What are Automation Overview?
Automation Overview Analytics can be found on each automation card on the automations page. They provide real-time statistical insights into the performance of each automation.
Why Use Automation Analytics?
These analytics offer a rapid glimpse into the effectiveness of each automation, giving you a broad overview so you know immediately if something requires your attention.
What's displayed:
The overall progress: percentage is calculated by dividing the Contacts who completed the Automation by the Total number of Contacts sent to the Automation.
The number of Contacts who are in the process of completing a particular type of task to understand where bottlenecks or delays (asynchrony) might be occurring, or to identify opportunities to add more Contacts if capacity allows.
The number of errors, crucial for timely intervention, such as restarting tasks or addressing widespread issues
How Do Automation Analytics Work?
Analytics are gathered in real time from the automation's activities.
Types of Data Collection:
Main Automation Statistics: Located at the top of the automation card, directly below the schedule. This statistic reflects the number of contacts that have completed the automation. For example, if it shows 20 out of 80 contacts with a 25% progress, it means 25% of the contacts added to the automation have reached the end node + all the cancelled and failed Contacts.
Task Progress Analytics: These are based on the progress of all tasks within the automation, including connection requests, messages, emails, and other tasks (profile visits, post likes, comments, etc.)
The tasks that are being delayed are not displayed in the analytics, as well as those Contacts that are waiting enrichment. They are added to the counter of tasks in progress after they start execution or the Contact gets enriched.
Error Notifications:
If there are any issues within the automation, a note next to the progress bar will indicate the number of errors. Although this number isn't currently clickable, you can:
Open the automation and locate the first node, the Segment node.
Click on the number next to the 'Failed' status to be redirected to the CRM with an applied filter for the automation and status. This can also be done manually by setting up filters in the CRM.
It's normal to encounter a few errors in automation processes. These can stem from a variety of reasons and are usually easy to identify and resolve. Errors might be due to minor glitches, temporary connectivity issues, or simple oversights in setup.
Mass Errors: Mass errors often indicate more significant issues, such as client-side errors or bugs in third-party platforms like LinkedIn.
Required Actions:
Immediate Attention: Mass failures typically require prompt intervention, such as stopping the affected tasks or automations and restarting them.
Investigation: It's important to investigate the root causes of these errors to prevent future occurrences.
Client-Side Errors: Sometimes, errors can be due to incorrect settings or configurations on the client's end. Ensuring proper setup and following best practices can mitigate these issues.