Read the automation overview

An automation can have different states depending on your current setting in the automation. When entering the Automation overview, you can choose which list you want to look at: Active, Finishing, Draft, or Archived.

Definitions of the different states

Active
In an active automation, contacts can continuously enter and pass-through different activities depending on set criteria, time delays, splits, and triggers you have defined.

Finishing
Finishing means a deactivated automation where no new contacts can enter. However, the contacts that have already entered before deactivation will be allowed to finish the automation.

Draft
This is the starting point for a new automation that has not yet been set to active. In this state, you can iterate several times, while figuring out the best way to communicate with the contacts in the automation.

Archived
This automation has been terminated and archived. No new contacts will be allowed to enter or finish the automation.

Sort your list of automations

You can easily search for a specific automation or sort them according to the following:

Name
Creation date
Activation date
Active contacts
Completed contacts
Last completed
Deactivation date
Last modified

Note: The criteria displayed in the menu depend on the current view, Active, Finishing, Draft or Archived.

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How to read the automation list overview

Name and Description

Your automation should always have a unique name to make it easy for you to find the specific automation in the list. And it’s also a good idea to write a short description of the purpose of the workflow.