Understanding the Dashboard


The graph at the top of your Automations Dashboard reflects the overall performance of all of your Automations. You can view this by either Revenue or Orders. The default time frame is the Last 7 Days, but you can change this to Last 30 Days, Last 90 Days, or Year to Date.


This section is an overview of all of your Automation Flows. Every Automation will have 3 statuses - On, Off, and Demo. Simply click the toggle next to each one to change the status of your Automation:

  • On - This Automation is live and sending to your customers

  • Off - This Automation is off and not sending to anyone (including your internal team)

  • Demo- This Automation is only being sent to you, or the email you have designated to receive Demo Mode emails in your Master Settings. The flow is NOT being sent to customers.

Editing the flow status controls all actions within the flow. For example, turning off the Abandoned Cart automation will turn off all 3 actions associated with this flow.


The Actions section shows the individual Actions that are included in each Automation Flow. For example, the Abandoned Cart Flow below has 3 associated Actions:

Viewing Sent & Scheduled Automated Emails

To find what emails are sending and to which customers, scroll down to your Actions table.

Click on the three dots next to left of the On status for the email you are wanting information on. From there, select Scheduled emails.

Scheduled Email Statuses

The recipient's email is the person receiving the specific email you're viewing. If the status is scheduled, that means it will send once the designated timing has been met.

Different flows may have different statuses. For instance, on an Abandoned Cart email you may see that status Cart Purchased, which means the customer bought the items in their cart before we could send out an email.

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