Enrollment History Tab
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Last Update 4 maanden geleden
The Enrollment History Tab within workflows provides a list of contacts who have entered the selected workflow. It displays important details, including the contact name, the date each contact began the workflow, and their current status, and allows you to access additional information such as their contact path and execution history.
Select a workflow from the Automation tab to get started.
Workflow Title
The title of the workflow is shown at the top center of the page. To rename the title, simply click on it and enter the new name in the provided field.
Enrollment History
Beneath the workflow name, click on the Enrollment History option to access detailed information regarding contact enrollment and activity within the workflow.
Filter By Date
Easily filter contacts by the date enrolled by selecting a desired time frame from the dropdown menu.
Filter By Status
To view contacts with a certain status, click on the Events dropdown menu and choose the specific status. Utilize the search bar to streamline your search process.
Filter by Contact
If you are navigating a lengthy list of contacts, you can efficiently search for a specific customer by typing their name in the "Select Contact" box on the right.
Refresh
Click the refresh icon to update the enrollment history and display the most current data.
Enrollment History Table
The Enrollment History table offers a detailed list of all data related to actions performed on contacts. This includes:
- Names of the contacts added
- The trigger that enrolled the contact in the workflow
- Date and time the contacts entered the workflow
- Current Action being performed on the contacts
- Status of the contacts
- The scheduled date and time for the upcoming action on contacts. Contacts who have completed the workflow will not have data displayed in this field.
- Actions column
In the Actions column, you can review each contact’s execution history (1), view their execution path (2), advance the contact to the next workflow step (3), or remove the contact from the workflow (4). For contacts who have already completed the workflow, only their execution history and path will be accessible.
Consistently assess the enrollment history of your workflows to confirm that contacts are being added to your workflow as intended. To learn more about the other workflow settings, please explore the other articles in this section.