Reporting & Analytics

chrisathint
Teilnehmer/-in

How do I see a contact that completed a workflow goal?

lösung

Hi,

Is there a way to see which contacts met a workflow goal without scrolling through the workflow History tab?

 

For example, I have a workflow that nurtures blog subscribers and the goal is that they become MQLs. The  workflow Performance tab says that some have converted and gives me the conversion rate, but doesn't show me Who were the converters. How can I see this? Is there a report somewhere already, or has someone come up with a report that they can tell me about.

 

Thanks in advance.

 

Chris

0 Upvotes
2 Akzeptierte Lösungen
himanshurauthan
Lösung
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

How do I see a contact that completed a workflow goal?

lösung

Hello @chrisathint 

 

Yes, we can create a list of contacts who have successfully met the workflow goal. From lists section, use workflows as a filter and then select the specific workflow that you want to report and apply a filter "Contact has met a goal" or "Contact has completed" .

 

 

Screenshot_2019-09-11 Lists.png

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology

Lösung in ursprünglichem Beitrag anzeigen

chrisathint
Lösung
Teilnehmer/-in

How do I see a contact that completed a workflow goal?

lösung

Thanks @himanshurauthan! That was exactly what I needed. Cheers.

Lösung in ursprünglichem Beitrag anzeigen

4 Antworten
TBoomhower
Teilnehmer/-in

How do I see a contact that completed a workflow goal?

lösung

Hi - I have a goal met active list running for my workflows. How can I see which goal they met?  For example, I have 1. replied to marketing email 2. filled out any form.   My list however only shows that they completed a goal.  Is there a high-level list I can create or area where I can see which action they took without clicking through every contact?

0 Upvotes
himanshurauthan
Lösung
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

How do I see a contact that completed a workflow goal?

lösung

Hello @chrisathint 

 

Yes, we can create a list of contacts who have successfully met the workflow goal. From lists section, use workflows as a filter and then select the specific workflow that you want to report and apply a filter "Contact has met a goal" or "Contact has completed" .

 

 

Screenshot_2019-09-11 Lists.png

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology
BVillaros
Mitglied

How do I see a contact that completed a workflow goal?

lösung

Hi, Himanshu

 

I'm not quite following your instructions. Are you suggesting create a new list and filter for the named worflow and then filter for Contact has met a goal" or "Contact has completed ??

0 Upvotes
chrisathint
Lösung
Teilnehmer/-in

How do I see a contact that completed a workflow goal?

lösung

Thanks @himanshurauthan! That was exactly what I needed. Cheers.