Understanding automations 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-to-open 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-to-open rate (CTOR)
• 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).

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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. 
  
  
  
• If using A/B testing on an email, you’ll also be able to view this on the step activity panel and Email analytics page.
  
  
  
  
  
  

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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). 
• Waitingsubscribers: Subscribers currently on the step, including those held by time delays.

For True/false, Multi-split, and Random cohort branches, the step card shows how many subscribers entered each path. Click the step to open the Activity panel on the right for a full breakdown of subscribers per path.

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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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Accessing automations stats via the API

If you use the beehiiv Public API, you can retrieve automations performance data programmatically using three dedicated endpoints. These endpoints surface the same email engagement stats visible on the Overview and Performance tabs in the beehiiv UI, making it possible to pull automations analytics into external dashboards, reporting pipelines, or data tools.

List all automations (aggregate stats)

The List automations endpoint returns a paginated list of all automations for a publication. Each record in the response includes aggregate email stats (such as open rate, click rate, and delivery data) across the full automation.

Use this endpoint when you want a high-level view of how all your automations are performing in a single call.

• Method: GET
• Path: /v2/publications/:publicationId/automations
• OAuth scope: automations:read

Get a specific automation (aggregate stats)

The Get automation endpoint returns aggregate email stats for a single automation by its ID. This mirrors the summary metrics shown at the top of the Overview page in the UI.

Use this endpoint when you need a focused stats pull for one automation.

• Method: GET
• Path: /v2/publications/:publicationId/automations/:automationId
• OAuth scope: automations:read

List emails for a specific automation (per-email stats)

The List automation emails endpoint returns stats broken down by individual email within a specific automation. This corresponds to the per-email breakdown in the Performance tab of the UI, where you can see recipients, delivery, open rate, CTR, and spam rate for each email in the sequence.

Use this endpoint when you need granular, step-level email performance rather than automation-wide totals.

• Method: GET
• Path: /v2/publications/:publicationId/automations/:automationId/emails
• OAuth scope: automations:read

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