Publishing your Workflow

Publishing your workflow will make it live and all stages will be become active.  This process is very similar to testing your workflow .


Important Note: Please be sure to test your workflow thoroughly before publishing

Click here for testing

Change the Workflow Mode

  1. Select the 'Edit Settings' button.
  2. Select 'Live' from the dropdown that appears.
  3. Click 'OK'.

Successful Change

The above screen will appear to confirm the mode the workflow has been published in live mode.  This means that all members will now progress through the workflow and receive communications.

Failed to Publish Workflow

Should there be any errors in publishing the workflow, you are presented with the areas that gave an error so you can rectify them and attempt to publish again.  Should you receive any errors it is advisable to go through test mode prior to attempting live mode again.

Accessing Workflow Analysis

Accessing Workflow Analysis

Once the workflow is live, you can run through the analysis in order to see the stages that members access and complete.

  1. Select the button to access the analysis screen.

The Workflow Analysis Live Tracking Screen

The analysis screen will show a read only version of your workflow and indicate the number of members that are active at, or have completed each stage.

  1. The Details pane shows information based on dates and number of members within the workflow.
  2. Each stage will show the number of members that are currently within that stage and the number of members that have completed the stage and moved.  Click on the number to see who the members are and interact with them.
  3. The Members tab will show you all of the members that exist within the workflow.
  4. The log will show a history of all stage actions within the workflow.

Interacting with Members

The following actions are available for interacting with member records within a live workflow.

  1. Select the 'Members' tab.
  2. Click on the 'Actions' dropdown beside the member you would like to interact with.

Available options are:

  • Remove Member - Removes the member from the workflow, permanently.
  • Remove Member (allowing reentry) - Removes the member from the workflow. Should the member meet workflow entry requirements in the future, they will rejoin at that entry point.
  • Pause Member - Pause the member at the current stage.  You can resume them at any time in the future.
  • Manage Stored Values - This will show you all of the Store Values for the member within the current workflow.  You are able to edit these at this point should you wish.

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