To understand how your automations are performing, you can review the available metrics and results.
The analysis helps you evaluate how contacts move through your automations and what outcomes they generate.
Common aspects to look at include:
- How many contacts enter and complete the automation
- How contacts progress through different steps
- The results generated by the automation, such as engagement or conversions
Some numbers are available directly within the automation flow:
- Entry point: View your entry criteria, start frequency (when applicable), and how many contacts that have entered the automation (both active and completed journeys).
- Number of processed contacts in each step: Follow the number of contacts that have traveled through a certain step in your automation by looking at the X completed displayed on each step.
- Number of sent emails: The number of sent emails can differ slightly from the number of processed contacts. One reason is that there's a small delay when sending emails, while contacts immediately pass on to the next step in the automation. Another reason is that not all contacts have valid email addresses.
Click Show more statistics for more insights. - Endpoint: Gain insights about how many contacts that have finished the automation. The endpoint shows the same number as the previous activity in the flow. Thus, this number can be misleading if the automation has been rebuilt and the last activity was added after the automation was first activated.
By reviewing these metrics, you can identify what is working well and where adjustments may be needed.
For example, if many contacts enter an automation but few complete it, this may indicate that parts of the flow need to be improved.
Regularly analyzing your automations helps ensure they remain effective and aligned with your goals.