Overview:
Track workflow performance—open rates, click rates, task completions—and optimize for better engagement and conversions.
Steps:
Navigate to Automation & AI → Workflow Reports.
Select your nurturing workflow from the list.
Review key metrics: enrollment count, email open/click rates, conversion actions.
Identify drop‑off points (e.g., low open rate on Email 3).
Edit the workflow to tweak timing, content, or branching, then republish.
Tips & Best Practices:
A/B test subject lines and email content within workflows.
Set up alerts for workflows with high error rates or low engagement.
Iterate monthly based on data to continuously improve.
Troubleshooting / FAQs:
Q: Report shows no data.
A: Confirm the workflow has been Active for enough time and that leads were enrolled.
Q: Errors listed under workflow actions.
A: Click into the error log to see details (e.g., invalid email address) and correct the issue.