This guide explores Status on the nodes in the Automations, explaining what each status means and how to use it effectively for efficient lead generation.
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What is Node Status?
All nodes in your automation have Status indicating what is going on. There are two types of Statuses: Contactâs Statuses shown on the Segment nodes, and Task Status shown on other nodes.
Contactâs Status helps you track the progress of leads in an automation sequence. It allows you to monitor campaign health, identify potential issues, and optimize automation efficiency.
The Segment Node provides stats on all leads added to this segment
Task Status shows progress on a specific node, which helps to pinpoint the exact spot where leads are stuck and take necessary action.
Task Status allow checking the contacts without leaving the automation
Contactâs Statuses Explained
These Statuses appear on the Segment Node
Status | What It Means | What to do |
Ready | Contacts are processed and will enter the automation once it turns on. | Turn on the automation to see GetSalesâ magic. |
Waiting Enrichment | Contacts are not processed yet. | Wait for the enrichment to finish, which based on the number of contacts can take up to 2 days. |
Finished | Contacts completed the automation. | Add them to a new automation or export elsewhere for other Sales activities. |
In Progress | Contacts are currently active in this automation. | Check the contacts to see if any of the lead replied. |
Canceled | Contacts were manually removed from the automation. | Click on the count to check what happened to them in your CRM. |
Failed | A task wasn't executed for these Contacts. | Click on the count to check why they failed in your CRM. |
By clicking on the count next to any of these statuses, you will be re-directed to your CRM to view these contacts.
Task Statuses Explained
These Statuses appear on all automation Nodes, except for the Segment node:
Status | What It Means | What to do |
In Progress | Tasks are scheduled and will be executed. | Check if contacts have the automation paused because of their reply. |
Canceled | Tasks were stopped before execution. | Click on the count to check why they were cancelled. |
Failed | Tasks were not executed. | Click on the count to check why they failed. |
Done | Tasks were executed successfully. | No action is required. |
Skipped | Tasks were not executed, and contacts moved to the next node. | Click on the count to check why they were skipped. |
Delegated | Tasks are queued for execution at the server. | Wait a couple of hours, if the status remains, contact the support. |
By clicking on the count next to any of these statuses, a modal window will appear. Letâs explore what you can do there in the next chapter.
Managing Tasks in the Modal Window
Clicking a status count everywhere except for the Segment node opens a modal window, with dates, fail reasons, senders who executed tasks, and contacts that got to this node or passed it.
Here, you can take action using the available buttons.
Buttons are disabled until you select the contacts
Action Buttons & Their Functions
Button | What It Does | Applicable Statuses |
Cancel | Stops task execution for selected Contacts. | In Progress |
Skip | Moves selected Contacts to the next node without executing the current task. | Any Status |
Restart on This Node | Retries task execution at the current node. | Failed, Canceled |
Restart from Top | Sends Contacts back to the start of the automation. | Failed, Canceled, In progress |
Troubleshooting Canceled Contacts
The most common reasons for Contacts entering the Canceled status are the removal of node they were at and the removal of Sender Profile assigned to them.
How to Fix It:
Verify that all Sender Profiles in the automation are active.
Note that Contacts will be assigned according to the selected Sender Rotation model.
If the automation logic allows (e.g. leads failed before they were sent a connection request), restart contacts on the same node.
Other possible causes: A team member manually canceled the Contacts.
Solution: Restart them on the node or from the top.
Troubleshooting Failed Contacts
Contacts receive a Failed status when a task couldnât be completed. The modal window provides specific error messages â use these to pinpoint the issue.
Common Issues & Solutions
Missing or Incorrect LinkedIn ID
Solution:
Delete the contact with the incorrect ID from the CRM.
Re-import the contact with the correct LinkedIn ID and resend it to the automation.
Note that you cannot update the contact and have to follow the instructions above.
Missing Email for Email Tasks
Solution:
Update the contact via CSV update with a valid email.
Restart the task on the node.
LinkedIn Downtime or GetSales Execution Failure
Solution:
Wait and restart the task on the same node.
Unlinked Sender Profile
The assigned Sender Profile isnât connected to LinkedIn.
âSolution:
Connect LinkedIn to the Sender Profile and Restart from Top.
Messaging Without a Connection
You attempted to send a message, but you are not connected to the lead or the lead blocked you.
Solution:
Check the task failure reason in the modal window
Verify the connection before messaging.
Check out our Building First Automation Guide for best practices.
Limit of connection requests with personalized messages is reached
You turned off the toggle âMake a connection without a message if the limit of personalized connections is reachedâ when configuring the node
Solution:
Turn on the toggle on the node and Restart from top
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Final Thoughts
Using Statuses in the automation effectively helps you:
â Monitor lead movement in automation.
â Identify and resolve automation errors quickly.
â Optimize campaign performance and maximize lead conversion.
Remember: Always check the modal window for status explanations, and use the action buttons to keep your automation running smoothly.