An automation can have different states depending on its current settings.  In 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.

Finishing
Finishing means a deactivated automation where no new contacts enter. However, the contacts that are already in the automation will be allowed to finish their journey.

Draft
This is the starting point for a new automation that hasn't yet been activated. 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 contacts are 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 it in the list. It’s also a good idea to write a short description of the purpose of it.

 

name_and_description_-_automation.png

 

Last completed

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

 

Last_completed_-_automation.png

 

Activation date

The date when this specific automation was activated.

 

Activation_date_-_automation.png

 

Completed

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

 

completed_-_automation.png

 

Active

The total number of currently active contacts in this specific automation.

 

active_-_automation.png

 

Tags

This is where you see if the automation has a specific, or several, tags.

 

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

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