This tutorial explains how to search for contacts within an active marketing automation program in Maileon

1. Introduction

You will also learn how to review the route taken by these contacts during the automation process.

Introduction

2. Navigate to Campaigns

Click the Campaigns section to access your marketing campaigns.

Navigate to Campaigns

3. Open Automations Tab

Click the Automations tab to view automation workflows linked to your campaigns.

Open Automations Tab

4. Select Active Automations

Click Active to filter and display only the currently running automation programs.

Select Active Automations

5. Choose Specific Automation

Click the number 2 to open the details of the second active automation program.

Choose Specific Automation

6. Access Search Field

Click the Text to search field to prepare for entering contact search criteria.

Access Search Field

7. Enter Detailed Search Term

Enter a more specific search term by filling the field with 'bram+hkington' to narrow down results.

Enter Detailed Search Term

8. Refine Search Further

Fill the search field with 'bram+hkington25' to specify the contact search even more precisely.

Refine Search Further

9. Navigate to Contact Details

Go to the relevant section or page where the contact details and route information are displayed.

Navigate to Contact Details

10. Open Contact Route

Click here to view the route taken by the selected contact within the automation program.

Open Contact Route

11. Close Route View

Click Close to exit the contact route view and return to the automation overview.

Close Route View

You have successfully searched for contacts within an active marketing automation program and reviewed the route taken by a specific contact. This process helps you track contact engagement and understand their journey through your automation workflows.
Powered by guidde