Automation 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.


Updating the Schedule / Changing Dates

...of a certain Step

...for a particular Contact

1. Click the Contacts tab on the left-hand Navigation Bar

2. Click the Contact’s name to open their Contact Profile

3. Identify the blue Automations in Progress section

4. Click the blue date beside the step

7. Select a new date

8. Click the blue Update Date button


Cancelling an Automation

...for a particular Contact

1. Click the Contacts tab on the left-hand Navigation Bar

2. Click the Contact’s name to open their Contact Profile

3. Identify the blue Automations in Progress section

4. Click the blue Manage link on the right side of the appropriate Automation

5. Click the blue Cancel Automation button



Removing a Contact from an Automation

1. Click the Contacts tab on the left-hand Navigation Bar

2. Click the Contact’s name to open their Contact Profile

3. Identify the blue Automations in Progress section

4. Click the blue Manage link on the right side of the appropriate Automation

5. Click the blue Cancel Automation button


Contact-specific Modifications of an Automation

Updating an Email Message

...of a certain Step

...for a particular Contact


1. Click the Contacts tab on the left-hand Navigation Bar

2. Click the Contact’s name to open their Contact Profile

3. Identify the blue Automations in Progress section

4. Click the blue Manage link on the right side of the appropriate Automation

5. Click the ellipsis under the Actions column

6. Click the blue edit button

7. Modify the message

8. Click the blue Done button

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