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Run History

Run History gives you full visibility into every sequence execution — which records are enrolled, which steps have run, and whether any steps encountered errors.

Accessing Run History

Go to Automation and click on any sequence. Select the Run History tab to see all executions for that sequence.

Alternatively, go to Automation → All Runs to see a combined view of all sequences.

Run History List

Each row in the run history represents one record (a lead or deal) enrolled in the sequence:

ColumnDescription
Contact / DealThe enrolled lead or deal name
Enrolled atWhen the record entered the sequence
StatusActive, Completed, Stopped, Error
Current stepThe step currently being processed
Completed stepsNumber of steps finished
Total stepsTotal steps in the sequence

Run Statuses

StatusMeaning
ActiveThe record is currently moving through the sequence
WaitingA wait step is in progress (shows time remaining)
CompletedThe record has finished all steps successfully
StoppedThe sequence was manually stopped or an exit condition was met
ErrorA step failed (e.g. email could not be sent)

Viewing Step Details

Click any run row to expand the step-by-step detail:

Step 1 — Email: "Introduction Email"
  Status: Completed
  Sent at: 14 Jun 2024 09:05
  Recipient: sarah@clientco.com
  Open status: Opened (09:47)

Step 2 — Wait: 2 days
  Status: Completed
  Started: 14 Jun 2024 09:05
  Ended: 16 Jun 2024 09:05

Step 3 — Email: "Follow-up"
  Status: Completed
  Sent at: 16 Jun 2024 09:06
  Open status: Not opened

Step 4 — Notification: "Chase the lead"
  Status: Completed
  Notified: Jane Smith (in-app + email)

Stopping a Run

To remove a specific record from an active sequence:

  1. Find the run row in the history.
  2. Click Stop (the X button on the right).
  3. Confirm. The record is removed from the sequence and no further steps execute.

This is useful when a contact converts or replies before the sequence ends and you want to prevent further automated messages.

Error Troubleshooting

If a step shows Error status, click it to see the error message:

Common errorCauseFix
Email failed to sendEmail account disconnectedReconnect the email account in Settings → Integrations
Contact has no emailNo email address on the lead/dealAdd an email address to the contact
Stage not foundStage was deleted after sequence was createdUpdate the stage change step
Template not foundEmail template was deletedUpdate the email step to use a different template

Bulk Stop

On the Run History list, select multiple runs using the checkboxes and click Stop Selected to bulk-remove records from the sequence.

Monitor new sequences closely

When you first activate a sequence, check the Run History after 24 hours to ensure steps are executing correctly. Errors in the first few hours are much easier to fix before the sequence has processed many records.

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