Automation Flow - Monitoring the Flow

This step is important to ensure that your automation works correctly and achieves the desired results.

After creating and configuring your automation flow, reviewing all the details, it's time to activate it;

The option 'Published' will leave your automation flow activated.

Before sending emails or messages to your contact list, it is highly recommended to perform sending tests. This allows you to check formatting, links and content to ensure everything is working as expected.

The tests are sent to an email address or WhatsApp of your choice so you can see how the emails will be received by recipients.

After activation, you can monitor the automation flow in real time.

Click on the flow you want to monitor;

You will have access to essential data, such as recent activity, statistics, leads and you will also be able to edit the dates.

In the statistics, you will find a preview of your automation flow, with detailed statistics divided into each specific block.

In the leads section, you will find all the Leads that went through the flow. You will see important data such as Email, Name, Owner and Last activity.

In the canceled interactions section, you will find the flows that encountered errors or that were stopped manually.

Using the data and metrics collected during monitoring, it is advisable to consider adjustments and optimizations to your automation flow.

Learn how to create Automation Flows.

Last updated

Was this helpful?