Automation goals and results
Track how well your automations are performing and view task activity.
Setting a goal
When building an automation, you can set a goal to track whether clients take a desired action after entering the sequence. Goals are optional but useful for measuring whether your automation is actually working.
Common goals to track:
- Client purchases a pricing option (conversion from a welcome sequence)
- Client books a class (engagement after a win-back campaign)
- Client reaches a milestone
Once a goal is set, the automation results page shows how many enrolled clients completed it. If a client completes the goal, they will immediately exit the automation.
Choosing which purchases count
When your goal is Purchases, the pricing option selector decides which purchases count as completing it:
- Any Service or Package — any purchase the client makes completes the goal and exits them from the automation.
- One or more specific pricing options — only a purchase of those exact pricing options completes the goal. If the client buys anything else, they stay enrolled and the sequence keeps running.
If you want clients to stop receiving follow-ups as soon as they buy anything, set the goal to Any Service or Package. Selecting the same pricing options you used in the trigger means only a repeat purchase of those same options will exit the client — a client who buys a membership or a different package will keep moving through the sequence.
Viewing automation results
From Marketing → Automations, you can see performance metrics for each automation:
| Metric | What it means |
|---|---|
| Delivered | Email or SMS was successfully sent |
Delivered, opened, and clicked rates won't appear for steps that use a Time Delay or Task action — only for email and SMS steps.
Viewing and managing tasks
Tasks created by automations appear in Marketing → Tasks.
Each task starts with a status of Not Started. Update the status to In Progress or Done from the dropdown next to the task.
To take action on a task: Click the Text or Email button to generate a personalized message to the client. Phone and "Other" task types don't have a built-in action — you handle those outside of Arketa.
To filter by assignee: Use the Task Assignee filter to see only tasks assigned to a specific team member.