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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Execution Logs & Enrollment History Revamp

Improved Feature: Execution Logs & Enrollment History Revamp

October 31, 20241 min read

Execution Logs and Enrollment History allow you to monitor the success of your workflows breaking down the contact's every move through the workflow and every action they’ve experienced. We’ve introduced updates and features to both tabs to improve your experience. So, let’s take a look!

⭐️What Changes Can You Expect?

  • View Details: The icon has been replaced with a hyperlink, making it easier to identify and access execution details. This will be highlighted when an action encounters an error.

    1
  • Open Row Highlights: When the Details section for a specific row item is opened, the row will be highlighted, providing a clear visual reference.

    2
  • Action Row: The action row will display the “Action Name” you’ve assigned and the action type upon hovering over it.

    3
  • Pagination: Both elements support pagination allowing you to choose how many row items are displayed per page.

    4

⭐️New Workflow Statuses

The statuses displayed in the Enrollment History have changed a bit, they will now provide deeper insights on why a contact exited or completed a workflow.

  • Workflow Completed: When the contact completes the workflow naturally.

    1
  • Removed by Workflow Action: When the contact is removed due to an action within the current workflow.

    b
  • Removed by External Workflow Action: When the contact is removed because of an action in a different workflow.

c

These updates are designed to give you greater clarity and control over your workflows. We hope you find them helpful!

New UpdateImproved FeatureAutomationWorkflows
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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