SleekView for FunnelKit Automations: contacts, automations, and broadcasts as tables
FunnelKit Automations stores contacts, automations, broadcasts, and events across its own custom tables. SleekView joins them into one CRM-style grid where marketing operators slice segments without leaving WordPress.
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Find any contact or automation step fast
FunnelKit Automations runs its own CRM inside WordPress: contacts, lists, tags, automation runs, and broadcast events all live in dedicated tables tied to wpfunnel_automations and related schemas. The default admin presents contacts and automation runs on separate screens, which means building a segment like "recently engaged subscribers in the Trial Drip automation with a customer tag" requires three screen visits and a mental cross-reference. SleekView joins the tables and surfaces contacts plus their active automation, last event, and tag stack on one row.
The grid handles the practical email-marketing workflows. Multi-tag AND or OR filtering matches FunnelKit's own segment logic so the operator builds segments in the same mental model they already use. Sort by last engagement to find warm contacts for a focused broadcast. Filter by active_automation to see who is mid-sequence in the Welcome Series versus the Win-back. Inline tag edits route through FunnelKit's hooks so any tag-triggered automation still fires when the change happens in the grid.
Saved views replace repetitive segment building. Recently engaged customers, Trial cohort week 2, Unsubscribed in last 14 days, and Broadcast click-throughs become one-click pins. Export the filtered segment to CSV when feeding paid ads or another tool, but keep the source segmentation inside WordPress where the data lives. List owners audit list health by filtering for low-engagement subscribers and trim the dead weight without leaving the dashboard.
Workflow
Cross-filter contacts and automations fast
Connect the schema
Add segment columns
Save segment views
Edit and export
Sample columns
A typical FunnelKit contact view
FunnelKit custom tables for contacts, automations, broadcasts, events
| Status | Tags | Active Automation | Last Event | Engaged | |
|---|---|---|---|---|---|
| nora@shop.com | subscribed | lead, vip | Welcome Series | email_open | 2026-04-24 |
| sam@shop.com | pending | trial | Trial Drip | email_send | 2026-04-23 |
| zoe@shop.com | unsubscribed | churned | — | unsubscribe | 2026-04-20 |
| leo@shop.com | subscribed | customer | Post-Purchase | link_click | 2026-04-25 |
Comparison
Default FunnelKit Automations admin vs SleekView
Default FunnelKit admin
- Contacts and automation runs split across separate screens
- Tag filtering is single-tag at a time
- No combined view of last event plus active automation
- Limited sorting on broadcasts list
- Bulk tagging requires the actions menu and a reload
SleekView
- Contacts plus their active automation in one grid
- Multi-tag AND or OR filtering
- Sort by last engagement to find warm contacts
- Inline-edit tags and status without opening profiles
- Saved views per segment for one-click access
Features
What SleekView gives you for FunnelKit Automations
CRM-style grid
Every contact appears with status, tags, and current automation step on one row. The view replaces the back-and-forth between FunnelKit contact and automation screens with a single segment-building surface.
Engagement filters
Filter by last event type to find recently active subscribers or quiet ones. Stack engagement with tag and automation filters to build segments that match FunnelKit's own segmentation logic.
Inline tagging
Add or remove tags right in the grid. Changes route through FunnelKit's tag helpers so any tag-triggered automation fires as if the edit happened in the contact profile screen.
Audience
Who uses SleekView for FunnelKit Automations
Marketing operators
Spot top-engaged contacts and shape segments without leaving WordPress. The grid replaces three-screen segment-building with a one-click filter stack tuned to the campaign at hand.
List owners
Audit list health by filtering for unsubscribes, hard bounces, or low-engagement contacts. Trim the dead weight in bulk with FunnelKit hooks firing per row, keeping deliverability and reporting accurate.
Support team
Find a contact's exact step in an automation when troubleshooting tickets. The active-automation column shows which sequence and which step, so support can answer "why didn't I get the email" without paging the marketing lead.
The bigger picture
CRM workflows belong on one screen
Marketing operators live in segments. "Customers who clicked the last broadcast and are not in the Win-back automation," "Trial signups in week 2 who opened the welcome email," "VIP tag holders who have not engaged in 30 days." Each of those segments is a real campaign decision that ought to take 30 seconds to build. FunnelKit Automations stores all the data needed to answer the question, but split across contact, automation, and event screens, the answer requires either a developer query or a series of careful clicks.
SleekView pulls the schema together so the operator works the way they think: one grid with multi-tag filters, last-event sorts, and active-automation visibility. The marketing team stops asking the developer for ad-hoc reports, the list owner audits list health weekly without copying CSVs, and segment building becomes a habit instead of a project. FunnelKit keeps doing the hard parts of the CRM and automation engine; SleekView turns the result into a workable surface for the people running campaigns.
Questions
Common questions about SleekView for FunnelKit Automations
Yes. Contacts, automations, broadcast events, and tag tables all map into one configurable grid. The joins happen at the view layer so the data stays current with FunnelKit's own writes, and no separate sync or import step is required to keep the grid accurate.
 Yes. Tag changes go through FunnelKit's helpers so any tag-triggered automation still fires when the edit happens in the grid. Bulk-add or bulk-remove tags across selected rows in one action, with the same hooks running as if each contact were edited individually in the FunnelKit profile screen.
 Yes. Active step and last event are visible per contact row. The view also exposes which automation a contact is enrolled in, so the operator can spot contacts mid-sequence in the Welcome Series versus those who exited at step 3 of the Trial Drip without opening individual contact profiles.
 Yes. Filter by last engagement timestamp, subscription date, or automation enrollment date to build cohort views. Common patterns include Trial signups week 2, Subscribers who engaged in the last 7 days, and Long-time contacts with no activity in 90 days, all available as saved views.
 Yes. Custom fields registered with FunnelKit can be added as columns in the grid and used as filter or sort dimensions. Lifecycle stage, lead source, MRR tier, and any other custom field becomes a real first-class column instead of a hidden value buried in the contact profile.
 Yes. Filtered contacts export to CSV with whatever columns are visible. The export respects sort order and active filters, which keeps the file ready for direct import into ad platforms or external email tools without further cleanup or column-renaming work.
 Switch to the broadcast view to see every send with open rate, click rate, unsubscribe count, and revenue if FunnelKit is tracking it. Drill from a broadcast row to the recipient list to find who clicked or who unsubscribed, which is the segment-building shortcut that follows naturally from a campaign post-mortem.
 Contact data flowing in from FunnelKit Cart and Funnel Builder shows up in the same grid because it writes to the same contact table. Order-source columns can be added to track which funnel a contact converted through, which makes attribution and follow-up segmentation a single saved view.
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