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Automation: Contact Statuses
Automation: Contact Statuses
Katherine Semenowa avatar
Written by Katherine Semenowa
Updated over a week ago

There are two types of statuses: Task and Contact statuses - sometimes they interconnect but not always. In this article we are discussing only the Contact statuses.

What is a status?

A status indicates what criteria for the Contact is met in terms of the stage it's on. This status is acquired when a Contact goes through an Automation.

Why check the Contact Statuses?

The Contact Statuses are created for the transparency and ease of monitoring. You can easily filter your Contacts according to their status and act on this information.

How are the statuses acquired?

  • Need enrichment - if you just imported the Contacts and they are in the process of enrichment, their status in the Automation will be displayed as "Waiting enrichment". The tasks for them will start as soon as the enrichment is complete. But if there is a problem with enrichment, the Contact will acquire the status 'failed'.

  • Active limit - the Automation limit for active Contacts has been reached. For each Segment in the Automation you can set up a limit of active Contacts (meaning, only the limited number of Contacts from this Segment will be going through the Automation at any given time)

  • Coworkers limit - the Automation limit for coworkers has been reached. You can limit the number of Contacts from the same Company that your reach out to

  • Ready - the Automation wasn't activated yet, but the Contact information has been enriched and the Contacts are ready for outreach. As soon as they reach a node with a Task, they will change the status to 'In progress'

  • In progress - the Contact is active in the Automation, the tasks for it are being executed

  • Finished - the Contact went through the whole of Automation, the tasks for it are complete

  • Duplicate - the Contact is a duplicate, meaning two identical Contacts have been saved and added to the Automation. It's determined after the enrichment is done

  • Paused - you paused the execution of tasks for this Contact

  • Canceled:

    • you manually canceled a Task or Automation for this Contact through their Profile

    • you removed the Contact from the Automation through Mass Actions

    • you archived the Automation the contact was enrolled into and the Tasks weren't being executed at that time

    • you deleted the Sender Profile altogether

    • in the Automation you deleted the Sender Profile the Contact was assigned to

  • Failed:

    • you archived the Automation the Contact was enrolled into and the Tasks were in the middle of execution at that time

    • Unknown error on LinkedIn side

    • LinkedIn bug

    • Contact did not have a LinkedIn ID, the link was broken. It often happens when you import old Contact databases

    • Contact didn't have an email, so the Email couldn't be sent

    • Contact is not connected on LinkedIn to send a message, meaning the Contact ended up on the Send Message node before it went to Send Connection request. Might happen because of an error with the Automation structure. Try setting up a check whether you are connected to the Contact first.

    • 404 error: the Contact added you to blacklist, the Contact got banned on LinkedIn, the Contact's profile link changed

    • the Automation node got deleted while the tasks were being executed

  • Bounced - the Email wasn't received by this Contact, it didn't come through

  • Unsubscribed - the Contact has unsubscribed from Emails from your Email Account

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