Automation Report

Based on the automation you build, you can create automation reports to track their progress.

1

Enable Report

Before creating an Automation Report, you must enable the report for a particular Action Node.

• Go to any Action Node in your workflow.

• Enable the Report button.

• Set a name for this report.

• Click Update Node once done.

Enabling this report allows Marqvia to track which contacts have triggered this specific Action Node.

2

Create Funnel View

• Once you have enabled reporting for all the Action Nodes you wish to track, click on the Automation Report button to go to the Automation Funnel Report window.

• Then, click on the + button to create a new report. Define a name for your report.

• This will open the Create Automation Report window. Here, you will see a full list of all the events with the names you set under the Enabled Report section earlier. Drag the events you wish to track and drop them onto the panel on the right.

• Once done, it will look something like the example below. Click the Save button on the top right once you are satisfied.

3

View Report

• Go back to the Automation Funnel Report window, and you will see the newly created Automation Report. You may click into it to view the real-time report.

• You can filter the report by a Date Range using the menu on the top right.

• Click on the Download button to download the unique users' database captured within the selected date range as a CSV file to your device.

• Click on the "Automations Funnel Reports" text on the top left to go back to the Automation Funnel Report window, or the "Automations" word to go back to the Automation module.