Understanding Workflow Enrollment History and Execution Logs

Overview

Managing workflows effectively means being able to see exactly how contacts move through each step, what actions are executed, and where potential issues occur. PXME provides two powerful tools for this: Execution Logs and Enrollment History. These allow you to track activity, resolve errors quickly, and optimize your automations with confidence.

Key Features and Benefits

Execution Logs

• View Details Link – A clear hyperlink allows quick access to detailed execution information for each workflow step.

• Error Visibility – Errors are highlighted in the Status and View Details fields, making troubleshooting faster.

• Highlighted Rows – When you expand row details, that row is highlighted for easier tracking of the action being analyzed.

• Action Column Improvements – The Action column displays the name you’ve given the action, with hover tooltips showing the action type.

• Streamlined Filtering – Workflow actions appear at the top of filters for simpler navigation.

• Workflow Status Tracking – Statuses like Workflow Completed, Removed by Workflow Action, and Removed by External Workflow Action provide insight into how contacts exited workflows.

• Pagination – Control how many log entries are displayed per page for easier data review.

Enrollment History

• Pagination Options – Choose to view 10, 25, or 50 items at a time.

• Highlight Contact Path – The “Highlight Contact Path” icon shows a contact’s journey step by step, highlighted in green.

• Go To Action Button – Jump directly to the related action in the Workflow Builder for quick editing.

• Rate Limit Notifications – A banner notifies you when contact enrollment is delayed due to rate limits. This appears on the Workflow List and Contact Enrollment pages until enrollments are processed.

• Dates, Times, and History

  • Timezone Visibility – The Executed On field includes timezone details for regional accuracy.

  • Custom Date Ranges – Filter logs with custom start and end dates (up to 30 days).

  • Contact History Access – Use the “View Contact History” icon to see execution logs across all enrollments for a contact. Breadcrumbs help navigate back.

• Execution History for Specific Enrollments – The “View Execution History” icon shows detailed logs of actions taken during a specific enrollment, with clickable breadcrumbs for easy navigation.

FAQs

How do I view detailed execution info?
Click the View Details link in the Execution Logs.

What happens if there’s an error?
Errors are highlighted in the Status and View Details fields for faster troubleshooting.

How do I track contact actions?
Opened rows are highlighted so you can easily follow the analyzed action.

What does the Action column show?
It displays the name you assigned; hovering reveals the action type.

How do I filter and sort actions?
Filters place workflow-related actions at the top for easier prioritization.

What statuses can I see in Execution Logs?
Statuses include Workflow Completed, Removed by Workflow Action, and Removed by External Workflow Action.

Can I control how much data I see?
Yes. Both Execution Logs and Enrollment History allow pagination.

How do I track a contact’s journey?
Click the Highlight Contact Path icon to see steps highlighted in green.

What does the Go To Action button do?
It takes you directly to the related action in the Workflow Builder for adjustments.

What is the Rate Limit Notification?
A banner that appears when enrollments are delayed due to system rate limits. It stays visible until processed.

Can I see exact times with time zones?
Yes. The Executed On field includes timezone information.

Can I set a custom date range?
Yes, up to 30 days for filtering start and end dates.

How do I see a contact’s full history?
Click the View Contact History icon to access all logs tied to that contact.

How do I view logs for a specific enrollment?
Click the View Execution History icon for a detailed breakdown of that enrollment’s actions.