Workflows: Viewing the Performance of a Workflow

Performance keeps a record of enrollments to a workflow, as well as degree of interaction with a workflow, such as contact conversion.

1. Change time frame by clicking Last 30 Days, Last 60 Days, Year to Date, or Life to Date

2. Hover over a data point to view number of enrollments on a specific date

3. Click the number under Enrollments to view all contacts enrolled in the workflow

4. Click the number under Active to view all contacts that are currently in the process of completing the workflow

5. Click the number under Converted to view all contacts who reached a Set Goal

6. Click the number under Conversion Rate to view the percent of contacts who reached a Set Goal

7. Click the number to the right of the row entitled Lost to view contacts who were unable to complete the workflow

8. Click the number to the right of the row entitled Completed to view contacts who reached the end of a the workflow