Enrollment History Section

To gain a deeper understanding of workflows and their creation, explore the "Workflow Training" section available under the "Advanced Training" menu in the help center.

Action Logs Overview

The Enrollment History section within workflows offers a comprehensive log of every action taken by customers throughout the workflow. This feature is essential for verifying the functionality of your workflow and troubleshooting any issues that may arise during its execution.

Workflow Title

The name of the workflow is displayed prominently at the top center of the screen. You can easily rename it by clicking on the title and entering the desired name.

Refreshing Data

If you need to update the information in your workflow’s action logs, simply click the blue refresh icon located in the top right corner.

Filter by Date

To view action logs from specific periods, use the date filter by selecting your desired timeframe from the dropdown menu.

Filter by Status

You can also filter action logs by their status. Use the dropdown to select a status or use the search bar for quicker access.

Choose a Contact

To quickly find a specific customer in a long list of action items, enter their name in the "Select a Contact" box on the right.

Action Logs Table

The Action Logs table provides a detailed list of all recorded actions taken on contacts, including:

• Contacts added

• Date of enrollment

• Types of actions performed

• Status of each contact

• Next execution date and time

• Execution log for individual contacts
  
  

Save and Update

After making any changes, remember to save your work. Once saved, the action's date and time will automatically update.

Draft vs. Publish

Action logs can be toggled between draft and publish modes. You can activate or deactivate them as needed by toggling the button.