SMBcrm has improved trigger stats in the workflow builder so you can review enrollment activity without leaving the workflow. This makes it easier to understand how contacts are entering a workflow and where filters may be preventing enrollment.
For teams using Automation, the updated stats view gives a faster way to troubleshoot trigger behavior directly from the builder.
What Changed
Each workflow trigger now includes a built-in stats section that shows a quick snapshot of enrollment activity.
From the trigger, you can review:
- attempted enrollments
- matched contacts
- unmatched contacts based on filter criteria
You can also open a more detailed stats view to inspect contact-level results and identify why contacts did not enroll.
What You Can See in the Detailed View
The expanded view includes:
- attempted, matched, and unmatched enrollments
- contact-level details
- top unmatched reasons
- search results for specific contacts
This helps you spot patterns faster and verify whether a contact matched a trigger as expected.
How to Use It
- Open a workflow in the builder.
- Click the trigger.
- Open the stats section to review enrollment details.
- Select a stat or open the detailed stats view to inspect contacts, filter results, and unmatched reasons.
Additional Notes
- Available in both the standard builder and advanced builder.
- You can search for a specific contact to check whether they matched and why they did not enroll.
In Case You Missed It
You can also read about the Reviews Overview Dashboard Now Available in Labs.
Need Help Applying This Update?
If you’d like help rolling this out in SMBcrm, visit Support or request a demo.