Overview
Performance monitoring helps you understand what’s happening inside your workflow automations after they’re active. You can see how supporters move through each step, where they may pause, and when they complete the journey.
This visibility helps you confirm that follow-up is working as intended and make small improvements over time—without needing to watch workflows constantly or dig through complex reports.
What This Feature Helps You Do
Performance monitoring helps you:
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See how many contacts enter and complete a workflow
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Understand where supporters are currently waiting
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Spot drop-offs or delays in the workflow
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Confirm that messages and actions are running as expected
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Feel confident that no one is being missed
You don’t need reporting expertise to get value here. Even a quick glance can answer questions like “Is this working?” or “Do I need to follow up on this step?”
How Performance Monitoring Supports Your Work
| What Performance Monitoring Does | Why It Helps You | Real-World Example |
|---|---|---|
| Shows workflow progress | Improves visibility | A coordinator sees that most supporters complete the welcome series |
| Highlights waiting steps | Prevents confusion | A staff member notices contacts paused before a follow-up email |
| Breaks down decision paths | Builds confidence | A fundraiser confirms donors are routed correctly |
| Surfaces trends over time | Supports improvement | A team adjusts timing after seeing where supporters disengage |
Performance insights help you respond thoughtfully—without guesswork or spreadsheets.
Common Things You’ll Do When Monitoring Performance
When reviewing workflow performance, you’ll often:
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Open the Performance page for an active workflow
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Check how many contacts are currently in each step
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Review how contacts move through decision paths
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Look at recent activity to confirm workflows are running
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Use reports or lists to dig deeper when needed
These actions work together to give you both a high-level overview and contact-level detail, depending on what question you’re trying to answer.
Seeing Your Impact
Performance monitoring helps you see the real impact of your workflows.
You can quickly understand:
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Whether supporters are progressing smoothly
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Which steps are most effective
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Where supporters tend to pause or drop off
This insight makes it easier to refine workflows over time—adjusting messages, timing, or criteria in ways that support better experiences and stronger relationships.
Most importantly, it helps you trust the system so you can focus on your mission instead of manual tracking.
What Do You Need Help With?
Ready to explore performance monitoring in more detail? Choose what you’d like to do next:
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How do I view workflow automation performance?
See a visual overview of how contacts move through a workflow. -
How do I create reports for a workflow automation?
Dig deeper into step-level and contact-level details. -
How do I find contacts in a specific workflow step?
Identify who is waiting, completed, or needs follow-up. -
Not what you’re looking for? Back to Overview: Workflow Automations