How do I see which automations a contact has been in?

Marketing_Lite_Plus_Professional_Enterprise

Sales_Plus_Professional_Enterprise

A contact's profile page will list all automations they entered. In addition, you will have the option to view the contact's automation status, completion rate, date/time they completed the automation or date they last entered the automation, and a button you can click to view their path in the automation.

To see which automations a contact has been in, follow these steps:

  1. Click a contact's name from the Contacts Overview to open their profile.

    Example_hyperlink_on_contacts_name_in_the_contact_overview_page.jpg

  2. Then scroll down the profile page until you see the Automations section in the Info box.

    Example_Automations_section_in_example_contact.jpg

    The Automations section will list all automations that the contact entered.

    If a contact entered an automation more than once, we'll show you how many times they entered it in parentheses.
  3. Click the hyperlinked automation name listed to see the following:
    • Contact's automation status (Active or Completed)
    • Completion rate
    • Date/time they completed the automation or the date they last entered the automation
    • Button to view the contact's path in the automation
    • Button to end the automation for the contact (if the contact's status is active)
    • Button to edit the automation

      Automation_information_modal_that_pops_up_once_you_click_on_an_automation_name.jpg
Was this article helpful?
3 out of 5 found this helpful

Have more questions? Submit a request

Start free trial