Automation Dashboard
Single page summary of every running automation: active customers per workflow, completion rate, conversion, recent errors. Daily monitoring surface.
On this page
The Automation Dashboard is your daily monitoring surface for email/SMS workflows. Shows every running automation with status, customers currently in it, completion rate, and any recent errors. Treat as a morning check.
You'll work at /admin/store/{storeId}/marketing/automations.
What the dashboard surfaces
| Metric | Purpose |
|---|---|
| Status | Active / Paused / Draft |
| Customers in flow | Currently progressing through |
| Completion rate | % who reach the end of the sequence |
| Conversion rate | % who placed an order during the flow |
| Recent errors | Send failures, template errors |
Before you begin
- You are signed in to your Tanqory store admin.
- You have View marketing permission.
- You have at least one automation running.
Steps
1. Open Marketing > Automations
The Automations dashboard renders.
2. Scan automation status
Each row shows status. Active = running. Investigate Paused or recently changed.
3. Read customers in flow
Roughly how many people are in your active automations at any time.
4. Check completion rate
If a workflow's completion rate is low, customers are dropping out. Investigate which step.
5. Check conversion rate
The whole point. Low conversion = workflow not delivering.
6. Investigate recent errors
Send failures, template errors, missing variables.
7. Drill into specific automations
Click into any automation for full per-step analytics.
8. Set a daily check cadence
5 minutes daily prevents drift.
Verify the result
- All metrics render.
- Errors investigated promptly.
- Completion + conversion trends visible.
Best practices
- Daily 5-minute check.
- Investigate errors immediately.
- Trend over time more important than single-day numbers.
- Use conversion rate as the primary KPI.
Common mistakes
- No daily check: silent failures accumulate.
- Ignoring errors.
- Reading completion without conversion: high completion + low conversion = boring sequence.
- Single-day reaction: trend matters.
If something goes wrong
- Send errors: verify sender DNS + template syntax.
- Customers stuck mid-flow: verify trigger conditions remain met.
- Permission denied: your role lacks View marketing.
Next steps
Related articles
Still stuck?
- Ask Tanqory AIAsk in your own words. It answers from these articles and links the ones it used.
- Ask in your adminThe assistant in your Tanqory admin answers and makes the change for you once you confirm.
- Contact TanqoryWrite to our privacy, security or legal teams, or talk to sales about a plan or a move.