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Frank Hagan
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    Automation Log

     

    About the Automation Log

    The Automation Log actively records and stores a list of any manual or automated actions performed on your Contacts. This feature comes in handy when you need to trace the path of your Contacts through your automated builds for troubleshooting, or want to test any new builds you're likely to implement.  The actions can be performed by Users, ONTRAPORT Smart Forms, Campaigns, API, Rules (advanced feature) and in-Sequence Rules (legacy feature).

    automation logs

    The Automation Log is located in the Contact Record on the History tab.

    Action Type
    • Field change - Discern when a Contact field was last updated, what the field value was prior to the update, and how it was changed (Campaign, manual entry, Rule, Sequence, etc.)
    • Campaign - Distinguish when and how a Contact was added or removed from a Campaign and what or whom is responsible for the action.
    • New Contact (or Object)  - See when a new Contact was created as well as the source (Smart Form, manual entry, etc.)
    • Tag Change - Discern when and how a Tag was added to or removed from a Contact and what or whom is responsible for the action.
    • Sale - See when a sale happened, how it was logged, and the details of the transaction
    • Sequence (Legacy Feature) - Discern when and how a Contact was added to or removed from a Sequence and what or whom is responsible for the action.
    Action Sources
    • ONTRAPORT Users
    • Campaigns
    • Smart Forms (ONTRApages, ONTRAforms and Legacy Smart Forms)
    • Rules in Sequences (Legacy)
    • Rules on Smart Forms (Legacy)
    • Global Rules (Advanced)
    • API
    Automation Log Format

    The Automation Log records the date and time, the action type, and a description of the action.

    • The Type column lists the type of action taken.
    • Description includes the specific action, the source of the action and other identifying information such as a transaction ID.
    Searching the Automation Log

    You can search the Automation Log using the search box. Search by:

    • Date, by entering the date without the time stamp.
    • Type by entering the type name such as Field Change .
    • Description keyword such as "Transaction".
    • Field Name, such as "Card Expiration Date".
    FAQs

    Q. Can I export the Automation Log?

    A. No, the Automation Log cannot be exported. You can highlight the entries shown on screen, copy and then paste them into Excel. 

    Q. We use a single log in for several Users; can we tell who is actually doing the action?

    A. The Automation Log records the User by looking at the log in information. That User will be listed as the one making the change. We recommend you use a different ONTRAPORT User for each person logging in.

    Q. I have a specific question about this process that is not covered in the article. Where can I get a quick answer?

    A. Check at the ONTRAPORT Q&A Forum. Or, during Support hours, chat our Support team for assistance (see the link in the help menu inside the app or initiate the chat at http://ontraport.com).

     

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