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
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/1_ed0w7.png)
- 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.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/2_qgxu3.png)
- You can edit your workflow here just like when you create it.
- Or click on each item and edit it on the right sidebar.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/3_1ki1fa7.png)
Here saved all activities of your campaigns.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/4_1kcx6wj.png)
- Click this icon to force send an email right now regardless of its status.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/x8opdhjqvne2losohqki7m91gzaryb_ckmuae.png)
- Click this icon to view email content that has been sent/waiting
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/mc63uxfskurzgilcewnckxiod73d92_xyzxnz.png)
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/5_2isyp1.png)
This report displays the campaign's performance through statistics: Sent, Opened, Click, Converted, Unsubscribed, Revenue
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/6_1pwgssv.png)
- 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
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/1_ed0w7.png)
- 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
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/2_qgxu3.png)
- You can edit your workflow here just like when you create it.
- Or click on each item and edit it on the right sidebar.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/3_1ki1fa7.png)
3. Activities
Here saved all activities of your campaigns.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/4_1kcx6wj.png)
- Click this icon to force send an email right now regardless of its status.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/x8opdhjqvne2losohqki7m91gzaryb_ckmuae.png)
- Click this icon to view email content that has been sent/waiting
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/mc63uxfskurzgilcewnckxiod73d92_xyzxnz.png)
4. Report
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/5_2isyp1.png)
This report displays the campaign's performance through statistics: Sent, Opened, Click, Converted, Unsubscribed, Revenue
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/6_1pwgssv.png)
- 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!