Automation Management and Reporting

Need to check on, update, or cancel automation sends?

From your Levitate dashboard, choose Reporting from the lefthand navigation menu

Choose Email Report

Just like with campaigns and individual emails being sent through Levitate, automation steps can also be tracked in the Email Report area, and filtered by sender

You can click into the subject of the email to see the content itself— you will also see the contact profile of the contact you are sending to

If you click Manage, you'll see all the automation steps and be able to manage from there by clicking into Actions

Here's a closeup of that Manage Automation popup, that also shows the actions that can be taken

You are able to edit the scheduled send and even Cancel Step

And Cancel Automation

Also, if you go to Reporting and choose Automation Report, and check out reporting automation by automation

When you click See Report, you'll see more details of the sends being made through that automation

You'll be able to filter by send date, filter by who sent the automation, and See Details of all the automation steps being sent out