There are several ways that a contact can be added to a workflow in Advisor's Growth – through bulk actions, manual additions, or automated triggers. If you need to know exactly how a contact was added to a workflow, you can easily check the internal source. Follow the steps below to view how a particular contact entered a workflow.
Step-by-Step Guide:
Step 1: Go to Workflows
Navigate to the Automation section, find the workflow you want to check, and click Edit.
Step 2: Click on Execution Logs
Once inside the workflow, click the Execution Logs tab. Use the search bar to find the contact you’re interested in.
Step 3: Click the Clipboard Icon for Details
In the Execution Logs, find the specific contact and click the clipboard icon next to their entry.
Step 4: View the Added From Section
In the details that appear, look for the Added From section. This will show how the contact was triggered into the workflow—whether it was via a tag, a manual addition, or another method.
Example Scenarios:
If a tag was added to the contact, and the workflow was triggered by that tag, it will be noted in the Added From section.
If the contact was manually added from their contact record, this will also be displayed.
FAQs
1. How do I check how a contact was added to a workflow?
Go to the workflow, click on Execution Logs, search for the contact, and click the clipboard icon next to their entry. The source will be visible under the Added From section.
2. Can I see the exact trigger that added a contact to the workflow?
Yes, the Execution Logs will show the specific trigger, such as a tag or a manual action, that added the contact to the workflow.
3. What does the Added From section show?
The Added From section provides detailed information on how the contact was added to the workflow, including whether they were added manually, triggered by a tag, or through a bulk action.
4. Can I view the history of how multiple contacts were added to the workflow?
Yes, by searching for each contact in the Execution Logs, you can check how multiple contacts were added by viewing the details through the clipboard icon.
5. What should I do if I can’t find the source for a contact in the logs?
If the source is not showing, ensure you're searching in the correct workflow and that the contact details are accurate. If the issue persists, there may be a system error or the contact might have been added through a different workflow.