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Question

Smart File questionnaire not attaching to more than one automation

  • March 3, 2024
  • 1 reply
  • 6 views

Denise O'Malley
Luminary
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I’m setting up separate automation paths for the different lead sources we have.  Once we get to a certain point, the automation is pretty much the same.

We have created a smart file questionnaire to get details of what a client wants in their wedding ceremony and it’s awesome… except it won’t attach to more than one automation path!  Am I doing something wrong.

Here’s an automation where it works:

Here’s an automation where it will NOT allow me to attach it:

 

Do I have to set up multiple smart file questionnaires - one for each automation path - in order to get this to work??

1 reply

Denise O'Malley
Luminary
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Well, I figured it out myself (eventually).  I had to exit without saving the work I’d done and then start over. That time it worked!