{"id":1167,"date":"2026-03-17T06:29:04","date_gmt":"2026-03-17T06:29:04","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1167"},"modified":"2026-03-17T06:29:04","modified_gmt":"2026-03-17T06:29:04","password":"","slug":"workflow-trigger-narration-and-statistics","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/workflow-trigger-narration-and-statistics\/","title":{"rendered":"Workflow Trigger Narration and Statistics"},"content":{"rendered":"

The Trigger Statistics & Narration view provides insights into how your workflow triggers perform, helping you monitor activity and identify optimization opportunities within your automations. This guide covers two visibility upgrades for triggers in workflows:\u00a0Trigger Narration<\/strong>\u00a0(human-readable filter summaries right on the trigger card) and\u00a0Trigger Stats<\/strong>\u00a0(Attempted \/ Matched \/ Unmatched, plus contact-level reasons).<\/p>\n

Key Benefits of Trigger Narration and Statistics<\/strong><\/h2>\n
    \n
  • Visibility<\/strong>: See exactly which triggers are driving the most activity.<\/li>\n
  • Performance Analysis:<\/strong> Quickly identify top-performing or underutilized triggers.<\/li>\n
  • Error Detection:<\/strong> Find and fix triggers that fail to execute as expected.<\/li>\n
  • Optimization<\/strong>: Improve workflow efficiency using real data instead of guesswork.\n

    See the \u201cwhy\u201d at a glance. Every trigger shows a human-readable narration of its filters\/conditions on the trigger card.<\/p>\n

    Each trigger card shows a simple and readable summary of its filters\/conditions. This makes it easy to scan logic without opening the trigger.<\/p>\n

    \"Trigger<\/p>\n

    How it works<\/strong><\/p>\n

      \n
    • The narration appears below the trigger name.<\/li>\n
    • For complex triggers, you\u2019ll see a compact summary with a \u201c+X more\u201d link.<\/li>\n
    • Click\u00a0Details<\/strong>\u00a0to open a panel with the full filter list.<\/li>\n<\/ul>\n

      \"Details<\/p>\n

      Narration helps during audits, handoffs, and reviews, especially in large canvases, because you no longer need to open every trigger just to recall its purpose.<\/p>\n

      Trigger Stats (Attempted \/ Matched \/ Unmatched)<\/strong><\/h2>\n

      Measure what\u2019s working in Stats View; each trigger displays Attempted, Matched, Unmatched, and lets you drill into contact-level reasons (e.g., filter mismatch, missing data).<\/p>\n

      IMPORTANT<\/strong>: Workflows are not editable in Stats view. Also, the Stats are only available for the last 30 days.<\/pre>\n
      Stats View<\/strong>\u00a0shows per-trigger performance inside the workflow:<\/p>\n
        \n
      • \n
        Attempted<\/strong>\u00a0\u2014 total contacts evaluated by the trigger<\/p>\n<\/li>\n
      • \n
        Matched<\/strong>\u00a0\u2014 contacts that met all conditions<\/p>\n<\/li>\n
      • Unmatched<\/strong>\u00a0\u2014 contacts that didn\u2019t qualify<\/li>\n<\/ul>\n
        \"Stats<\/p>\n
        Click any stat to open the\u00a0Trigger Stats Panel<\/strong>\u00a0and see:<\/p>\n
          \n
        • Contact names, emails, and timestamps<\/li>\n
        • Match status<\/li>\n
        • Reason for Unmatch (e.g., value mismatch, missing field)<\/li>\n
        • Filters: date range, search by contact<\/li>\n<\/ul>\n
          \"Stats<\/p>\n
          \"Reasons<\/p>\n
          Tip<\/strong>: This complements the broader workflow-level reporting available elsewhere in the app (e.g., list-level stats and communication metrics).<\/pre>\n
          \n
          Best Practices<\/strong><\/h2>\n
            \n
          • Review trigger stats weekly to catch performance issues early.<\/li>\n
          • Use success rate metrics to monitor workflow health.<\/li>\n
          • Compare triggers across similar workflows to find optimization opportunities.<\/li>\n<\/ul>\n
            \n
            Frequently Asked Questions<\/strong><\/h2>\n
            Q. I don\u2019t see narration on my trigger card.<\/span><\/strong>
            Make sure the feature is enabled in Settings \u2192 Labs. If the trigger has many filters, look for the \u201c+X more\u201d link and click Details.<\/p>\n
            Q. My \u201cUnmatched\u201d count is high\u2014what should I check first?<\/span><\/strong>
            Open the Trigger Stats Panel and review Reason for Unmatch. Common causes: wrong value, missing field, or the wrong trigger selected. Review your trigger type and filters (compare against the trigger\u2019s reference in the triggers catalog).<\/p>\n
            Q. Can I filter or search inside Trigger Stats?<\/strong>
            Yes, use date range and search (by contact) within the stats panel.<\/p>\n
            Q. Does this change how triggers start workflows?<\/strong>
            No. Triggers and actions still follow the standard workflow model: an event (trigger) starts the flow, then actions run in sequence. Narration and Stats only add visibility; they don\u2019t change execution.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
            The Trigger Statistics & Narration view provides insights into how your workflow triggers perform, helping you monitor activity and identify […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[47],"doc_tag":[],"class_list":["post-1167","docs","type-docs","status-publish","hentry","doc_category-workflow-triggers"],"year_month":"2026-07","word_count":507,"total_views":"12","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Workflow Triggers","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/workflow-triggers\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1167","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1167"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1167\/revisions"}],"predecessor-version":[{"id":1168,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1167\/revisions\/1168"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1167"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1167"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1167"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}