Understanding the Workflow History and Status Tabs

When you need to know what is happening for particular contacts within a workflow and are looking into the behavior of a workflow it is crucial to understand where to look for this information.

Here's how to view and understand the Status and History of Workflows.

• Navigate to the Status tab within the Workflow Builder for a particular workflow.

• Use the dropdown menus to sort and filter through the current statuses for your Workflow.

• Here, you can view the Contacts, Date Added, Current Step, Workflow Status, Next Execution, Execution Log, and Actions.

• For Contacts, you will be able to view the full history of actions for the contact within the specific workflow. If they’ve been in it more than once, you’ll see all the actions from each time they were added.

• Next Execution will give you a preview of what their next step in the chain of events will be.

• The Execution Log allows you to view the history of actions for the contact within the specific Workflow. If they’ve been in it more than once, you can use the icon to the left of their name for the complete history within this Workflow.

Navigate to the

History

tab within the Workflow Builder for a particular workflow.

• Use the dropdown menus to sort and filter through the current statuses, action types, or even specific contacts for your Workflow.

• Here you see the Contact, the action they’re on, the status of the action, when it was last executed, event details under “More Details”, and the execution log of a specific contact with “Execution Log”.

• For Contacts, you’ll see the name and email or phone number of the contact, and have the ability to jump directly to their contact profile.

• Action shows the current/last action the contact is on.

• Executed on shows when the last action was executed

• More Details typically shows a bit more in depth information for troubleshooting.

• Execution Log shows you the full history of that particular contact.