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Grow - How to self diagnose how a contact entered a workflow

Grow - How to self diagnose how a contact entered a workflow

When you see a message in your conversations tab and need to figure out how a contact got added to a workflow, here's what you do

Updated over 3 years ago

When you see a message in your conversations tab and need to figure out how a contact got added to a workflow, here's what you do

1. Go to "Grow.PushPress.com"

Go to "Grow.PushPress.com"

2. Click on "Conversations"

Click on "Conversations"

3. Find the contact you want to learn more about

Find the contact you want to learn more about

4. you'll see the conversation with the contact you want to look further into

you'll see the conversation with the contact you want to look further into

5. Go to the contact details section

Go to the contact details section

6. Click on the "Profile photo"

7. This will bring you to the contact record and details

This will bring you to the contact record and details

8. Scroll down to the "Active Campaigns/Workflows" to show which workflow the contact is in. NOTE there could be multiple

Scroll down to the "Active Campaigns/Workflows" to show which workflow the contact is in. NOTE there could be multiple

9. Find the campaign you want to look further into

Find the campaign you want to look further into

10. Click on "Tree" symbol

Click on "Tree" symbol

11. this will bring you the workflow history. Locate the "Added to workflow" part

this will bring you the workflow history. Locate the "Added to workflow" part

12. find the the "Added to workflow" record

find the the "Added to workflow" record

13. Click on the "Clip board"

Click on the "Clip board"

14. This will give you details on how the contact entered the workflow

This will give you details on how the contact entered the workflow

15. Locate the "Added From" and you can determine that it was a trigger in the workflow. Now, go to that workflow to see what the "Trigger" is set to

Locate the "Added From" and you can determine that it was a trigger in the workflow. Now, go to that workflow to see what the "Trigger" is set to

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