View and Manage Contacts in an Automation

This article will show you how to see who's in your automation, track their progress, and manage them by removing them or moving them to a different step.

Find and View Contacts in an Automation

You can see which contacts are currently in your automation, where they are, and which contacts have already completed it.

1. Open your Automation.
2. Click on the number displayed at the top. This will show you a list of everyone in the automation.
3. On this screen, you can see all contacts in the automation and where they are. You can also search for a contact.
4. You can also click on the Completed tab to see who has finished the automation.

Remove a Contact from an Automation

If you need to remove a contact so they no longer continue through the steps, you can do so easily.

1. Find the contact you want to remove and click on their name.
2. Click on the three dots next to their name.
3. Select Remove from automation.
4. Confirm the removal when prompted.

Move a Contact to a Different Step

You can also move a contact to a different step in the automation. This is useful if you want to skip steps or send them to a specific action immediately.

1. Find the contact you want to move and click on their name.
2. Click the three dots next to their name.
3. Select Move to another step.
4. Choose the new step you want them to be moved to. You can move them to a previous step or a later one.
5. Click Move to confirm the change.

The contact will now continue the automation from the new step you've placed them in.