Understanding Contact Journey Insights in Your Workflow

Knowing how your customers or leads move through your workflow can help you identify issues quickly and improve their experience. With enhanced visual indicators, you can now see detailed insights about each contact’s journey right in your workflow builder.

📌 Why This Matters

When running your business, it’s important to understand where things might be going wrong or where contacts aren’t following the expected path. These insights help you spot errors, skipped steps, and track progress in real time. This means less guesswork when troubleshooting and more confidence that your processes are working smoothly.

✨ What’s New

  • Error Visibility: Nodes where issues happened are clearly highlighted, so you can quickly find and fix problems.
  • Skipped Node Indicators: Easily see which steps your contacts bypassed along the way.
  • Entry & Exit Status: Visual markers show exactly when contacts enter and leave the workflow, making boundaries clear.
  • In-Progress Tracking: Identify contacts who are currently moving through your workflow to monitor ongoing activity.

Contact Path Visualization

🛠️ How to Use It

  1. Step 1: Open the Enrollment or Execution History area in your system.
  2. Step 2: Click the icon that highlights the contact path.
  3. Step 3: View the detailed path showing error points, skipped steps, and status indicators at a glance.

đź’ˇ Pro Tip

Keeping a close eye on where customers might drop off or encounter errors in your workflow can help you fix issues faster, improving conversions and customer satisfaction.

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