SalesEdge.io Unveils Workflow Maps: Instantly Track Every Contact’s Journey Across Automations
SalesEdge.io Unveils Workflow Maps: Instantly Track Every Contact’s Journey Across Automations
What’s new?
Understanding your client journeys just got easier. With SalesEdge.io’s new Workflow Maps, you can now follow each contact’s path through every workflow in just a few clicks. See which automations someone has entered, track their progress, and review every step along the way—all in one place.
Why this is helpful
If you’ve ever wondered, “Why did this client receive that message?” or “Where are they getting stuck?”—this feature is for you. Workflow Maps save you time by gathering a contact’s full automation history, so there’s no need to hunt through multiple places to get answers. Now, you can quickly investigate and understand your clients’ experiences across all your automations.
How it works
- Navigate to Automation > Workflows > Workflow Maps in your SalesEdge.io dashboard.
- Click on Contacts from the menu.
- Find a contact: Search by name, email, or phone number.
- See their workflows: Select the contact to view their journey across different workflows.
- Review automations: The Workflows tab shows their full enrollment history.
- Follow their timeline: Use the Timeline tab to see when automations started, their status, and if any steps are paused or waiting.
- Dive deep into details: Click on specific runs to examine each step and review the results in detail.
When to use Workflow Maps
- Troubleshoot why a client received a specific email or text.
- Pinpoint where someone is waiting or paused within an automation.
- Understand exactly how a prospective client moved from lead capture through booking and follow-up workflows.
Good to know
- You can view contact journey history for up to the last 60 days.
- The timeline highlights whether automations are completed, in progress, waiting, or if there were any errors.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
