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Market to Your Customers with Account Engagement
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            Automation Open Rules Audit

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            Automation Open Rules Audit

            Email service providers are making changes to increase privacy protections for their users. In part, these changes affect the accuracy of email open data. The Open Rules Audit page in Account Engagement identifies which of your automations rely on open data. Use this information as needed to move toward more reliable engagement metrics.

            Required Editions

            Available in: All Account Engagement Editions

            To access the Open Rules Audit page, navigate to Reports, or Account Engagement Reports in the Lightning App, and then navigate to Marketing Assets | Automations | Open Rules Audit.

            The Overview section gives you a high-level look at how many of your automations rely on open data.

            Engagement Programs
            The total number of Engagement Studio programs that include open-based trigger steps
            Engagement Program Triggers
            The total number of open-based trigger steps across all engagement programs
            Dynamic Lists
            The total number of dynamic lists with open-based rule criteria
            Automation Rules
            The total number of rules with open-based criteria
            Screenshot of the open rules audit page with callouts on the clickable areas.

            Each remaining section on the page shows a breakdown of the totals in the Overview. Click the title for each total to jump to the corresponding section (1). Within each section, you can click the name of the automation to open it and make changes (2).

             
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