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Overview tab

The Overview tab shows the last 30 days. Click a number or a day on the People started each day chart to see those people in History. The emails table shows each email’s Sent count. For quote workflows, it also shows how often the customer then opened the quote, clicked Book Now, or booked. Each open, click, and booking counts toward the most recent email sent before it. Building a quote workflows show Ran, Completed, and No action instead.

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History tab

History lists every run of the workflow, newest first. Filter by Status or Started date, or search by name. Where they are shows the current step, or why the run ended. History includes runs from your old workflows.

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The run sheet

Click any run to open it. You see the workflow canvas with this run’s path marked:
  • Steps that happened show when, like Sent or Applied
  • Skipped steps show why, like “Skipped: the quote was marked lost”
  • Upcoming steps show when they’re due
  • Steps off this run’s path are dimmed
Click an email to see what was sent, who it went to, and whether the contact opened the email, opened the quote, or clicked Book Now. If the run stopped, Why it stopped explains it. For Event date unavailable, it lists which date was blocked or fully booked. The Activity timeline tells the whole story in order: waits, sends, opens, branch paths, and the stop. Click a line to jump to that step.

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On the canvas

While editing, each step shows how many people are at it right now. Hover the badge to see who, or click See all in History.

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On the contact

A contact’s Workflows tab lists every run they’ve been in, across all workflows. Filter by Status or Trigger. From here you can:
  • Click a run to open its run sheet
  • Click Stop workflow on an active run
  • Click Enroll in workflow to start one by hand
Runs also appear in the contact’s Activity feed and the quote timeline.