Once a workflow is active, you can monitor actions as they occur. Learn how to monitor the performance of your workflows. Review emails sent and activities created by all workflows or view details on a specific record.
IN THIS ARTICLE
Overview of all workflows
The Automated Workflow > Overview tab shows details on all of your workflows. View the graphs and lists to see a timeline and list of actions triggered and the email bounce/spam rate across all workflows.
Timeline of All Actions
With this graph, you'll see the emails sent and activities assigned across all workflows. Much like other graphs within AMS+, you can hover over the bars to view details.
Adjust the time frame filter at the top of the graph to switch the “between the last 12 months” or the “last 30 days”.
For a more granular look, view a list of emails sent and activities created by all of your workflows. The actions triggered area lists the type of action, to recipient or assignee, the date, and which workflow created the action.
By default, the list is sorted by sent date, with the most recent at the top of the list. You can sort the list by clicking on the header of a column. You can also search and filter actions. For example, when you want to see all the emails sent, filter by the term ‘Email’. Or, if you wanted to see all actions for a particular individual, filter by the individual’s name.
For further details, simply click a link and you’ll be directed to the appropriate area or record. To view a copy of the email sent, simply click on the email subject.
If variable data fields were added to the email subject, the actions triggered area will show the record data (if available) in place of the field placeholders in brackets [ ].
View a specific workflow
There may be times you'll want to review how a particular workflow is performing. Across AMS+, selecting a workflow’s name will take you to that detail tab for that workflow. Once viewing a workflow, you can then select to view a workflow’s timeline or email performance. Please note, for workflows with just activity actions, you'll only see the timeline tab.
By clicking on the workflow’s Timeline tab, you will be able to see the history of all of the actions under the workflow. At a glance, you can see which months have had the most activity, and which actions have been sent recently.
Timeline of Actions
With this graph, you'll see the number of emails sent and activities assigned within the last 12 months or the 30 days. Much like other graphs within AMS+, you can hover over the bars in the graph to see more details.
View emails sent and activities created by the workflow. The actions triggered list displays the type of action, to recipient or assignee, the date, and which workflow created the action.
By default, the list is sorted by "Sent Date", with the most recent at the top of the list. You can sort the list by clicking on the header of a column. You can also search for filter actions. If you want to see all actions taken for a particular individual, filter by the individual’s name. For further details, follow the links displayed within each entry.
View a workflow's email performance
If your workflow is sending emails, you can check on the performance of each email on the workflow’s Email tab.
The workflow’s Email > Performance tab lists every email action in your workflow, the number of times each action has sent emails, the open rates and click rates and timing from the trigger. Use the open rates (% opened) and click rates (% clicked) to help you determine an email’s success.
The workflow’s Email > Recipients tab lists who received an email from the workflow and if they've interacted with it.
Dig into the details with the dropdown list:
- All (default) - All recipients
- Opens & Clicks - A combination or recipients who opened the email and if applicable, clicked a link in the email content.
- Bounces - Recipients where the email bounced.
- Spam - Recipients who reported the email as spam.