How to track/edit an automation workflow?
You can open any created automation workflow to edit it and track its performance. There are 4 tabs on the top bar when you open a current workflow:
- General
- Workflow
- Activities
- Report
- Name: You can edit your workflow name here, after creating it.
- Status: Select Lived to run the campaign or Stopped to disable the workflow
- Description: Edit the workflow description.
- Tag: Create a tag or assign a tag to the workflow.
- You can edit your workflow here just like when you create it.
- Or click on each item and edit it on the right sidebar.
Here saved all activities of your campaigns.
- Click this icon to force send an email right now regardless of its status.
- Click this icon to view email content that has been sent/waiting
This report displays the campaign's performance through statistics: Sent, Opened, Click, Converted, Unsubscribed, Revenue
- Click on the red box position on the image to quickly view reports of certain time periods.
- Click Custom Period to see the result of the report at the custom time
- Select the start date and end date in the custom period.
- Click Apply and see the report result.
- General
- Workflow
- Activities
- Report
1. General information
- Name: You can edit your workflow name here, after creating it.
- Status: Select Lived to run the campaign or Stopped to disable the workflow
- Description: Edit the workflow description.
- Tag: Create a tag or assign a tag to the workflow.
2. Workflow
- You can edit your workflow here just like when you create it.
- Or click on each item and edit it on the right sidebar.
3. Activities
Here saved all activities of your campaigns.
- Click this icon to force send an email right now regardless of its status.
- Click this icon to view email content that has been sent/waiting
4. Report
This report displays the campaign's performance through statistics: Sent, Opened, Click, Converted, Unsubscribed, Revenue
- Click on the red box position on the image to quickly view reports of certain time periods.
- Click Custom Period to see the result of the report at the custom time
- Select the start date and end date in the custom period.
- Click Apply and see the report result.
Updated on: 27/07/2021
Thank you!