Automation
How to Move a Contact Forward in an Automation
Last Updated: February 16, 2026This guide walks you through how to manually advance a contact to the next step of an automation when they’re stuck in a holding pattern (like a time delay). This is most commonly used when you’re actively communicating with a recruit and don’t want to wait for the system’s scheduled send time. 💡 This process...
Ensuring Compliance with Automated Communications in Market Center Sites
Last Updated: September 4, 2025Automated communication is one of the most powerful features inside Market Center Sites. But with that power comes serious responsibility. Every email and text message sent to a recruit must comply with local, state, and federal regulations, including (but not limited to) the Telephone Consumer Protection Act (TCPA). Failing to follow these laws can lead...
Updating User Roles within the Market Center Sites System
Last Updated: August 27, 2025When an account User with administrative access is added to your Market Center site, it’s important to update all related automations and assignments. This ensures that form submissions, lead routing, and task notifications are still directed to the right person. This guide walks you through how to reassign workflows and automations to a new user....
Disclaimer About Customizations
Last Updated: July 9, 2025The standard automation we’ve built into your recruiting website has been tested time and time again by hundreds of KW agents using this platform. Because of that, we know roughly what results the automation will produce. Many subscribers have asked for the ability to customize automations and even make changes to the site itself. With our...