How do I see all contacts in an automation?

This article walks you through different ways to view contacts that entered your automation. 

Option 1: Automation workflow builder

This option displays a list of contacts that entered your automation and is accessed from the Automation Builder. This list includes contacts that are currently in your automation and contacts that completed your automation. 

Note that this list does not show duplicative entries made by a contact. 

1. Click Automations on the left menu.
2. Locate the automation you want to view.
3. Click the automation name or “Edit” button.
4. Click the “View Contacts” button. 

Option 2: All Automations report

The All Automations Report includes a list of all automation entries made by contacts. This includes  contacts that are currently in your automation and contacts that completed your automation. It also displays duplicate entries. 

1. Open the “All Automations” report. To do so, you can either:
   • Click Automations on the left menu, then click All Automations on the left panel - or -
   • Click Reports on the left menu, click the Automations section on the left panel, then click "All Automations"
2. Locate the automation you want to view.
3. Click the ellipsis.
   
4. In the modal window that appears, click the “Automation Contacts” option. 
   

A list of contacts that entered your automation will display. 

Option 3: Automations Performance report

This option also includes a list of all automation entries made by contacts. This includes contacts that are currently in your automation and that completed your automation. It also displays duplicate entries. 

1. Open the “Automations Performance” report. To do so, you can either:
   • Click Automations on the left menu, then click Automations Performance on the left panel OR
   • Click Reports on the left menu, click the Automations section on the left panel, then click Automations Performance
2. Click the automation you want to view.
3. Click “Contacts” on the left panel.
    

Option 4: Advanced Search

You can use the Advanced Search tool to view a list of contacts that entered your automation. This includes contacts currently in your automation and that have ended your automation. 

1. Click Contacts on the left menu.
2. Click the “Advanced Search” button located in the search field. 
3. The segment builder will appear. Here you can prompt Active Intelligence to look for contacts who were sent a campaign, or you can build your search conditions from scratch. 
4. To build your search conditions from scratch:
   • Click the “Build with segment conditions” dropdown field
   • Click the “Select a condition” field and select “Actions” > “Has entered automation”
   • Click the value field to specify the automation you want to use
   • Select an automation entryway
   • Click the “Search” button

The page will load a list of contacts that entered the automation.

Use Active Intelligence to create an advanced search

Instead of building search conditions from scratch, you can have Active Intelligence do it for you. 

To do so, click the “Advanced Search” button, type your prompt into the field provided, then hit the “Return” or “Enter” key on your keyboard.

Active Intelligence then translates your prompt into segment conditions and executes the search. You can see your search conditions by clicking the “Build with segment conditions” dropdown. Contacts who meet your conditions display below the segment builder.

For example, you can use prompts such as:

• Create a segment of contacts who are currently in [Automation name]
• Show me contacts that went through the [Automation name] automation
• Find contacts who never entered the [Automation name] automation
• Show me contacts who finished the [Automation name] automation but who haven’t opened an email in 60 days

Use the exact automation name as it appears in your ActiveCampaign account for best results. You can combine automation conditions with tags, lists, engagement history, or fields to create more targeted segments.