Crafting Custom Workflows in CoachWorks Marketing: Enrollment History and Execution logs

1. Make your way to the workflow section.

• Begin by navigating to the workflow section within CoachWorks Marketing. This is your starting point for crafting new automation strategies.

2. Next, you'll need to click on 'Create Workflow'.

• Click on 'Create Workflow' to start the process of building a new workflow. This option opens the doorway to automating your marketing efforts.

3. Consider the available templates.

• Take a moment to consider the available templates. These pre-designed frameworks can offer a quick start to common marketing automation tasks.

4. Go ahead and select 'Start from scratch'.

• For a fully customized experience, select 'Start from scratch'. This option allows you to build a workflow tailored to your specific needs.

5. Feel free to rename this workflow for easy reference.

• Rename your workflow for easy future reference. A descriptive name helps in quickly identifying the workflow's purpose and scope.

6. Locate and access the 'Enrollment History' tab.

• Within the workflow editor, locate and select the 'Enrollment History' tab. This section offers insights into the contacts that have interacted with your workflow.

7. Arrange according to chronological order.

• Arrange the enrollment history in chronological order. This helps in understanding the sequence of contacts’ interactions with your workflow.

8. Refrain to list by event.

• Choose not to list by event to keep your focus on the enrollment timeline rather than individual actions within the workflow.

9. Start the search for the necessary contacts.

• Choose not to list by event to keep your focus on the enrollment timeline rather than individual actions within the workflow.

10. Refresh the table for the most current data.

• Regularly refresh the table to access the most current data on contact interactions and workflow advancements.

11. Proceed to 'Execution Logs'.

• Proceed to the 'Execution Logs' tab. This area provides detailed records of the workflow’s operational events.

12. Arrange by date for easier tracking.

• Sort the logs by date to streamline tracking efforts. This organization makes it easier to diagnose issues or identify successes within the workflow.

13. Sort out specific events.

• Filter the logs to view specific events of interest. This targeting can facilitate a deep dive into particular actions or responses within the workflow.

14. Prioritize by status.

• Organize the logs by status to highlight or focus on workflows that are active, completed, or in need of attention.

15. Search for particular contacts.

• Use the search function to find records related to particular contacts. This is useful for tracking an individual contact’s journey through the workflow.

16. Refresh the table to ensure the most updated version.

• Ensure you’re working with the latest information by refreshing the execution log table regularly.

17. Save your progress as a draft or publish it.

• Opt to save your progress as a draft for further refinement or publish it to activate the workflow within your marketing ecosystem.

18. Finally, save your changes to complete the workflow customization.

• After making all necessary adjustments and verifications, click 'Save' to finalize your workflow customization, effectively saving all changes made.