Every node in your automation has special indicators that show the processing state of the added contacts in real time. The system has two fundamentally different types of statuses: global contact statuses (found only on the starting Segment node) and local task statuses (found on all other nodes).
Global contact statuses (Segment node)
The Segment node tracks the overall lifecycle of the contacts in the automation.
The segment shows the following contact statuses:
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Ready: The profiles have been fully processed by the system and are ready for interaction. As soon as you launch the automation, the contacts will start performing tasks.
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Waiting Enrichment: The system is still working on collecting or updating data for these contacts. Depending on the size of your database, background enrichment can take up to 48 hours. As soon as enrichment is complete, the contacts will automatically change status and start performing tasks.
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In Progress: The contacts are being processed right now and are performing tasks.
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Finished: The contacts have successfully gone through the entire automation sequence and reached the end.
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Canceled: The automation was canceled for these contacts.
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Failed: An error occurred on a specific node that completely blocked the contacts from moving further.
🟡 Note: All the numbers next to the statuses in the Segment node are clickable. Click a number, and you'll instantly go to the internal CRM system, where a filtered list of contacts with exactly that status will open.
Local task statuses
Unlike the segment, all communication and logic nodes show the execution status of a specific task. This lets you monitor the process precisely.
The system uses the following task indicators:
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In Progress: The task has been created successfully and is waiting to be executed.
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Delegated: The task has been passed to the queue on the platform's servers. If this status doesn't change for several hours, we recommend contacting support.
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Completed: The scheduled task was executed successfully.
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Skipped: The task was skipped. When a task is skipped, the contacts automatically move on to the next node.
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Canceled: Execution of the task was canceled. When a task is canceled, the contacts stop performing actions and don't move on to the next nodes.
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Failed: A system or logic error occurred while trying to execute the task.
🟡 Note: Clicking the status number in a regular node opens a special modal window. There you can review key details, such as dates and error reasons, as well as restart or cancel tasks in bulk.