How do I see all contacts in an automation?

Being able to see how many contacts that either entered, or are currently in an automation helps you gauge activity. In addition, you can view a list of contacts have either entered or are currently in your automation. You can use this information to create segments of contacts, apply edits to contacts with the bulk editor, and more.

How to view all contacts that are currently in an automation from the Automations overview page

You can view a list of contacts that are currently in an automation by clicking the Contact stat located on the Automations overview page.

This list will not show which contacts made a duplicate entry into your automation. For that information, see this section on Automation Reports.

To get started with this method, follow these steps:

  1. From the Automations overview page, hover your mouse over the blue Contact stat.


    Blue Contact Stat to hover mouse over.jpg


  2. A Contact Stat modal will appear and display the number of contacts currently in your automation. Click the "Contacts currently in the Automation" link located inside the window.

    Click Contacts currently in the automation in the modal.jpg

    You will be directed to a list of contacts that are currently in your automation:

    List of contacts currently in the automation.jpg

From this page, you can:

  • Export the list of contacts by clicking “Export.”
  • Send a 1:1 email to any of the contacts by clicking “Email.”
  • Add a Deal or Task to any of these contacts by clicking the down caret next to the edit button. (Plus, Professional, and Enterprise accounts only)
  • Apply changes to one, some, or all contacts using the Bulk Editor by clicking the checkbox next to the contact(s) and clicking “Edit.”
  • Click a contact’s name to view their contact profile page. To see their path in the automation, simply click the automation name in the Info box then click “View.”

How to view all contacts that entered an automation from the Automation Builder

This option will display a list of contacts that entered your automation and is accessed directly from the Automation Builder. This list will include contacts that are currently in your automation and contacts that completed your automation.=

This list will not show which contacts made a duplicate entry. For that information, see this section on Automation Reports.

To get started with this method, follow these steps:

  1. From the Automations overview page, click "Edit" for the automation you wish to view contacts for.

    Edit button for the automation.jpg

  2. Click the “View Contacts” button located on the top right of the screen.

    View contacts button.jpg

  3. A list of all contacts that entered your automation will be displayed:

    List of contacts currently in the automation.jpg

From this page, you can:

  • Export the list of contacts by clicking “Export.”
  • Send a 1:1 email to any of the contacts by clicking “Email.”
  • Add a Deal or Task to any of these contacts by clicking the down caret next to the edit button. (Plus, Professional, and Enterprise accounts only)
  • Apply changes to one, some, or all contacts using the Bulk Editor by clicking the checkbox next to the contact(s) and clicking “Edit.”
  • Click a contact’s name to view their contact profile page. To see their path in the automation, simply click the automation name in the Info box then click “View.”

How to view all contacts in an automation from Automation Reports

The Automation Report will display a list of all entries made by contacts. This list will include contacts that are currently in your automation and contacts that completed your automation and will display duplicate entries.

To open the Automation Reports, there are two methods:

  1. Click "Reports" on the left menu. Then click "Automation Reports" > "All Automations."
  2. Click "Automations" on the left menu. Then click "All Automations."

Once the Automation Report is open, follow these steps:

  1. Click the ellipsis just below the automation name to pull up its report.

    Ellipsis to open automation report.jpg

  2. Click the "Automation Contacts" option located on the left side navigation menu.

    Automation Contacts option.jpg

    A list of all entries made by contacts for this automation will be displayed. This will include contacts that are currently in your automation and that have ended your automation.

    This list will not specify when an entry was made, or when a contact completed the automation. However, the report will display the completion status (Complete or Incomplete) for each entry:

    Example Contact Automation Report.jpg

From this page you can:

  • View total entries, completion rate, completion rate increase, and average completion time listed at the top of the page.
  • View top performing tags, lists, and completion times. You can click any of these options to filter entries.
  • Export the list of contacts by clicking “Export.”
  • Send a 1:1 email to any of the contacts by clicking “Email.”
  • Add a Deal or Task to any of these contacts by clicking the down caret next to the edit button. (Plus, Professional, and Enterprise accounts only)
  • Apply changes to one, some, or all contacts using the Bulk Editor by clicking the checkbox next to the contact(s) and clicking “Edit.”
  • Click a contact’s name to view their contact profile page. To see their path in the automation, simply click the automation name in the Info box then click “View.”

How to see all contacts in an automation using an Advanced Search

With an advanced search, you can use different conditions to pull a list of contacts that:

  • Have entered your automation
    Includes contacts that are currently in your automation and contacts that ended your automation.
  • Have ended your automation
    Includes contacts that ended your automation.
  • Are currently in your automation
    Includes contacts that are currently moving through your automation.

This option uses the segment builder and is accessed from the Contacts overview page. With an advanced search, you can either save your search conditions for later, you can save them as a segment, or you make bulk changes to the contacts in the search results with the bulk editor.

To use this method, follow these steps:

  1. From the Contacts overview page, click the "Search contacts" field.

    Search Contacts Field.jpg

  2. Click the "Advanced Search" option.

    Advanced Search button in Search Contacts.jpg

  3. The segment builder will open. Click the Condition dropdown and select "Actions."

    Under Conditions select Action.jpg

  4. The "Actions" section will expand. Click an action to select it as a condition. In this example, we're going to choose "Has entered automation" so that we can search for contacts that are currently in an automation and contacts that ended an automation.

    Has entered automation action.jpg

  5. Click the value field to display a list of automations. Then click the automation you wish to use as a value.

    Click value field then click the automation.jpg

  6. Click the "Search" button.

    Click the search button.jpg

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

    List of contacts currently in the automation.jpg

From this page, you can:

  • Export the list of contacts by clicking “Export.”
  • Send a 1:1 email to any of the contacts by clicking “Email.”
  • Add a Deal or Task to any of these contacts by clicking the down caret next to the edit button. (Plus, Professional, and Enterprise accounts only)
  • Apply changes to one, some, or all contacts using the Bulk Editor by clicking the checkbox next to the contact(s) and clicking “Edit.”
  • Click a contact’s name to view their contact profile page. To see their path in the automation, simply click the automation name in the Info box then click “View.”
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