The note object adds a date stamped note with standardized comments to a contact history. They are often used to mark a relationship milestone.

Please note! Each note object must be configured individually. They cannot be re-used in multiple sequences or at more than one point in the same sequence. Note objects are not archived. If you delete a note object from a sequence, it can only be restored if you restore a previous version of the entire automation.

1. Click on the sequence you wish to edit or double-click to open.
   
2. Add an Apply a note "then" onto the canvas.
   
3. Select an "Action Type" from the drop-down.
   
    
4. Give your note a "Title"
   
5. Enter a "Description". Drag the bottom right corner to give yourself more room. 
   • The description should be generic since this note is applied automatically to all of the contacts who reach this point in the sequence.
     
      
6. Select a user to attribute this note to. The user name will show up along with the note in the contact history.
   
7. Click Save and Done when you are finished