The Automation Manager allows users to view engagement per active automated track. Automations can be organized into categories using the manage icons in the top right. The chart can also be visible/hidden based off user selection via the manage icons. Users can filter workflows by name, conditions or actions used as well as part of a category.
Each automation will have its own suite of analytics, including who is enrolled, their status and last time a leads was touched or enrolled. To view leads that have been touched and/or active through a workflow, click on the highlighted value under the 'Touched' column for a particular automation track.
Inside the Targets Touched screen, you'll be able to see:
- Lead name
- The amount of conditions and actions met or executed
- Status in the automation track
- Timestamps of last active as well as campaign start
If you click on any of the highlighted names, you will be redirected to the Timeline Intelligence report for the particular lead, showing any and all engagement (including automation track events).
If you click on the highlighted values under either the condition or the action columns, a pop-up window will show you each condition/action that they met or has been executed on the lead.
If you click on the highlighted value under the 'Lifecycle' column, a pop-up window will show you the history of the lead moving through your Lifecycle stages.
Whilst inside an automated track, you can put your cursor over a condition or action to see how many leads have been touched by the particular event.
Alternatively there are settings icons associated with each condition or action for you to choose. Clicking on the 3 heads icon will take you to the general automation track report showing who has been touched by the particular condition and/or action.
The bar graph icon is for action statistics. Clicking on it takes you to a separate report page that’s focused on the individual email campaign (as shown in the screenshot above).
If you were to click on the bar graph icon associated with an Email Sequence (Content stream), then you would be directed to the content stream report.