Is there an easier way to figure out how many people have enrolled in your workflow each day?
SOLVE
1 Accepted solution
Is there an easier way to figure out how many people have enrolled in your workflow each day?
SOLVEHi @Anicklow,
If this is just about one workflow (or only a select few), I'd recommend creating a custom date property and a custom report for this. With workflows, you must be either on a Professional or Enterprise subscription, so you have the ability to create custom reports.
The first step would be the custom date property. This could be called Workflow enrollment date. In your existing workflow, place an action at the very start that sets the value of this new property to the date of the step. Now every contact that enters this workflow will have the corresponding date logged.
The second step would be the custom report. Navigate to Menu > Reports > Reports > Create custom reports > Single object > Contacts. Under Filters, filter for "Workflow enrollment date is known", then switch to the Visualization tab and display the property Workflow enrollment date by Count of contacts. With a vertical bar chart, you should now see on the right how many contacts enroll in this workflow every day. Over time, you might want to change the visualization from daily to weekly.
Of course, this seems like a lot of work for reporting on just one workflow – then again you don't have to count anymore and can just check your cool new report.
Let me know if you need further clarification on any of the steps above, happy to help.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Is there an easier way to figure out how many people have enrolled in your workflow each day?
SOLVEIs there an easier way to figure out how many people have enrolled in your workflow each day?
SOLVEHi @Anicklow,
Yup. Unfortunately.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Is there an easier way to figure out how many people have enrolled in your workflow each day?
SOLVEIs there an easier way to figure out how many people have enrolled in your workflow each day?
SOLVEIs there an easier way to figure out how many people have enrolled in your workflow each day?
SOLVEHi @Anicklow,
If this is just about one workflow (or only a select few), I'd recommend creating a custom date property and a custom report for this. With workflows, you must be either on a Professional or Enterprise subscription, so you have the ability to create custom reports.
The first step would be the custom date property. This could be called Workflow enrollment date. In your existing workflow, place an action at the very start that sets the value of this new property to the date of the step. Now every contact that enters this workflow will have the corresponding date logged.
The second step would be the custom report. Navigate to Menu > Reports > Reports > Create custom reports > Single object > Contacts. Under Filters, filter for "Workflow enrollment date is known", then switch to the Visualization tab and display the property Workflow enrollment date by Count of contacts. With a vertical bar chart, you should now see on the right how many contacts enroll in this workflow every day. Over time, you might want to change the visualization from daily to weekly.
Of course, this seems like a lot of work for reporting on just one workflow – then again you don't have to count anymore and can just check your cool new report.
Let me know if you need further clarification on any of the steps above, happy to help.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
