Once you set an automation live, the automation will start to track a number of metrics for you to provide key insights into the success of your automation and how clients interact.

There are three metrics surrounding clients entering into the automation due to qualifying for an entry rule and exiting due to meeting your automation goals.

The In Campaign metric denotes the number of clients currently in the automation. Some of these clients may be in your campaign and still receiving messages, while others may have been in the campaign for quite some time and are no longer receiving messages but never met a goal to be removed.

The All Time metric signifies the total number of clients in this automation, all-time. This includes clients currently in the automation and those who have met a goal and exited.

The Met Goal metric represents the number of clients who have met a goal for this automation and exited. These clients are no longer receiving messaging from your automation.

This metric is also displayed as a percentage to provide a conversion rate. This can be especially insightful when your automation is intended to convert clients in some way, by getting them to buy something or visit, for example.

You can also easily track an individual client's activity in an automation! You can see whether the client entered as subscribed or unsubscribed to email, what messages they were sent, and when and what messages they were not sent due to not qualifying or being unsubscribed. You will also see any auto-actions (tasks or tags) generated for this client.

You can access this information by clicking on any of the Campaign Stats (In Campaign, All Time, or Met Goal.) From here, locate the client and click See Activity to the far right of their name.

You will also be able to drill down into any of the auto-messages within your automation to learn about how clients are interacting. Easily see how many of your messages are scheduled to be sent, how many of already been sent, and how clients are interacting once they receive your message.