Workflow - Status Tab

Status Tab

Note: To learn more about workflows and how to build them, check out the "Workflow Training" section under the "Advanced Training" help center menu! 

Workflow Title

This is the title given to this workflow. You can edit the title of the workflow here.

Refresh

You can refresh the current workflow status at any time by clicking this button.

Filter By Date

You can filter current workflow status by the date they were created.

Filter By Event

You can filter your current workflow status list by events.

Select A Contact

If you have a long list of current workflow status action logs, searching by name may be faster than scrolling to find the particular log you're looking for.

Workflow Status Table

This table shows you a list of the current workflow status and all the associated data that is collected including:

1. The contacts added.
2. The date and time contacts were added to the workflow.
3. The current step contacts are in.
4. Their workflow status.
5. The next execution to be made
6. Execution log; the list of actions executed on a particular contact.
7. The actions that were made on the contacts

Save

Once you are all done editing a current workflow status, make sure to save it!

Date

Once you've saved the status, the date and time will be updated.

Draft vs Publish

Action logs can either be in draft or publish mode. You can toggle this button to activate/deactivate it.