Enrollment History Tab

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:

1. Names of the contacts added
2. Date and time the contacts entered the workflow
3. Current Action being performed on the contacts
4. Status of the contacts
5. 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.

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.

Last Modified

By clicking this button, you can see when workflows were last modified, providing a helpful reference for tracking updates.

Saving Changes

After making any changes, 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.

Draft vs. Publish

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 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.