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Understand your workflow details page

Last updated: June 21, 2024

Available with any of the following subscriptions, except where noted:

Marketing Hub   Professional , Enterprise
Sales Hub   Professional , Enterprise
Service Hub   Professional , Enterprise
Operations Hub   Professional , Enterprise

Use the workflow details page to review your workflow history and performance. You can review a workflow's history to check past events and analyze the workflow's performance to measure its effectiveness.

You can also review a workflow's enrollment history from the workflow editor. To analyze your overall workflow performance and automation opportunities, you can use the workflow Analyze tab.

To access your workflow details page:

  • In your HubSpot account, navigate to Automations > Workflows.
  • Hover over the name of the workflow and click More. Then select View details.

View your workflow history

After creating your workflow and turning it on, navigate to the workflow details page to view the events that have occurred in the workflow, including action logs and enrollment history

Action logs

On the Actions logs tab, view the events that have happened within the workflow. The events are displayed in reverse chronological order, with the most recent events appearing at the top.

  • The Action logs table displays:
    • [Record]: the name of the record that links to its record page.
    • Diagnose: view details on why an action occurred.
    • Action: the step of the workflow that caused the event.
    • Event: the result of the action.
    • Time: when the action happened. The timestamp reflects the account's default time zone.
  • By default, the Actions logs display events for all event types. To filter events, in the upper left, click the dropdown menus:
    • Date range: filter by time period.
    • Event: filter by All events, Sucesses, Information, or Errors. This can help to identify workflow issues, such as an email failing to send.
    • Revisions: filter by the version history of the workflow shown by timestamp. 
    • Actions in revision: filter by a specific action in the workflow. A specific revision must be selected to use this filter, this filter won't work if the Revisions filter is set to All revisions
    • Action types: filter by the workflow action type.
  • To remove all filters, click Clear filters
  • In the upper right, use the search bar to search for a specific object. If the object is currently enrolled or has ever been enrolled in the workflow, you can view all workflow events that occurred to the object.
  • To unenroll a record from the workflow, hover over an event, then click Unenroll. This option will only appear when the record is currently active in the workflow. 
  • To view the workflow revision at the time of an event, hover over an event, then click Event details.
     

 

    • Click the Timestamp under Workflow revision at time of event.
      • This timestamp reflects when the workflow was revised.
      • You'll also see the user who changed the workflow underneath the timestamp.
    • On the workflow revision screen, view the enrollment conditions and actions set in the workflow in that version. You can click the enrollment triggers and action boxes to view the details of that version. The workflow cannot be edited from this view.

Please note: the workflow's revision history does not include settings such as unenrollment and suppression. Revisions are read-only and can't be restored.


Enrollment history

In the Enrollment history tab, view all workflow enrollments, including enrollments up to 6 months ago. It will also display all actions that occurred for a record.

  • To filter your workflow enrollment history, in the upper left, click the dropdown menus:
    • Date range: filter by time period.
    • Revisions: filter by the version history of the workflow shown by timestamp. 
  • To view the complete workflow history, hover over the record you want to see the history of, then click Enrollment details.
  • In the right panel, review the record's workflow history. 
  • To view the details of an event, click the name of the event to expand it. 
    • Action: the step of the workflow where the action occurred. Click the action name to view the action in the workflow editor.
    • Time: the time that the event happened.
    • Workflow revision at time of event: the version of the workflow at the time of the event. You'll also see the user who changed the workflow. Click the timestamp to view the workflow layout at the time.
 

Issues

Navigate to the Issues tab to view a list of issues in your workflow that you may want to fix or ignore. Learn more about workflow issues.

Analyze your workflow performance

On the Performance tab, analyze the performance of your workflow with metrics such as enrollments and email trends. 

Top metrics

The Top metrics report will show the following workflow data: 

  • Total [object-type] enrolled: the total number of times records were enrolled in the workflow. This includes records that may have enrolled more than once during re-enrollment.
  • Estimated unique [object-type] enrolled: the total number of unique records enrolled in the workflow since creation. This does not include records that have re-enrolled. 
  • 7 day total enrollment: the number of enrolled records in the past 7 days based on your account's timezone.
     

workflow-details-page 

The Enrollment over time report shows the performance of enrolled records in the workflow in the selected time period:

To use the Enrollment over time performance report:

  • Hover over a data point in the chart to view a numerical breakdown of each metric.
  • To select or compare different time periods:
    • In the top right, click Actions, then select Edit.
    • In the dialog box, you can update the following:
      • Date range: select a new custom date range
      • Data frequency: select from a Daily, Weekly, or Monthly data frequency.
      • Compare to: select the checkbox to compare your data to a different time period. Then, click the dropdown menu and select Last week, Last month, Last quarter, or Last year
    • After updating your time period, at the bottom, click Save. 

 

Workflows with automated marketing emails that were sent with a Send email action will have the following email performance report:

  • Emails in workflow: this report shows all marketing emails sent in the workflow. You can review the the percentage of contacts who: skipped, were sent, delivered, opened, and clicked the email. 
    • To sort the report by a specific metric, click the corresponding column header.
    • To select a different time period, in the top right, click the date pickers and set a date range.
    • To view raw counts instead of rates (percentages), in the top right, click the View as dropdown menu. 

Please note: because of changes related to Apple's recently announced iOS 15 privacy features, your email opens may appear higher than usual. You can consider using clicks or replies instead of email opens for your workflow goals instead. Learn more about how to navigate these changes in HubSpot.

 

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