We are excited to announce the release of Automation Conversion Tracking. This feature empowers users to measure automation effectiveness by linking workflows to specific conversions or business goals, no more guesswork in which automations drive real results.
Key Features
- Track automation ROI quickly
Assign conversions or business goals to automations and view performance metrics - Exit contacts automatically
Option to remove contacts from automations once they convert - Rebranded action
“Jump to” replaces legacy “Goals” action for clearer workflow navigation
Benefits
- Prove campaign impact
See exactly which automations drive conversions. - Save time
Automatically exit converted contacts to focus on high-value audiences
Upgrade and/or Setup Instructions
- Lead nurturing
Track how many leads convert to customers after entering a nurture workflow. Tie nurture automations directly to revenue by tracking which leads convert (e.g., demo bookings, purchases) - Retention campaigns
Measure upsell success from retention automations. Identify which retention triggers (e.g., discount offers, feature tutorials) actually drive expansions. - Event follow-up sequence
Attribute registrations or purchases to specific automation touches. Exit leads automatically after conversion to avoid redundant touches.