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.

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

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

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.

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

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

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 get started with this method, follow these steps:

1. From the Reports overview page, click "Automation Reports."

2. Click the automation name to pull up its report.

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

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:

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” located on the top right of the application.
  • 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 Email button. (Plus, Professional, and Enterprise accounts only)
  • 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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