Creating a list with contacts enrolled in workflow after certain date

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi,

If you go to a workflow --> details --> Enrollment history, there you can filter on a date to see the enrollments. But unfortunately I can’t make a list of these contacts.

Also when I create a list, I can’t find a date filter when I do a segmentation (filter) on a workflow.

I like to have a list of contacts that are enrolled in a workflow from date X untill date Y. And enroll these in another workflow.

Does anybody know a workaround for this?

Thanks,

Leanne

2

Hi @Afd-mark,

You’re correct, this is currently not possible. As far as workarounds go, I’d take specific workflow actions as reference points. For example, if this workflow is sending an automated email, you could filter for workflow enrollment and the refine the the marketing email filter accordingly. This will only work for specific workflows of course.

Going forward, you could also set a date property value at the beginning of a workflow, this generally gives you a lot more flexilibility for segmentation and reporting.

Best regards!

3

Thanks Karsten for your quick reply! This is what I thought.

Maybe a good idea to add, export list from a workflow or filter date by filters Workflow.

4

Run a report or create a list and filter by enrollment of the workflow name. :wink:

5

I’m trying to create a list like this and I’ve filtered by workflow enrollment. But I don’t see an option for a date that they were enrolled.

6

this feature would be great to have!

7

Yes I agree! I’m having the same issue and trying to create a list to isolate contacts that were enrolled a certain workflow in error yesterday to make a list to resolve a large amount of contacts where we need to update data from yesterday. I’m able to isolate the workflow enrollment but not refine it by the contacts who were enrolled in a particular day we know marketing contacts were set in error. I want to diagnose at scale on yesterday the correlation for what happened yesterday to make these contacts enroll. We have a workflow with multiple triggers so being able to isolate a list on a date of enrollment would be HUGELY helpful.

8

How is this not possible?