When managing workflows, it's important to understand how to monitor the behavior and performance for individual contacts. This helps in diagnosing issues and ensuring that everything is functioning as expected. Advisor's Growth offers tools like the Execution Logs and Enrollment History to help you track and analyze these details.
Viewing and Understanding Workflow Status and History
Navigate to the Execution Logs:
Within the Workflow Builder, select the Execution Logs tab for a particular workflow.
You’ll see a list showing each contact, the action they are on, the status of the action, when it was last executed, and event details under the More Details section.
There’s also an option to view the Execution History of a specific contact.
Use the dropdown menus to filter or sort by Contact, Action, Executed On (date/time), Status, and other relevant data points.
View Contact History in the Workflow:
For each contact, you can see the full history of actions they’ve experienced within the workflow.
If the contact has been part of the workflow more than once, the log will display all actions from each time they were added.
Use the Execution Log and Contact History options to view this detailed information.
More Details Section:
This section provides more in-depth information that is particularly useful for troubleshooting issues with the workflow's execution.
Navigate to Enrollment History:
Within the Workflow Builder, select the Enrollment History tab for a particular workflow.
Use dropdown filters to sort and filter through contacts who have been enrolled in the workflow. You can filter by:
Date: Filter by time periods like the last 30 days, today, yesterday, or custom ranges.
Events: Filter by statuses like added to workflow, executed, failed, finished, waiting, etc.
Contact Information: Search by contact ID, name, phone, or email.
Detailed View in Enrollment History:
View key details such as the Contact, Date Enrolled, Current Action, Current Status, Next Execution On (date), and Execution History.
Click on the Execution History icon to see a full history of actions for the contact within the workflow.
For contacts who have been enrolled multiple times, all actions for each instance will be displayed.
Viewing Specific Action Details:
Under View Details, you can access the specific action logs in the Execution Logs tab to dive deeper into what occurred during a contact's journey through the workflow.
Pro Tips for Effective Workflow Management
Utilize Filters and Sorting: Leverage the dropdown menus in both the Execution Logs and Enrollment History tabs to efficiently find specific contacts, actions, or statuses.
Regularly Check Execution Logs: Keep an eye on the Execution Logs to ensure smooth progress and to troubleshoot any problems. The More Details section often contains helpful insights for resolving issues.
Monitor Enrollment History: Track the Enrollment History tab to understand how contacts are progressing through the workflow. This helps identify bottlenecks or inefficiencies.
Review Full Contact History: By clicking on the contact history icons, you can access the complete action history for each contact within the workflow. This is useful for spotting patterns or recurring issues.
FAQs
1. How can I sort and filter workflow statuses?
Use the dropdown menus in both the Execution Logs and Enrollment History tabs to sort by criteria like contact, action, status, date, and more.
2. What should I do if a contact’s action status isn’t updating?
Check the Execution Logs for that contact to identify any errors or issues. The More Details section might provide additional troubleshooting information.
3. Can I view the entire history of a contact within a workflow?
Yes, you can see the full action history by clicking the Execution History icon, which shows all the actions the contact has experienced within the workflow.
4. What information can I find under "More Details" in the Execution Logs?
The More Details section typically includes more in-depth information about the actions taken within the workflow, helping you troubleshoot and understand how the workflow is functioning.