The Enrollment History tab within workflows shows a list of contacts who have entered the selected workflow. It displays key details including the contact name, the date each contact began the workflow, and their current status, and lets you 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 centre of the page. To rename it, simply click on it and type a new name in the field provided.

Enrollment History

Below the workflow name, click on the Enrollment History option to access detailed information about contact enrolment and activity within the workflow.

Filter By Date

Filter contacts by enrolment date by selecting a time frame from the dropdown menu.

Filter By Status

To view contacts with a particular status, click on the Events dropdown menu and choose the relevant status. Use the search bar to narrow things down further.

Filter by Contact

If you're working through a long list of contacts, you can search for a specific contact by typing their name in the "Select Contact" box on the right.

Refresh

Click the refresh icon to update the enrolment history and show the most current data.

Enrollment History Table

The Enrollment History table provides a detailed list of all data related to actions performed on contacts. This includes:

  1. Names of the contacts added
  2. The trigger that enrolled the contact in the workflow
  3. Date and time the contacts entered the workflow
  4. Current Action being performed on the contacts
  5. Status of the contacts
  6. 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.
  7. Actions column

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.

Regularly check the enrolment history of your workflows to confirm that contacts are being added as intended. To learn more about the other workflow settings, explore the other articles in this section.