All contacts in an automation

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How do I see all contacts in an automation?

ActiveCampaign provides robust features for managing and analyzing contacts within automations. Understanding how to view all contacts involved in an automation is crucial for assessing the effectiveness of your marketing efforts and ensuring targeted engagement. This article will guide you through the process of accessing and managing contacts in an automation, along with insights on maximizing this functionality.

Introduction

The feature to view all contacts in an automation allows you to keep track of individuals who either entered or are currently in your automation. It is important because it helps you gauge the activity within your automation, allowing you to create segments, apply bulk edits, and optimize your communication strategies. Knowing the status and history of contacts with regards to specific automations enhances your ability to target and nurture your audience effectively.

How to Access This Feature

There are multiple ways to access the details of contacts in an automation, utilizing the **Automation Builder**, **Automation Reports**, or through an **Advanced Search** within the contacts overview.

Viewing Contacts from the Automation Builder

You can directly view contacts from the Automation Builder, which will provide insights on those who have entered or currently reside within your automation. This option will not account for duplicate entries.

Viewing Contacts from Automation Reports

Alternatively, the Automation Reports provide a detailed list of all entries by contacts, including both current and completed automation statuses. Duplicate entries will be included in this report.

Using Advanced Search

An advanced search allows for a more customized approach, enabling you to filter contacts based on specific conditions related to their interaction with your automations.

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:

1. Click **Automations** on the left menu.
2. From the automations overview page, click the automation name or the **Edit** button next to the automation you wish to view contacts for.
3. Click the **View Contacts** button located at the top right corner of the screen.
4. 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:

1. Click **Reports** on the left menu. Then click **Automations** in the navigational bar and select **All Automations**.
2. Alternatively, click **Automations** on the left menu, then click **All Automations** in the navigational bar under **Reports**.
3. Click the ellipsis just below the automation name to view its report.
4. 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:

1. From the Contacts overview page, click the **Search contacts** field.
2. Select **Advanced Search**.
3. In the segment builder, select **Actions** from the condition dropdown.
4. Choose an action such as **Has entered automation**.
5. Click the value field to select the specific automation you wish to review.
6. Select an entryway option (e.g., **Any entryway**, **Through a trigger**, etc.).
7. 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.

Configuration Options and Settings

While using this feature, you will encounter several bold options and elements, including:

• **View Contacts**
• **Automation Reports**
• **Bulk Editor**
• **Search contacts**
• **Advanced Search**
• **Actions**

These options enable flexibility in managing your contacts effectively.

Best Practices and Tips

• **Regular Monitoring**: Frequently check the contacts in your automations to stay informed on engagement and performance metrics.
• **Utilize Segments**: Create segments based on automation entries to tailor your communications and improve engagement.
• **Bulk Edits**: Use the Bulk Editor to quickly implement changes across multiple contacts, saving time and effort.
• **Email Engagement**: Take advantage of the option to send 1:1 emails to reach out to individual contacts for personalized communication.

Troubleshooting

If you encounter any issues while trying to view all contacts in an automation, consider the following tips:

• Ensure you have the correct permissions to access automations and reports.
• If the relevant options do not appear, confirm that you are in the right section of the interface (e.g., Automation Builder or Reports).
• If you experience technical difficulties, check the ActiveCampaign help center for system status and ongoing issues.

Related Features

• Automations
• Reports
• Contacts

FAQ

How do I know which contacts are currently active in an automation?

You can view current active contacts in the automation by accessing the Automation Builder and using the **View Contacts** option.

Can I see duplicate entries for contacts in the automation?

Only the Automation Reports will display duplicate entries. The view from the Automation Builder does not show duplicates.

Is there a limit on the number of contacts I can view in an automation?

There is no specified limit; however, performance may vary based on the number of contacts processed.

Can I customize the list of contacts I see in the automation?

Yes, you can filter contacts using an advanced search which allows for custom conditions.

What should I do if I can’t see any contacts in my automation?

Check to ensure that contacts have indeed entered the automation. If issues persist, consider reaching out to support.

How can I export the list of contacts from the automation?

You can export contacts by clicking the ellipsis button at the top right of the contact list and selecting **Export**.

Can I initiate direct communication from the contacts’ report?

Yes, you can send 1:1 emails directly from the contact's profile page within the report view.

By following this guide, you will be well-equipped to navigate the feature of viewing all contacts in an automation effectively. For additional resources, refer to the official ActiveCampaign documentation. ```