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Contacts in automation
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== Step-by-step instructions == To view a contact's path within your automation, please follow these detailed steps: 1. **Navigate to Contacts Overview**: Click on '''Contacts''' on the left menu to access the page that lists all your contacts. 2. **Search for Contact**: Utilize the '''search field''' available on the Contacts Overview page to locate the specific contact whose automation journey you wish to analyze. 3. **Open Contact Profile**: After identifying the contact, click on their name. This action will open their '''profile record'''. 4. **Select Automation**: Within the profile record, locate the '''General Details''' box. Here, click on the name of the automation that the contact is currently in. 5. **Review Automation Modal**: A modal window will open, displaying several crucial pieces of information: - The contact's '''completion status''' for the automation. - The '''date they last completed''' the automation (if applicable). - A list of '''dates and times''' that they entered your automation, including their overall '''completion rate'''. 6. **Access Detailed Automation Steps**: Click the '''View''' button to be directed to a new page where you can see a comprehensive breakdown of each step the contact has undergone within your automation. 7. **Analyze Automation Path**: - At the top, the '''trigger''' will indicate how the contact entered the automation. - Each step will feature a green checkmark next to it if the contact successfully passed through that step; hovering your mouse over this checkmark will reveal when the contact completed that step. - If a contact skipped a step, a red '''X''' will appear next to that step; hovering over this ''X'' will provide an explanation of why the contact did not complete the step.
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