How To Check What Triggered Someone Into a Workflow

Created by PX Marketing, Modified on Tue, 19 Aug at 4:51 PM by PX Marketing

Overview

Contacts can be added to a workflow in multiple ways — through triggers, manual adds, bulk actions, or other entry points. Sometimes you’ll want to confirm exactly how a specific contact was added. PXME makes it easy to check the internal source directly inside the workflow.

Steps to Check

Step 1: Open the Workflow

Navigate to Automation > Workflows.
Select and edit the workflow you want to review.

Step 2: Open Execution Logs

Click on the Execution Logs tab.
Use the search bar to look up the contact by name, email, or phone number.

Step 3: View Details

Next to the contact record, click View Details.

Step 4: Check the “Added From” Section

In the details view, scroll to the Added From section.
Here you’ll see exactly how the contact was enrolled, whether it was:
- A trigger (such as a form submission, tag added, or appointment booked).
- A manual add by a user.
- A bulk action.
- Or another enrollment source.

FAQ

1. How do I check how a contact was added to a workflow?
Go to the workflow, open Execution Logs, search for the contact, and click View Details. The Added From section will show the source.

2. Can I see the exact trigger that added a contact?
Yes. The details will show the specific trigger or condition that initiated the workflow enrollment.

3. What does the “Added From” section include?
It displays whether the contact was added via a workflow trigger, manually by a user, bulk action, or directly from their contact record.

4. Can I view this for multiple contacts?
Yes. Simply search for each contact within Execution Logs and check their details.

5. What if I can’t find the source?
Make sure you’re checking the correct workflow and searching with accurate contact details. If no source shows, it may be a system error or the contact wasn’t actually enrolled in that workflow.