Run Once feature is available
• Automation editing is working

Solution: Make sure you're editing the automation. Contact support if Only Run Once isn't available.

Problem: Automation is running multiple times Solution: Check that:

• Only Run Once is enabled and saved
• Automation is configured correctly
• Execution tracking is working

Solution: Verify Only Run Once is enabled and saved. Check automation configuration.

Problem: I want automation to run multiple times Solution: To allow multiple runs:

• Disable Only Run Once option
• Save automation
• Automation can run multiple times per customer

Solution: Disable Only Run Once if you want automation to run multiple times per customer.

Problem: Execution history shows duplicates Solution: Check execution history:

• Verify Only Run Once is enabled
• Check if automation was edited
• Review execution tracking

Solution: Verify Only Run Once is enabled. Check execution history and automation configuration.