Working With Automation Series: Viewing Automation Series

Last Updated: May 14 2020 01:13 pm UTC

Automation series are automated emails that are sent based on a specific trigger that you can set.

To view the current automation series:

Click on the My Automation series from the Automation Menu. This will open the Automation series Window.

The Automation series Window displays this information about campaigns

  • Type of the trigger:

 subscriber is added to a list or segment

 field value is updated

 specific date occurs

 specific automation is sent

 opens email or clicks on link

  • Automation status:







  • Title—the name of the automation series. 

  • Lists/Segments—the lists or segments to whom the automation will be/has been sent

  • Last edited — the last time and date when the automation has been changed

  • Messages—the number of emails sent 

  • Began/completed series—number of emails that are in the series/has completed the series

  • AVG open rate—the average number of opens in the series


There are a number of things that you can do for each automation series listed:

  • Sort—you can sort the list by the name/time of the automation. To sort, click on the drop-down on the top right.

  • Duplicate—create an identical copy of the automation series. To create a copy, click on duplicate under actions-drop down.

  • Edit workflow—to edit the automation series, click on edit workflow under actions-drop down.

  • See reports — to see the reports, click on reports under actions-drop down.

  • Delete—check the box on the left and select the Delete Option above.

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