Enrollments & Activity

Every time an automation's trigger fires, the automation records one entry. An entry is the whole story of that one time through: who or what entered, how they got in, which path they took, and what every step did — whether the steps ran instantly or over weeks.

An entry usually belongs to a contact. Automations whose steps don't act on a contact — for example, one that notifies your team when a kanban card reaches a stage — record entries without one, showing the record that triggered them instead.

Where to find entries

• An automation's Enrollments tab — every entry into that automation.
• Automations → Activity — entries across all your automations, with tabs: All, In it now, Completed, Exited, Failed, and Skipped. The Failed tab lists every entry with a step that failed or got stuck, including entries that are still going.
• A contact's profile — the automations that person has been through.

Segments and reports can also filter on entries — for example, contacts who are in an automation, who exited it for a given reason, or who went down a given path.

Entry statuses

Hover a status to see what it means and, for an exit or skip, why.

• Active — they are in the automation now, on a step or waiting for the next one.
• Completed — they went through every step on their path.
• Exited — they left before the end, so their remaining steps were skipped. The reason shows with the status: Goal reached, Unsubscribed, Exit tag added, Removed by admin, Contact deleted, Merged, or Step removed (the step they were on was removed when a new version was published).
• Failed — something went wrong that stopped them going on. The error says what.
• Skipped — the trigger fired but they did not enter, so no steps ran. The reason shows with the status: Conditions not met, Already in it, Already entered once, Too soon, Already has the goal tag, or No contact.

How people entered

The Source column shows how each entry started:

• Trigger — the automation's trigger fired.
• Added by hand — someone on your team used Enroll contacts.
• Connector — added through the Claude connector.
• Audience — an audience subscribe or unsubscribe trigger.
• Segment — the contact entered the automation's segment.
• Schedule — a scheduled trigger entered matching contacts.

An entry's steps

Click the View steps icon on an entry to open Entry steps: every step the entry reached, in the order it ran, with its result — Waiting, Running, Retrying soon, Completed, Failed, or Skipped — and the error for a failure. Branch, split, and Wait until steps show the path the person took.

A step that fails doesn't stop the entry: the person moves on to the next step, and the failure is counted, so the entry shows on the Failed tab. A failure that may be temporary, such as a webhook that didn't answer, is retried automatically a few times over the following day; while it waits, the step shows Retrying soon. A step that has been running far longer than it should is marked Stuck and counts as failed.

Use Retry this step on a failed or stuck step to run it again, with the settings it first ran with. A failed step's person has already moved on, so they stay where they are; a stuck step's person was still waiting on it, so once it runs they move on to the next step. If a branch read the failed step's result, that entry already ended as Failed: a retry fixes the step's result but doesn't restart the entry. For an automation that starts from a contact, enrolling the person again takes them through from the start, unless the automation's entry limit stops it: with Only once, or before the gap set in Leave a gap between entries has passed, the new entry is skipped. An automation that starts from a record — a form submission, a donation, a card moved to a stage — can't take that person through again by hand: Enroll contacts enters the contact, not the record, so the steps would run without the record's details. The icon explains when a step can't be retried — for example, while the automation is off, or after the person left the automation (unsubscribed, removed, or reached the goal).

Removing someone

Use Remove from automation on an active entry to take that person out. Their remaining steps won't run; what already ran stays in the history.

Enrolling contacts by hand

The Enroll contacts button on the Enrollments tab opens a picker for adding contacts directly. The automation must be on. Each contact enters at the first step; the automation's entry limit still applies, but its trigger conditions don't, so you can add someone the trigger would have passed over. Anyone the entry limit turns away shows as Skipped with the reason.