{"id":894,"date":"2025-10-11T00:20:38","date_gmt":"2025-10-11T00:20:38","guid":{"rendered":"https:\/\/smppcenter.com\/kb\/?p=894"},"modified":"2025-10-11T00:20:40","modified_gmt":"2025-10-11T00:20:40","slug":"how-to-track-user-automation-status-and-view-recipients","status":"publish","type":"post","link":"https:\/\/smppcenter.com\/kb\/how-to-track-user-automation-status-and-view-recipients\/","title":{"rendered":"How to Track User Automation Status and View Recipients?"},"content":{"rendered":"\n<p>The <strong>User Automation Status<\/strong> page (also called Recipients page) shows which users have received which automation steps, providing insights into campaign progress for each user.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Accessing User Automation Status:<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Admin Panel > User > User Automations<\/strong><\/li>\n\n\n\n<li>Find the automation you want to monitor<\/li>\n\n\n\n<li>Click <strong>&#8220;Recipients&#8221;<\/strong> button for that automation<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Information Displayed:<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Column<\/th><th>Description<\/th><\/tr><\/thead><tbody><tr><td><strong>Recipient ID<\/strong><\/td><td>Unique identifier for the recipient record<\/td><\/tr><tr><td><strong>User ID<\/strong><\/td><td>ID of the user<\/td><\/tr><tr><td><strong>User Name<\/strong><\/td><td>Full name of the user<\/td><\/tr><tr><td><strong>Email<\/strong><\/td><td>User&#8217;s email address<\/td><\/tr><tr><td><strong>Step Index<\/strong><\/td><td>Which email step was sent (0, 1, 2, etc.)<\/td><\/tr><tr><td><strong>Step Details<\/strong><\/td><td>Metadata about the step (day number, inactive days)<\/td><\/tr><tr><td><strong>Sent Time<\/strong><\/td><td>When the email was sent<\/td><\/tr><tr><td><strong>Metadata<\/strong><\/td><td>Additional campaign information<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Understanding the Data:<\/strong><\/h4>\n\n\n\n<p><strong>Progress Tracking:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Each row represents one email sent to one user<\/li>\n\n\n\n<li>Multiple rows for same user = they&#8217;ve received multiple steps<\/li>\n\n\n\n<li>Helps visualize user journey through your campaign<\/li>\n<\/ul>\n\n\n\n<p><strong>Step Progression:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Step Index 0 = First email<\/li>\n\n\n\n<li>Step Index 1 = Second email<\/li>\n\n\n\n<li>And so on\u2026<\/li>\n<\/ul>\n\n\n\n<p><strong>Campaign Completion:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users with all steps = completed campaign<\/li>\n\n\n\n<li>Users with partial steps = in progress<\/li>\n\n\n\n<li>Missing users = haven&#8217;t met criteria yet<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Use Cases:<\/strong><\/h4>\n\n\n\n<p><strong>Monitor Campaign Health:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>See how many users are progressing through steps<\/li>\n\n\n\n<li>Identify users stuck at certain steps<\/li>\n\n\n\n<li>Track overall campaign reach<\/li>\n<\/ul>\n\n\n\n<p><strong>Analyze User Engagement:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Compare which users respond to which emails<\/li>\n\n\n\n<li>Identify patterns in successful conversions<\/li>\n\n\n\n<li>Optimize future campaigns<\/li>\n<\/ul>\n\n\n\n<p><strong>Verify Delivery:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Confirm specific users received their emails<\/li>\n\n\n\n<li>Check timing of email delivery<\/li>\n\n\n\n<li>Ensure no duplicates were sent<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Exporting Recipient Data:<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>&#8220;Export Recipients&#8221;<\/strong> button at the top<\/li>\n\n\n\n<li>System generates a ZIP file containing CSV data<\/li>\n\n\n\n<li>File includes all recipient records for the automation<\/li>\n\n\n\n<li>Filename format: <code>automation_recipients_[automation_name]_[date_time].zip<\/code><\/li>\n<\/ol>\n\n\n\n<p><strong>Export Use Cases:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Analysis in Excel\/Google Sheets<\/li>\n\n\n\n<li>Integration with CRM systems<\/li>\n\n\n\n<li>Campaign performance reporting<\/li>\n\n\n\n<li>Compliance and record-keeping<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The User Automation Status page (also called Recipients page) shows which users have received which automation steps, providing insights into campaign progress for each user. Accessing User Automation Status: Information Displayed: Column Description Recipient ID Unique identifier for the recipient record User ID ID of the user User Name Full name of the user Email [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[301],"tags":[],"class_list":["post-894","post","type-post","status-publish","format-standard","hentry","category-automation"],"_links":{"self":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts\/894","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/comments?post=894"}],"version-history":[{"count":0,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts\/894\/revisions"}],"wp:attachment":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/media?parent=894"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/categories?post=894"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/tags?post=894"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}