When you navigate to Automations in the main menu, you can choose which automation list you want to open: Active, Finishing, Draft, or Archived. As you click on the desired option you land on an overview page with a list.
Sort the list
You can easily search for a specific automation or sort them (by clicking the drop-down list in the upper right corner) according to the following:
- 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.
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.
This is the most recent date when a contact completed the last step of the specific workflow.
The date when this specific automation was activated.
The total number of contacts who have completed the last step of this specific automation.
The total number of currently active contacts in this specific automation.
This is where you see if the automation has a specific, or several, tags.