Execution Logs & Enrollment History Revamp

November 12, 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!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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