Highlight Contact Path in Workflows

Highlight Contact Path in Workflows

November 08, 20241 min read

Following a contacts journey helps you better understand and connect with them, increasing their satisfaction and simplifying the troubleshooting process for your workflows whenever you encounter an error. Our new feature Highlight Contact Path in Workflows will make this easier to visualize and follow.

⭐️Why Is This Feature Beneficial To Your Business?

  • Simplified Error Diagnostics: With Highlight Contacts it will be clear where exactly the contact experienced issues with your system making it straightforward for you to resolve them promptly.

  • Direct Navigation: Click on a highlighted path to be redirected to the corresponding actions in the workflow builder, saving you time and effort when reviewing or making changes.

  • Improved Efficiency: This helps you better manage your workflows and leverage your contact’s experience into points of rapport.

⭐️How To Use Highlight Contact Path in Workflows:

  1. Navigate to the Workflow tab inside the Automation section and access any of your workflows.

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  2. Switch to the Execution logs or Enrollment History tab and click the clock icon next to the contact's name.

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  3. Click on the "Highlight Contact Path" icon in the top right corner.

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  4. On clicking the icon, the builder will open and the path will be highlighted that the contact has taken in the workflow.

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Easily find and fix issues, monitor contact experiences, and optimize your workflows with Highlight Contact Path in Workflows, this awesome feature will help you approach automation more comprehensively.

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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