The Execution Logs Tab in Workflows provides an overview of every action customers take during the workflow process. By using this tab, you can make sure that your workflow operates effectively and identify any potential issues that may arise during execution.
Select a workflow from the Automation tab to get started.
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.
Below the workflow title, select the Execution Logs option to get a clear picture of how your contacts are moving through the workflow.
Easily filter execution logs by their execution date by selecting a desired time frame from the dropdown menu.
To view contacts with a certain status, click on the All Actions dropdown menu and choose the specific status. Utilize the search bar to streamline your search process.
If you are navigating a lengthy list of action items, you can efficiently search for a specific customer by typing their name in the "Select Contact" field.
Click the refresh icon to display the most current data in your Execution Logs.
The Execution Logs table offers a detailed list of all data related to actions performed on contacts. This includes:
Name of the contact the action is associated with
Current Action being performed on the contacts as identified by the chosen action name
Status of the action
Date and time the action was executed
In the Actions column, you can access execution details for any specific action (1), view the execution history of all actions associated with the current action and contact (2), review action executions of the contact for all enrollments the contacts have had for this workflow (3), or go to the action (4).
Note: For workflows with the Allow re-entry setting disabled, the execution history and contact history buttons will display the same data.
When an action encounters an error, the Status field and the View Details button will be highlighted, enabling users to quickly identify issues and take appropriate action.
By clicking this button, you can see when workflows were last modified, providing a helpful reference for tracking updates.
After making any changes to your workflow, click the Save button to ensure your workflow settings are updated. Once all workflow configurations have been successfully maintained, the button will be grayed out as shown below.
Toggle between draft and publish modes for workflows. In publish mode, the workflow is active and will perform the configured actions to contacts who meet the trigger criteria. In draft mode, the workflow remains inactive.
Consistently assess the execution logs of your workflows to confirm that processes are executing as intended. To learn more about the other workflow settings, please explore the other articles in this section.
