How to configure end automation settings

Last updated: April 8, 2025

Overview

You can stop a contact from moving through an automation based on criteria you specify, such as the contact purchasing a certain item or subscribing to another list of yours, with end automation settings.

Read on to learn about pulling contacts out of automations with end automation settings.


What are end automation settings?

End automation settings are conditional logic criteria that you set to determine when a contact should stop moving through an automation and are available on all automation triggers.

Each node in an automation is scheduled as soon as contacts trigger the automation. For example, let's say you have an active order placed automation that starts with a conditional split to check for certain items in the order, then an email node > wait node > second email node under each path.

When contacts place an order, the automation creates a schedule for the actions in the automation. First (nearly instantly), the automation checks the conditional split to determine which path they should go down. Then, the first email is sent, and the second email is scheduled to be sent at the time determined by the wait node. These actions are all scheduled when the automation is triggered.

Screenshot of the example automation with labels on each action

The second email contains a call to action inviting contacts to place another order. But if contacts place another order before receiving that second email, the second email might feel overbearing.

This is where end automations come in handy: you can configure them to end the automation for contacts as soon as they place another order after entering the automation, sparing them that second email.


Configure end automation settings

To configure end automation settings for your automation:

  1. Add a trigger to your automation

  2. Under your trigger's settings, click Edit next to End Automation

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  3. Set your criteria

  4. Click Save

To edit end automation settings:

  1. Click your automation's trigger

  2. Click Edit next to End Automation

  3. Make your desired changes

  4. Click Save

To remove end automation settings:

  1. Click your automation's trigger

  2. Click Edit next to End Automation

  3. In the upper right corner, click Remove all

  4. Click Save


End automation setting options

Configuring end automation settings is very similar to configuring segments or conditional splits. You can add multiple AND/OR statements to your end automation settings.

Review the table below for all available end automation setting options:

Option

Operator

Description

Average Order Value

Is equal to, Is less than, Is greater than

Average order value for a contact across all stores in an account. Values must be entered with a decimal place and cents ( 100 will cause an error, 100.00 will be accepted)

Country

is, is not

Country entered in contact's profile in your eCommerce store

Custom field

See description

  • Is - The text or date in the custom field on the contact's profile exactly matches the text entered in the segment builder

  • Not - The text or date in the custom field on the contact's profile is null or anything other than the text entered in the segment builder

  • Contains - The text or date in the custom field on the contact's profile contains all of the text entered in the segment builder

  • Does Not Contain - The text or date in the custom field on the contact's profile is null or does not contain all of the text entered in the segment builder

  • Starts With - The text or date in the custom field on the contact's profile begins with all of the text entered in the segment builder

  • Ends With - The text or date in the custom field on the contact's profile ends with all of the text entered in the segment builder

  • Greater Than - The number or date in the custom field on the contact's profile is greater than the number or date entered in the segment builder

  • Less Than - The number or date in the custom field on the contact's profile is less than the number or date entered in the segment builder

  • In - The number or date in the custom field on the contact's profile matches at least one value entered in the segment builder

  • Not In - The number or date entered in the contact's profile for the selected custom field is null or does not match at least one value entered in the segment builder

  • In the last* - The date entered in the contact's profile for the selected custom field is in the last X days or months

  • Not in the last* - The date entered in the contact's profile for the selected custom field is NOT in the last X days or months

  • Before the last* - The date entered in the contact's profile for the selected custom field is before the last X days or months

Device

  • Is, Not

  • Desktop, Mobile, Tablet

Contact device used 

Email

Is, Not, Contains, Does Not Contain, Starts With, Ends With

Contact email address

Email Consent

Subscribed, Unsubscribed, Never Subscribed

Contact's subscription status

Event Tracking

  • Triggered event, did not trigger event, visited site, not visited site

  • And visited site, and generated conversion, and event date

  • Is, not, contains, does not contain, starts with, ends with

Contact's interaction with an event

First Name

Is, Not, Contains, Does Not Contain, Starts With, Ends With

Contact first name

Forms

Signup by form, Not signup by form

Contact's signup method

In automation

Is in automation, not in automation

Contact's current presence of absence in a specified automation (not retroactive; this condition looks at whether the contact is or isn't in the automation as of the time the automation with end automation settings was triggered)

Last Name

Is, Not, Contains, Does Not Contain, Starts With, Ends With

Contact last name

Lifetime Value

Is equal to, Is less than, Is greater than

Lifetime value of a contact across all stores in an account. Values must be entered with a decimal place and cents ( 100 will cause an error, 100.00 will be accepted)

List

Is on list, Not on list

Contact's presence or absence on a specified list

Phone

Is, Not, Contains, Does Not Contain, Starts With, Ends With, Exists, Does Not Exist

Contact's phone number's digits

Signup Source

  • Was, Was Not

  • API, import, integration, manual, SMS keyword, web form

Contact opt-in type

SMS Consent

Has, Does Not Have

Contact's SMS consent status

Subscriber activity

Opened, clicked, did not open, did not click, sent, did reply, did not reply, last site visit, last product view, last added to cart

Contact's interaction with campaign and automation messages, and website activity

Subscription Date

Is, Is After, Is Before, In the Last, Not In the Last, Before the Last

Contact opt-in date

Tag

Has tag, does not have tag

Contact profile's tags

Zip/Postal

Is, Not, Contains, Does Not Contain, Starts With, Ends With, In, Not In

Zip code stored in the contact's profile (to search multiple Zip/Postal codes select In or Not In and separate multiple zip codes with commas)

eCommerce integration (Shopify, BigCommerce, custom integration)

See segment options for your eCommerce integration here.

*Contacts with incorrectly formatted dates in their custom fields (i.e., with timestamps) will not be included in segments using these conditions.