Workflow message reporting is available in the Workflow channel within the Listrak Platform. 

Two types of reporting are available for Workflow. Visual Insights, which allow you to view the performance of the Workflow itself and how people have progressed through the experience, and Message Reporting, which allows you to view the performance of the messages included in all Workflows.

Visual Insights

Message Reporting

Visual Insights

Visual Insights provide a way to view the metrics of an active workflow directly in the workflow interface. Metrics available include revenue, rates of completion for the workflow, and number of participants. Metrics have a 24-hour delay in appearing in Visual Insights. Visual Insights are available for the version of the workflow that is currently active.

To access the Visual Insights, navigate to an active Workflow and click on the Visual Insights tab at the top right.

The sidebar will display workflow-level reporting broken into three sections: counts, rates, and revenue.

The following metrics are available:


  • Total Participants: The total number of times contacts have entered the workflow

  • Unique Participants: The number of unique contacts who have entered a workflow. If a contact has entered a workflow by both email and SMS number, they will be counted as a single participant if Listrak can link the two pieces of information.

  • Total Denied: The number of times a participant was denied entry into a workflow due to the re-entry rules and entry prevention rules configured.

  • Conversions: The total number of conversions from the messages contained in the workflow.


  • Denied: The percentage of participants denied entry due to configuration of the entry events.

  • Conversions: The percentage of the total participants who converted from the workflow messages.


  • Total Revenue: The total amount of revenue generated by the messages in the workflow.

  • Revenue per Participant: The amount of total revenue divided by the total participants.

  • Revenue per Unique Participant: The amount of total revenue divided by the unique participants.

  • Average Order Value: The average value of the orders placed by participants in the workflow.

  • Revenue per Message: The average revenue generated by each message in a workflow.

Within each element in the workflow you will see specific metrics related to the element, such as click through, conversions for SMS and email messages, or entry percentage for split elements.

In the screenshot below the quick view metrics of a decision split are shown on the canvas.

Clicking on the element on the canvas will display these metrics in the sidebar and allow you to dive deeper into statistics such as total and unique participants for decision splits and the number of coupons assigned in coupon steps.

When viewing the statistics about the exit events you can view the number of contacts who were removed from their workflow path due to completing a configured exit event. The specific exit events that will appear will differ based on the type of workflow configured.

Message Level Reporting

Once in the workflow channel you can view message-level reporting for any message sent using Workflow.

  1. Navigate to Analytics 

  2. Select Message Summary 

In the report the following metrics are available:

  • Messaging Channel

  • Name of the Workflow a message was sent from

  • Entry Type of the Workflow a message was sent from

  • Message Step Name

  • Message Subject Line (email channel only)

  • Workflow Publish Date

  • Message Metrics, including:

    • Message Sent

    • Message Bounced

    • Number of Clicks

    • Number of Conversions

    • Message Revenue

Use the date picker to view metrics for a specific time frame.  Use the Show/Hide Columns feature to display the columns most relevant to your reporting goal.

The Export feature allows you to download the Message Summary report as an Excel file. All columns are included in the export, including hidden ones. The exported data reflects the date range selected for the report, with the date range identified in the file name of the exported report.

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