Reporting & Analytics

chrisathint
Participant

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

SOLVE

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 Accepted solutions
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

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

SOLVE

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

View solution in original post

chrisathint
Solution
Participant

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

SOLVE

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

View solution in original post

3 Replies 3
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

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

SOLVE

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
Member

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

SOLVE

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
Solution
Participant

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

SOLVE

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