What You'll Learn
How to find the exact date and time a contact triggered a workflow (For example, signed up or texted a keyword).
How to view message and reply history
How to export this data to Excel
What each tab in the exported file means
Video Tutorial
Here are the step-by-step instructions to get to this information.
Step 1: Select Workflows from the side menu
This will bring up a list of all active and archived workflows, including those triggered by keywords, forms, NFC (tap-to-give), or QR codes.
Step 2: Click View next to the workflow you’d like to export data from
This opens the workflow summary. From here, you can preview the messages and logic configured in this specific automation.
Step 3: Click the Conversations tab
This view shows:
Phone number of each participant
Date and time of the first message (i.e., when the contact signed up or triggered the workflow)
Most recent message sent or received
Progress through the workflow (e.g., if they completed or abandoned a prompt)
If the workflow includes multiple steps or prompts, you’ll also see how far each person progressed before stopping or replying.
Step 4: Click Export
This will generate an Excel (.xlsx) file and queue it for download. The file includes:
One tab per saved version of your workflow (if you’ve made changes over time)
A row for each contact who engaged with the workflow
Standard columns including:
Phone Number
Date/Time Triggered
Message Sent
Last Reply
Workflow Version
For Prompt-Based Workflows
Each prompt you’ve configured (e.g., “What’s your name?” or “How much would you like to give?”) will appear as its own column in the spreadsheet.
The headings reflect your prompt titles or labels, so you can easily see how each contact responded to each step in the workflow.
Example columns might include:
First Name
Email Address
Donation Amount
Zip Code
If a contact dropped off before completing a prompt, that column will be blank for their row.
✅ Pro Tip: You can also click any contact’s phone number in the conversation tab to open their profile and see their full message history across all workflows and campaigns.
Need Help?
If you have questions or need custom data pulled, contact us at [email protected]. We’re happy to assist.