Beta - Visualize a contact's path in an automation

We have an open beta in Automations right now that lets you see exactly what path a contact has taken in your automation.

We would like your input before developing it further. 

Sign up by sending an email to anders.ingendoh@voyado.com

This is how to do it

Step 1 – finding your contact

Locate the contact whose path you’d like to see. Either via an e-mail received, an assigned label or other means.

Go to that contacts contact card and check the URL. While on the first page “Overview” the url should look like this:

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The highlighted part is that contacts unique id, you’ll be needing it in the next step!

Step 2 – search for starts

Head on over to the automation your contact has been in and enter it.

In the menu (top right) there is a new option.

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In the next dialogue, input the id you fetched from the URL and hit search.

If a contact with the corresponding id has entered the automation a list of starts will be displayed.

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If the contact has entered the automation several times the last 10 will be displayed.

 

Step 3 – looking in the automation

Click the occurrence you wish to see in the automation.

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The activities the contact passed will be highlighted.

You can now close the windows and scroll around in the flow or clear the highlighted path and perform av new search.

 

 

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