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, view their execution path, advance the contact to the next workflow step, or remove the contact from the workflow. 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.

Frequently Asked Questions #

What does the Enrollment History Tab show? #

It lists the contacts who have entered a workflow, along with details like the enrolling trigger, enrollment date and time, current action, status, and the next scheduled action.

How do I open the Enrollment History? #

Select a workflow from the Automation tab, then click the Enrollment History option beneath the workflow name.

Can I filter the enrollment list? #

Yes. You can filter by enrollment date, by status using the Events dropdown, and by contact name using the “Select Contact” search box.

What actions can I take on an enrolled contact? #

From the Actions column you can review the contact’s execution history, view their execution path, advance them to the next step, or remove them from the workflow.

What options are available for contacts who finished the workflow? #

For completed contacts, only their execution history and execution path are accessible, and no upcoming action date is displayed.

How do I make sure I’m seeing the latest data? #

Click the refresh icon to update the enrollment history with the most current information.