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This article explains the functionalities of each tab that you can find on the left sidebar when navigating to the (blue star) Workflows menu.

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The list under both tabs provides the following information:

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DESCRIPTION

  • Name

    • Name of the campaigns (applicable to Campaigns only)

    • Name of the workflows with their statuses

  • Event type

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  • - trigger of the workflow

  • Priority

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  • of the workflow

The list of Campaigns is extended with additional columns:

  • Number of participants

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  • - number of customers affected by the workflow

  • Distributed bonus points

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  • - number of points added to all customers affected

  • Distributed points percentage - the percentage

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  • of the available points that have already been added to customers
    Only applicable

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  • to campaign workflows where a bonus point limit is configured in the campaign settings.

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Filters

The ‘Filters’ button on the top right-hand side of the page opens the Status filter panel that helps you view only the active or the inactive workflows. Tick the checkbox of the workflow status (inactive or active) that you need to list, and click ‘Apply’. You can use the ‘Reset’ button to undo status filtering.

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If you click the (blue star) hamburger icon of any workflow (let them be general workflows or campaign workflows) you’ll find 3 5 options:

  • Click ‘Edit' to open the workflow editor

  • Click ‘Settings’ to update workflow settings

These two buttons navigate you to the Workflow or Settings tab of the selected workflow where you can come back anytime to make changes after the workflow has been saved for the first time.

  • Click ‘Log’ to check the history of the triggered workflows executions

  • Click ‘Running workflows’ to see the workflow executions that are currently paused

  • Click ‘Clone’ to duplicate the workflow
    In the popup window select to which campaign should the workflow be added or if you’d like to create it as a general workflow.

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Campaign actions

Campaigns have additional action buttons that operate on the campaign level.

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The Errors tab opens up to a list of the errors in chronological order (newest first) that have been registered. You can find the following information in the list:

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DESCRIPTION

  • Workflow

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  • affected with a hyperlink to the workflow editor

  • Customer

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  • affected with a hyperlink to the customer page

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Triggered by

  • Trigger of the workflow

  • Timestamp

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  • - error registration date

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Time

  • The time between the trigger of the workflow and the error registered

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Use the search bar on the top to search for specific log items. The ‘Details’ button links to the dedicated log item in the Workflow logs with the details of the error.

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