This article covers how to view automation history for a contact record in Keap™, including how to access the Automations card, what action statuses are displayed, and what quick actions are available for individual automation steps. This article does not cover how to create or edit automation campaigns. For help building automation campaigns, see how to create a campaign in the Keap automation builder.

Why Viewing Automation History on a Contact Record Helps You Support Clients Better

When reviewing a contact record, knowing which automation steps have already run and which are still scheduled gives you the full picture of what the contact has experienced and what is coming next. The Automations card on the Keap contact record displays the automation history for that individual contact — including past actions that have completed, steps that were skipped or cancelled, and upcoming steps that are scheduled to run. This context helps you troubleshoot automation issues, avoid duplicate outreach, and have more informed conversations with clients. Automation history is available for the last 30 days or the last 25 items per goals, sequences, and steps — whichever limit is reached first.

How to View Automation History on a Contact Record in Keap

Follow these steps to view the automation history for a contact in Keap. The contact must have been added to at least one automation for the Automations card to display history.

1. Open the contact record and select the Automations card. The automation history panel opens on the right side of the contact record displaying the automation details for that contact.

   

   The screenshot above shows a Keap contact record with the Automations card selected. Selecting the Automations card opens the automation history panel on the right side of the contact record. The panel displays the automation campaigns the contact is enrolled in along with the individual action history.

2. The automation history panel displays each individual action with a status tag. Each action is tagged with one of the following statuses:

   • Active — The action is currently running for this contact.

   • Completed — The action has finished running for this contact.

   • Skipped — The action was bypassed and did not run for this contact.

   • Cancelled — The action was stopped before completing for this contact.

   • Upcoming — The action is scheduled to run for this contact in the future.

   

   The screenshot above shows the automation history panel on a Keap contact record. Individual automation actions are listed with status tags displayed next to each action. The status tags indicate whether each action is Active, Completed, Skipped, Cancelled, or Upcoming for this specific contact.

3. Each action in the automation history panel displays quick action options relevant to that action type. The available quick actions depend on the type of automation action. For example, an action that sends an email displays options to view the email or resend it to the contact directly from the automation history panel.

   

   The screenshot above shows the automation history panel on a Keap contact record with an email action displaying quick action options. The View Email option opens the email that was sent to the contact. The Resend option sends the email to the contact again directly from the automation history panel without needing to navigate to the campaign builder.

Frequently Asked Questions

What does this article cover?

This article covers how to view automation history for a contact record in Keap, including how to access the Automations card, what action statuses are displayed, and what quick actions are available for individual automation steps. This article does not cover how to create or edit automation campaigns. For help building automation campaigns, see how to create a campaign in the Keap automation builder.

How far back does the automation history go on a contact record?

The automation history on a contact record is limited to the last 30 days or the last 25 items per goals, sequences, and steps — whichever limit is reached first. Automation activity older than 30 days or beyond the 25-item limit per category will not appear in the automation history panel.

What do the automation action status tags mean?

Each automation action in the history panel is tagged with a status that indicates its current state for that specific contact. Active means the action is currently running. Completed means the action has finished. Skipped means the action was bypassed. Cancelled means the action was stopped before completing. Upcoming means the action is scheduled to run in the future.

What quick actions are available from the automation history panel?

The quick actions available for each automation action depend on the action type. Email actions display options to view the email or resend it to the contact. Other action types may display different quick action options depending on what is applicable to that action. Quick actions are performed directly from the automation history panel without needing to navigate to the campaign builder.