---
title: "Understanding automations analytics"
updated: 2026-06-09
---

# Understanding automations analytics

> Available on **paid beehiiv** plans.

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. 

![](https://beehiivhelp.zendesk.com/hc/article_attachments/40802154000151)

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.

![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117325616151)

### 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

![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117303976471)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.

![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117328956823)

### 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

![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117303978135)

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   
    ![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117325737111)

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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.

**![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117303875223)**

### 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).

![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117303985687)
> **Tech Note**
>
> If you see different completion counts on the same step, it may indicate the automation was edited while live and some subscribers passed through an earlier version of the step.

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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.  
  
![](https://beehiivhelp.zendesk.com/hc/article_attachments/38996122224023)  
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.   
      
    ![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117325739927)
-   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.  
      
    ![](https://beehiivhelp.zendesk.com/hc/article_attachments/38996086878103)  
    ![](https://beehiivhelp.zendesk.com/hc/article_attachments/38996086878487)

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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.

![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117303990551)

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.

![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117325619351)
> **Tech Note**
>
> Subscribers marked as **Conditions unmet** did not enter or advance through a step because one or more conditions, either on that step or an earlier step in the workflow, were not met. These subscribers will not continue through the automation.

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.  
  
![](https://beehiivhelp.zendesk.com/hc/article_attachments/38990934266263)

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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**.  
  
![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117325746583)

### From a workflow step

Click a step on the canvas to open the **Properties** panel on the right, then select the **Activity** tab.  
  
![](https://beehiivhelp.zendesk.com/hc/article_attachments/37117325622295)

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](https://developers.beehiiv.com/welcome/getting-started), 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.

> **Tech Note**
>
> API access requires an API key. See [How to access your publication ID or API keys](https://beehiivhelp.zendesk.com/hc/en-us/articles/13091918395799) for setup instructions.

### List all automations (aggregate stats)

The [List automations endpoint](https://developers.beehiiv.com/api-reference/automations/index#response.body.data.stats.email) 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](https://developers.beehiiv.com/api-reference/automations/show#response.body.data.stats.email) 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](https://developers.beehiiv.com/api-reference/automations/list-emails#response.body.data.stats) 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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