Workflow Reports

Workflow Reports

Once you've activated your workflow you will be able to view the reports. There are three types of reports:
  • Version-based report
  • Detailed report
  • Action-based report

Version-based report

To view version-based report:

  1. From the Navigation toolbar, select Automation and choose workflows. 
  2. Select the workflow for which you want to view the reports.
In the workflow's detail view select the version you wish to view reports for. Under the Version reports tab, you will get insight about the number of contacts who:
  1. Entered that workflow version
  2. Are under process
  3. Are under end-of-workflow
  4. Were ejected from the workflow version or process
  5. Exited that workflow version
  6. Were ignored (those who unsubscribed and were moved into the Do-not-mail registry are counted in this category)
Clicking each of these will display the list of contacts. From here, you can trace the path taken by your contacts in the workflow. Click on the contacts' email address to trace their path. You can also trace the contacts path from under the contact path tab. Here, you can enter the contact email address, click Trace path and view the contact's path.

Detailed report

Detailed report has more illustrated stats than just plain numbers. It includes summary, versions-based report, goal-based report, contact-based report, and messages-based report. To view the detailed report click the Reports button on the top-right corner from the detail view page.

To view detailed report:

  1. From the navigation toolbar, select Automation and choose workflows. 
  2. Select the workflow for which you want to view the reports.

Summary

Summary includes an overall count of contacts in every stage (entered, exited, under process, under end-of-workflow, ejected and ignored), time-based report, user agent stats, location-based stats, locations with maximum number of opens, top clicked URLs, and contacts who've reached milestones.
  1. Overall report
    Under this report you can view the number of contacts who: 
    1. Entered the workflow
    2. Have achieved the workflow goal (if a goal is set)
    3. Are under process
    4. Are under end-of-workflow
    5. Were ejected from the workflow or process
    6. Exited the workflow
    7. Were ignored (those who unsubscribed and were moved into the Do-not-mail registry are counted into this category)
    8. Clicking each of these will display the list of contacts.
  • Time-based report
    From the time-based report you can see the number of contacts who've entered and exited your workflow in a given period.
  • User agent stats
    These stats show you the hardware and software used by your contacts for opening your email. With these stats you can find out how well your email is performing in a specific device, operating system, or web browser.
  • Locations-based stats
    With this map, you can view the countries in which your emails have been opened.
  • Top five stats
    This part of the report shows you the top five locations where your messages have been opened and the top five URLs clicked.
  • Milestones
    If you have set milestones in the workflow, you will be able to view the number contacts who reached the milestone.

Versions-based report

Version report includes opens and clicks for each version, as well as the contacts count in every stage under each version.

Goal-based report

Goal-based report includes overall stats, time-based reports and list of goal achievers.
  1. Overall stats
    Under this report you can view: 
    1. The number of who entered the workflow
    2. The goal achievers target you've set
    3. The number of contacts who achieved the goal
  • Time-based reports
    From the time-based report, you can see the number of contacts who've achieved the goal in a given period.
  • Goal achievers
    Here, you will be able to view the list of contacts who've achieved the goal.

Contact-based report

This report will give you a list of contacts under each stage of the workflow. Messages-based report includes overall stats, time-based report, activities-based recipient list and message-specific report.
  1. Overall stats
    Under this section you will be able to view the following: 
    1. Number of emails sent
    2. Number of emails delivered
    3. Number of emails bounced
    4. Number of opens
    5. Number of clicksNumber of unsubscribes
  • Time-based report
    Under time-based report, you will be able to view the total number of opens and clicks made over time.
  • Activities-based recipient list
    Under this section you will be able to view the list of recipients who have opened and clicked the autoresponder messages.
  • Message-specific report
    Under this section, you will be able to view the total number of recipients, opens, clicks, bounces and unsubscribes for a specific message. To view a detailed report of every message, click View detailed report button next to the message report. This will take you to the Reports page , which displays the message delivery rate, open rate, click rate, number of unsubscribes, recipient activity, user agent stats, and more.

Share report

From this section, you can share workflow reports with your colleagues. They can access the report through the link that will be generated. You should secure your contact information with a password.

To share a workflow report:

  1. From the Navigation toolbar, select Automation and choose Workflows.
  2. Click the workflow that you want to share the reports for.
  3. Select the Share reports subtab.
  4. Fill in the following details,
    • Page title - You can have your workflow's name as the title or enter a title of your choice.
    • Access Code - Provide a password to protect your contacts' information.
    • Click Generate report link to generate the report URL.

With this URL, the workflow reports can be accessed.

Note
  • Report links expire 15 days from generation.
  • workflow reports can be shared with anyone. A Zoho Campaigns account is not necessary for access.

Action-based report

To view action-based report:

  1. From the Navigation toolbar, select Automation and choose Workflows.
  2. Select the workflow for which you want to view the reports.
  3. Click Reports icon next to the action you want to view reports for.

Under action-based report you will gain insight on the following:

  • Total - Number of contacts who had passed through the action component
  • Completed - Number of contacts the action was performed on
  • Skipped - Number of contacts who match the skip criteria and skip the action
  • Ignored - Number of contacts who unsubscribed and were moved to the Do-not-mail registry
  • Missed - Number of contacts who passed through when the action was paused

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