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Automations Manager

The Automation Manager is the central hub for viewing, creating, and managing all Process and Journey automations, regardless of status. It lets users filter and search automations while tracking each one's schedule, last activity, and current status.

automationsmanagerimage1From the Automation manager, you can create and edit automations.

  1. Create New Automation Workflow: enter the name of the automation.

  2. Select Content Type: pick the type of automation, either Process or Journey, from the drop down menu.
  3. Quick Filter: toggle manager view to see all automations, only Process automations, or only Journey automations.
  4. Filter Options: sort the automations in the manager by Name, Created Date, Scheduled Time, Type or search for automations by Name or ID.
  5. Name of the automation and the user who created it.
  6. Scheduled Field: 
    1. For Process automations, the recurrence schedule will be populated.
    2. For Journey automations, the Entry Event for the automation will be populated.
  7. Next Run Field: displays when the automation is scheduled to run next.
    1. When an automation is scheduled, either as a one-time run or a recurring schedule, the date and time will be displayed. 
    2. If an automation is Run Immediately, no schedule is displayed. Instead, "N/A" is returned.
    The Current Status of the automation will also be populated. Automations can have the following statuses:
    • Draft: An automation that has been created but not activated. Automations that were Run Immediately will also have a status of Draft even though it may have completed.
    • Active: An automation must be manually set to Active once a schedule has been configured in order for it to run.
    • Paused: Applies to automations with recurring schedules. When an automation is paused, no future occurrence of the schedule will run until the status is changed to Active.
    • Stop: The process automation is considered stopped and will not run any of the next scheduled runs until the status is changed to Active. For all one-time run automations, the status will be changed to Stop upon run completion.
  8. Automation Status for the Last Activity: displays the date and time of the last run, along with the status. For Journey Automations, you will also see a count of contacts that are In Journey, Exited, or Ejected. Below are the available status values.
    1. Completed: The automation completed successfully
    2. Error: There was an error with the automation. The error details can be found in the Run Log for the automation.
    3. Stopped: The automation was stopped while it was running.
    4. Running: The automation is currently running and the status will update upon completion.
    5. None: The automation is currently scheduled and has not yet run.
  9. Actions: the drop down menu provides actions that can be taken on a specific automation.
    1. Edit Process/Journey Automation: edit the automation.
    2. Run Immediately: run the automation immediately. This is only available on Process Automations.
    3. Schedule: navigates to the Schedule page of a Process Automation to either schedule or edit the schedule for the automation.
    4. Duplicate: duplicate the automation.
    5. View Activity Log: navigates to the automation's Activity Log page.
    6. Move: move the automation into different folders.
    7. Delete: delete the automation.
    8. Eject All Contacts: eject all contacts from a Journey automation.