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This article explains the functionalities of each tab that you can find on the left sidebar when navigating to the Workflows menu.
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Name
Name of the campaigns (applicable to Campaigns only)
Name of the workflows with their statuses
Event type - trigger of the workflow
Priority of the workflow
The list of Campaigns is extended with additional columns:
Number of participants - number of customers affected by the workflow
Distributed bonus points - number of points added to all customers affected
Distributed points percentage - the percentage of the available points that have already been added to customers
Only applicable if to campaign workflows where a bonus point limit is configured in the campaign settings.
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If you click the 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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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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