How to Track Automation Executions

Learn how to view automation execution history to understand when automations ran, which customers received actions, and how automations are performing.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage automations (typically organization owners and admins have this permission)
• An automation that has run (or will run)

Steps

Step 1: Navigate to Automation

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Automations
3. Find the automation you want to track
4. Click on the automation to open it

What happens next: You'll see the automation details page.

Step 2: Find Execution History

1. On the automation page, look for Execution History section
2. This section shows:
   • When automation ran
   • Which customers received actions
   • Execution status
   • Performance metrics

Note: Execution History provides detailed information about automation runs.

Step 3: View Execution History

1. See execution list:

   • View all automation executions
   • See execution dates and times
   • View customer information
   • Check execution status

2. Execution information:

   • Date/Time: When automation ran
   • Customer: Which customer received actions
   • Status: Success, failed, pending
   • Actions: What actions were executed

Note: Execution History shows complete automation execution records.

Step 4: Review Execution Details

1. Click on execution to view details:

   • See complete execution information
   • View customer details
   • Check action results
   • Review execution status

2. Execution details:

   • Customer information
   • Actions executed
   • Execution results
   • Any errors or issues

Note: Execution details provide complete information about each automation run.

Step 5: Monitor Performance

1. Review execution metrics:

   • Total executions
   • Success rate
   • Failed executions
   • Customer reach

2. Performance analysis:

   • Understand automation effectiveness
   • Identify issues or failures
   • Track customer engagement
   • Measure automation success

Note: Performance metrics help you understand automation effectiveness.

How Execution Tracking Works

When automations execute:

1. Execution recording:

   • Each execution is recorded
   • Customer information is tracked
   • Actions are logged
   • Status is recorded

2. History maintenance:

   • Execution history is maintained
   • Records are accessible
   • History helps with troubleshooting

3. Performance monitoring:

   • Track execution frequency
   • Monitor success rates
   • Identify patterns
   • Measure effectiveness

Tips

• Review execution history regularly
• Monitor execution success rates
• Check for failed executions
• Track customer reach
• Use history for troubleshooting
• Analyze performance metrics

Troubleshooting

Problem: I don't see Execution History Solution: Check that:

• Automation has run at least once
• Execution History feature is available
• You're viewing automation details

Solution: Verify automation has executed. Execution History appears after automations run.

Problem: Execution History is empty Solution: Check that:

• Automation has been triggered
• Automation is enabled
• Trigger conditions are met

Solution: Verify automation is enabled and has been triggered. Execution History appears after executions.

Problem: I see failed executions Solution: Check execution details:

• Review error messages
• Check action configuration
• Verify customer information
• Fix issues and re-run

Solution: Review failed execution details. Fix configuration issues and verify automation setup.

Problem: Execution isn't appearing Solution: Check that:

• Automation triggered successfully
• Execution was recorded
• History is loading correctly

Solution: Verify automation triggered. Check execution was recorded. Refresh page if needed.