Outreach & Workflow report

What this report is for

Open outreach and workflow

This report combines email volume, outbound and inbound SMS, entry-level SMS reply rate, and workflow-step runs. It exists to connect communication activity with applicant response and workflow reliability.

1. Reply rate compares entries with inbound SMS to entries sent outbound SMS.
2. Workflow results are grouped by workflow step.

How to use the outreach report

Select the communication and workflow activity period, then apply it. Compare the current period with a similar earlier period when checking a campaign or workflow change.

1. Use SMS totals and reply rate together.
2. Review workflow steps with failed runs.
3. Investigate sudden volume drops against connection and workflow configuration.

How to read outreach results

Email and SMS cards show message volume, while entry reply rate shows breadth of SMS response. The workflow table shows total runs, distinct entries affected, completions, and failures for each step.

1. A high send count does not by itself indicate engagement.
2. Repeated failures on one step suggest configuration or provider problems.
3. Runs may exceed entries because a step can run more than once.