How to 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 already have 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 in your automation, while figuring out the best way to communicate with your contacts in your workflow. 

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

Sort your list of workflows

You can easily search for a specific workflow or sort them by name, creation date, or by category.

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How to read the automation list overview

Name and Description

name_and_description_-_automation.png

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.

Last completed

Last_completed_-_automation.png

This is the most recent date when a contact completed the last step of a specific workflow.

Activation date

Activation_date_-_automation.png

The date when this specific automation was activated.

Completed

completed_-_automation.png

The total amount of contacts who have completed the last step of this specific automation.

Active

active_-_automation.png

The total amount of contacts that are currently active in this specific automation.

Category

Category_-_automation.png

This is where you will see if the automation belongs to a specific, or several, categories.   

 

Ready to build your next automation? Read about how to get started here

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