There are 3 ways to check what step of an Automated Workflow a person is currently on. You can view this information from the Members tab of the associated group, the Automated Workflow Report, and from the Workflows tab on an individual's People Record:
From the Members tab of a Group:
This will show you the Last Step completed for each individual in this group
Go to Groups
Choose the Group you want to see.
Choose Members from the Sub-menu
View the “Last Step” column to see the name of the step that was most recently completed for this person in the Automated Workflow.
Note: If you number your Automated Workflow step titles, it's easier to see what step number they are on and helps with sorting. The order of steps will auto-sort by the scheduled time to send, not the title.
Automated Workflow Report
Sign into the website version of Text In Church
Click “Connect” then “Workflows”
Click the name of the Automated Workflow
Click the “View Workflow Report” icon in the top right corner
This will open the Automated Workflow, displaying the steps of the workflow on the left side of the page, and the report on the right side:
Workflows tab on an Individual People Record:
Open the People section of your account
Find and open the People Record
Scroll through the Record's tabs and select Workflows
From here you can click "Scheduled" to view upcoming steps, or "Processed" to view which steps have been completed already
You can then choose to select the Send or Cancel button to either send the Workflow step right away or to cancel this step so the contact does not receive it. This can be super handy when someone joins a group who might not need a specific step.
Still have questions? No worries, we’re always happy to help! Send us a chat message or email our Member Support team at email@example.com