Editing All contacts in an automation (section)

== Step-by-Step Instructions ==

=== How to View All Contacts That Entered an Automation from the Automation Builder ===

Follow these steps to access the contacts from the Automation Builder:

# Click **Automations** on the left menu.
# From the automations overview page, click the automation name or the **Edit** button next to the automation you wish to view contacts for.
# Click the **View Contacts** button located at the top right corner of the screen.
# A list of all contacts that entered your automation will be displayed.

From this page, you can:
* Export the list of contacts by clicking the ellipsis button at the top right of the page and selecting **Export**.
* Apply changes to one, some, or all contacts using the **Bulk Editor** by clicking the checkbox next to the contact(s) and selecting **Edit**.
* Click a contact’s name to view their profile page. To see their path in the automation, click the automation name in the info box, then click **View**.
* Send a 1:1 email to any of the contacts using the **Email** button.
* Add a deal, task, or note to any of these contacts by clicking the down caret next to the **Email** button.

=== How to View All Contacts in an Automation from Automation Reports ===

To view contacts through Automation Reports, follow these steps:

# Click **Reports** on the left menu. Then click **Automations** in the navigational bar and select **All Automations**.
# Alternatively, click **Automations** on the left menu, then click **All Automations** in the navigational bar under **Reports**.
# Click the ellipsis just below the automation name to view its report.
# Select **Automation Contacts** on the left-side navigation menu to display a list of all entries made by contacts for this automation.

This list includes contacts currently in and those who completed the automation. The report will also indicate the completion status (Complete or Incomplete) for each entry.

From this page, similar options apply as in the Automation Builder:
* View total entries, completion rate, and other performance metrics.
* Export the list of contacts.
* Make changes using the **Bulk Editor**.
* Access individual contact profiles and send emails.

=== How to See All Contacts in an Automation Using an Advanced Search ===

An advanced search allows you to create a customized list based on various conditions:

# From the Contacts overview page, click the **Search contacts** field.
# Select **Advanced Search**.
# In the segment builder, select **Actions** from the condition dropdown.
# Choose an action such as **Has entered automation**.
# Click the value field to select the specific automation you wish to review.
# Select an entryway option (e.g., **Any entryway**, **Through a trigger**, etc.).
# Click the **Search** button to see the filtered list of contacts.

The actions you can take from the search results mirror those previously mentioned:
* Export the list of contacts.
* Make edits through the **Bulk Editor**.
* Access individual contact profiles and perform actions like emailing or adding tasks.