Organizing your automations

You can organize your Automations overview page by filtering automations by status and label. You can also sort this page by automations with the highest activity, automations that were last edited, alphabetical order, and more.  Doing so makes it easy to quickly locate automations that share a specific label or status.

How to filter automations by status

Automations can be filtered by the following statuses:

  • All: Will include both Active and Inactive automations. This filter option is set by default.
  • Active: Will include automations that are currently "On." Contacts can be added to these automations each time they meet the conditions to do so. In addition, the green dot for each automation listed on the Automations overview page indicates an "Active" status.
  • Inactive: Will include automations that currently "Off." Contacts cannot be added to these automations. In addition, the red dot for each automation listed on the Automations overview page indicates an "Inactive" status.  

To learn how to filter an automation by status, follow these steps:

1. From the Automations overview page, click the "Status" dropdown.

2. Click the status you would like to filter automations by:

The Automations overview page will show all automations with that status:

How to filter automations by label

Automations can be filtered by any label you create. 

To learn how to filter automations by label, follow these steps:

1. From the Automations overview page, click the "Labels" dropdown.

2. Click a label you would like to filter your automations by.

The Automations overview page will show all automations with that label:

How to reorder automations

You will need the New Navigation update in order to use this sorting function.

Click here to learn more.

You can use the "Sort by" dropdown to reorder automations by the following: 

  • Last Edited
  • Highest Activity
  • Oldest Created
  • Newest Created
  • Alphabetical A-Z
  • Alphabetical Z-A

To learn how to sort automations, follow these steps:

1. From the Automations overview page, click the "Sort By" dropdown.

2. Click a condition to sort your automations by:

Your automations will automatically sort:

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