Transcript
Alright.
Now we know how to create an automation, how to create the steps.
And in this video, I'm gonna show you how to check where your contacts are in the automation and how to perform some manual actions.
So this is the automation here.
The first thing I want you to look at is that here on the right side, you can see easily how many contacts there are in each step on the out of the automation.
You can also click in here and see the exact list of contacts so you can see here.
If you wanna see all the contacts that have gone through the automation here on the right side, you can see active active contacts and you can see total context.
So that the number of context that ever went through this flow.
You can also go straight away to flows here, which is kind of the same thing.
So once here, you'll see which contacts are active in the automation.
If you wanna see the ones that complete that are completed, that were paused or stopped, you just need to click on the tabs here on the top.
So when looking at the ones that are active, this table gives us a lot of information.
So you can see when they started the automation, the step they are currently in, when they started in that step, so how long they have been in that step.
What's their next step, which is not always that obvious?
Because sometimes they might skip some steps or they might go to from 1 step to the other, so it's not always sequential.
And then what time they will continue?
So they started on the this step on July 13, and they will continue on this time.
And then there are time zone as well.
So this is all information you have.
And then here on the right side, you can perform some manual action.
So let's say that they are on step 2, but you want them to go straight away to step 3 because you want them to get that email now.
You don't want them to wait until July twentieth.
You can go here and continue now, and they will go to the next step without that weight.
You can also pause the automation, which means that they will stay on the step that they are.
They will just not move from there.
So the difference with stop, which is the following 1, means that is that stop will fully get that person out of the motivation.
So if they weren't in step 4 and you stop them, then you cannot get them easily to step 5.
So they will have to restart.
However, if you pause them, you will still see them in step 4.
And then at any time, at any time, you will be able to go to the post context, and you will be able to resume their activation.
So they will continue where they were before.
And then other actions you can perform is if you select them.
Here you can see there's a reenter button.
This means that they will literally go back to step 1.
So they will start the automation from 0 again.
And then here, you can also elect them and you can perform other actions here which are similar to other places.
It's simpler.
You can also change, for example, let's say, that you want them continue on the 20 first instead of the twentieth.
You could select action and say update, continue at, and then you can choose.
Okay?
Now I want them to continue on the a second and you update it and then this will be updated for you.
I hope it was used another little thing that you might wanna look at.
Let's say that, for example, poll contact us and they said, oh, I didn't get that email and you have an automation with loads of steps, so it's not easy to spot.
The easiest way if you click in here you will see what we call their flow.
So you you we will see their activities and when they had them.
So here you can see when they started the email they got when they got it, when they when they went through each step, and then if they were paused or resumed, you'll be able to see everything in here.
And then if they skipped any step because they know they didn't feel a condition, you will also see it here.
So it's really good information for you to investigate when you have issues with automated with automations.
Or if a contact tells you that they are having issues.
And then here on the right side, you can you also have some other useful information such as their time zone, So it's a really useful page to investigate issues with that.
I hope this was useful.
How To Videos
Contacts
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Understanding automation flows
After creating the automation you are probably wondering how you manage the contacts that are inside. In Simplero, we call that: Flows. You can perform manual actions like advancing a flow or reentering and starting mid automation. You can also check our guides on stopping, pausing and resuming automations.
Disclaimer: Advanced automations are not included in all Simplero plans. Auto-responders and triggers (basic automation) are. Check our pricing page for more details on what’s included in your plan
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