Automation Pro Reports

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Automation Pro Updated on December 19, 2022

There are three types of reports available for Automation Pro, which are only available when automation is activated. You can access your Automation reports from the AP Dashboard or within the canvas.

This feature is only available in Pro and Enterprise plans, as well as any legacy plans.

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Topics covered in this article:

Automation Summary

Can be found when you enter your Automation Pro Dashboard. Any Automation that has an active email will have a Summary option.

You’ll see a list of email campaigns in the automation with their current status and how many emails each campaign has sent.

Select one of the options to see how it performs in each email campaign.

Quick Summary Options

Total Contacts
Total Opens
Total Clicks
Total Bounces
Total Unsubscribe

For individual email reports, select an email of your choice. Additionally, options such as Opens, Unopens, Clicks, and Emails Forwarded can be saved as a list in your Benchmark account. Bounces, Unsubscribes, and Abuse Complaints can be exported as a file.

Since you can also edit the details and design of an active campaign in automation, the Email Reports reflect all of the emails that have been activated using the Send Email node. You can select to view previous emails from the Versions dropdown. Reporting is kept separate for each email.

CONSIDER

If your workflow contains a condition that targets contacts that have opened or not opened a specific email, your condition will automatically be updated to the newest activated email.
If your workflow contains a condition that targets a specific link in an email, and you decide to create a new email, the automation workflow will still continue to work. The new email must have the same email link.

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Node Reporting

It is a quick representation of reports through numbers. Numericals on each node represent the number of subscribers that have reached that step in the automation.

Numbers on each node represent the number of subscribers that have reached that step in the automation.

Node Summary

The Node Summary icon summarizes the contacts who have passed through a step in your automation. The summary also provides a count each time the contact enters the step in your automation. You’ll see a higher count for a contact if the node configures multiple lists, if the contact was deleted and later re-added, and finally, if the contact has multiple sessions on a tracked website.

Trigger

Summary of how many contacts started the automation; this total includes duplicate contacts.

Add to List

Contacts who have entered the node multiple times will show as duplicates.

CONSIDER

The summary can take longer to display if it has more than 150,000 contacts.
If no contacts have reached the node, the summary will appear empty.
If a contact is deleted from a list manually, the contact will continue to appear in the Node Summary.

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Email Reports

Email is designed to show all the email metrics like opens, bounces, clicks, etc. Allowing you to stay informed, the following are the steps to check the reports of emails sent through “Automation Pro”.

Locate the green icon on top of the email node on the canvas.
Click on the Node Summary icon.
A popup appears with email metrics like:

Opened Emails
Emails Bounced
Unopened
Links Clicked
Complaints
Forwards
Unsubscribes

CONSIDER

The metric types included in the popup pertain to that specific email.
“Duplicate” represents the number of contacts who have not been sent an email.
“Other” This number may account for automation unsubscribes or email addresses that contain prohibited domain names or keywords.

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If you have any questions, please contact our support team.

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