Understanding automation analytics

Once an automation is live, beehiiv provides detailed analytics to help you understand how subscribers move through each workflow and how individual steps perform. From high-level outcomes to step-by-step engagement, these insights make it easier to evaluate what’s working, identify drop-off points, and optimize your automations over time.

This guide explains:

• Where to see how your automation is performing and what each metric means.
• How to view step-level activity from the workflow.
• Ways to remove subscribers from automations.

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Overview page: How your automation is performing

Each automation opens on the Workflow page where you create the workflow, then once it's been published, the Overview page shows the performance. 

At the top of the Overview page, you’ll see summary metrics including:

• Open rate: The percentage of subscribers who opened automation emails (if email steps are included).
• Completed subscribers: Number of subscribers who reached the end of the automation.
• In-progress subscribers: Number of subscribers currently moving through your live automations.

Journey tab

Below the snapshot metrics on the Overview page, you’ll find the Journey and Performance tabs.

At the top of the Journey tab is the Subscriber journey chart, which visualizes how subscribers move through the automation. It shows when subscribers:

• Entered the automation
• Are in progress
• Completed the automation
• Exited early
• Were removed

You can adjust the timeframe (for example, to the last 24 hours) using the filters above the chart.

Subscriber list

Following the chart is a detailed subscriber list showing everyone who has entered the automation, including:

• Subscriber info: Email address and entry timestamp.
• Status: Shown as Completed, In Progress, Exited, or Removed.
• Trigger: Specifies the trigger that enrolled them in the automation.
• Step reached: The last step they reached in the automation.
• Exit reason (if applicable): Such as unmet conditions, made inactive, or account deletion.
• Open rate: Their open rate for any automation emails they received.
• Click rate: Their click rate for any automation emails they received.

Performance tab

The Performance tab focuses on email delivery and engagement across the automation.

At the top, you’ll see the Email performance chart, which includes aggregate metrics like:

• Recipients
• Delivered
• Unique opens
• Click-through rate (CTR)
• Spam reports

You can toggle individual metrics on or off using the checkboxes and sort results by newest first or oldest first.

Below the chart, each email in the automation is listed with:

• Email subject and date
• Number of recipients the email was sent to
• Number of recipients the email was delivered to
• Open rate percentage
• Click-through rate percentage  
• Spam rate rate percentage 
  
  

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Workflow page: Step-level performance

The Workflow page is where you build your automation, and once it’s live, it also displays performance at the step level.

Action step insights 

Each action added to your workflow has unique capabilities. Once live, the cards for the action steps may show:

• The number of subscribers currently waiting on that step.
• The number of subscribers who have completed the step.
• The number of conditions applied to that step (time delay steps do not show conditions).

Email analytics within steps

For steps that include an email, you’ll see an Email analytics icon at the top of the step card. 

Clicking it opens analytics for all emails in the automation, with tabs for:

• Performance: Shows the number of recipients, and percentages for open rate, CTR, and unsubscribe rate.
• Interactions: Who opened or did not open the email, clicked, or unsubscribed.
• Paid subscriptions: Whether subscribers upgraded or downgraded after receiving the email. 
  
  
  

Step activity and subscriber visibility

Clicking on any step opens detailed subscriber activity in the panel on the right.

Each step includes:

• A Properties tab for configuration.
• An Activity tab for subscriber-level activity data.

The Activity tab contains two sub-tabs:

• Completed subscribers: Subscribers who have finished or exited the step. Shows the details for the number of subscribers on the step card, along with a timestamp of the subscriber’s completion and their status (Completed, Inactive, Conditions unmet). 
• Waiting subscribers: Subscribers currently on the step, including those held by time delays.

Using true/false branches

For True/false branches, the step card also shows how many subscribers entered the true path and the false path, plus lists of those subscribers for each branch.

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Removing a subscriber from an automation

You can remove a subscriber from an automation in two places:

From the Overview page

If the subscriber hasn’t completed the automation, go to the subscriber list on the Overview page and click the three dots menu, then select Remove from automation.

From a workflow step

Click a step on the canvas to open the Properties panel on the right, then select the Activity tab.

From the Completed subscribers tab, locate the subscriber and click on the trashcan icon to remove them. 

If the subscriber has already completed the step, they’ll be removed from the entire automation instead of just that step.

Removing a subscriber removes them from the entire automation, not just a single step. They will not proceed further, and their status will be listed as Removed.

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