You can limit automations to specific users or contacts.
In time-based automations, you limit the impact of the automation to certain contacts or users.
In event-based automations, you can limit:
whether a contact can trigger the event,
contacts that will be impacted by the trigger.
Some whiteboards require a selection. For example, the automation that you use to send birthday message requires a selection.
- Go to Automations > Whiteboards.
- Create a whiteboard. The interface provides a drop-down list where you choose the type of selection.