How to use Workflow - History tab

This article will guide you on how to use workflow for history tab

1. Click "Marketing"

Navigate to the Marketing section of the application.

Click

2. Click "workflows"

Click on the Workflows option.

Click

3. Click "Create Workflow"

Click

4. Click "Continue"

Select Continue to proceed.

Click

5. Click "History" Tab

Click

6. "Workflow title"

this is where you can see the title of then workflow

7. Edit "Workflow title"

To edit the title of this workflow, please click here.

Edit

8. Filter "DATE"

Action logs can be filtered based on their creation date.

Filter

9. Filter "Action"

You can use this feature to filter the action logs based on the type of action.

Filter

10. Filter "Status"

To filter your action logs list by status, click here

Filter

11. Search "Contact"

If you have a long list of action logs, searching by name can save you time instead of scrolling through the entire list to find the log you're looking for.

Search

12. Click "Refresh"

To refresh the action log at any time, please click this button.

Click

14. DRAFT vs PUBLISH

This button allows you to toggle between the draft and publish modes of the action logs.

Click here

15. Date & Time

The date and time of the action will be updated once you save it.

Date & Time updated

16. Click "SAVE"

Don't forget to save all the changes after editing an action.

Click

17. Action log table

Here is a list of data associated with the action logs that is displayed in the table:

  • CONTACTS - Added contacts

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  • ACTION - Type of actions made on the contacts

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  • STATUS - Status of the contacts

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  • EXECUTED ON- Date and time when an action was executed on the contacts

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  • MORE DETAILS - More details about events

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  • EXECUTION LOG - Execution log which lists actions executed on a specific contact.

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