Workflow Overview

Get a snapshot of your workflow’s key details and performance metrics

The Workflow Overview gives you quick insights into who created the workflow, when it was last updated, and how it’s performing based on contact enrollment activity.

What You’ll See in the Workflow Overview

When you open any workflow, the Overview section displays the following details:

Created By

Shows the name of the user who originally built the workflow.
Useful for tracking ownership or following up with team members.

Created (Date and Time)

Displays the exact date and time the workflow was first created.
Gives context on how long the workflow has been in use.

Last Updated (Date and Time)

Shows the most recent date and time that the workflow was modified.
Helps track when changes were last made, especially before or after activation.

Enrolled

Indicates the total number of contacts currently enrolled in the workflow.
Reflects the active reach of your workflow.

Completed

Displays the number of contacts who have successfully finished all steps in the workflow.
Useful for measuring workflow completion rates.

Unenrolled

Shows how many contacts exited the workflow before completing it (either manually or automatically).
Helpful for identifying drop-offs or issues in the workflow.

Where to Find It

1. Go to the Workflows tab.

2. Click on any workflow name to open it.

3. You'll be directed to the Overview page.

Why It Matters

The Overview helps you:

• Monitor workflow performance at a glance

• Identify potential issues (e.g., high unenrollment rate)

• Track edits and updates for audit purposes