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Concierge Logs puts efficiency and clarity at your fingertips! This feature grants instant access to vital metrics for your submissions. Seamlessly navigate through data using intuitive filters and search functionalities, ensuring laser-focused analyses and informed decision-making.
Customize your analysis effortlessly with timeframe filters, track performance trends, and deep dive into submission details with comprehensive Logs.
We will learn more about Concierge Fire Logs below.
Table of Contents
How do I Access the Logs?
On the left-hand side menu you will find the "Logs" option after expanding "Concierge":
After opening the Logs, you will see a list of your Concierge Routers, with an initial view showing the number of Submissions, Meetings Offered, and Meetings Scheduled:
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Submissions: As the name suggests, the number of submissions done through your Router, including qualified and disqualified ones.
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Meetings Offered: The number of meetings offered to qualified prospects through your Concierge Router. This option includes qualified prospects who have not finished the booking process.
- Meetings Scheduled: The number of meetings that were scheduled. Consequently, prospects who finished the booking process.
Click the "View Logs" option next to the Router where you want to see the Logs.
Concierge Logs Initial Screen
After selecting the Router in the previous step, you will be redirected to the Concierge Logs screen, which contains useful information regarding your submissions. It allows you to see trends, the reason why prospects were qualified or not, and many other things.
Let's explore each option below!
Timeframe
At the top, you will see the Timeframe dropdown to select the time period you want to filter. We will display some pre-defined and commonly used options like "Last 24 hours", "This Week", and "This Month", but you can also use the "Custom" option to build something not covered by the pre-defined options.
Trend
After selecting the Timeframe, you will see a trend panel showing the numbers for Submissions, Meetings Offered, and Meetings Scheduled within that period. You will also see a comparison showing if the number of each category increased or decreased compared to the previous period.
Filter & Search
Moving down, you can also Filter the submissions by Assignee (pro tip: use the search bar to facilitate) or Status.
Right next to the Filter, you also have the Search bar to facilitate if you are looking for any specific submission(s)
Logs
This is the first column of your Logs page and will display the prospect's e-mail used in the submission. Click "Open" for a more detailed view of each submission, including the rule evaluation, errors (if any), and form responses - more details in the Submissions Logs Screen section.
Trigger
The Trigger will always be the first node in a Concierge Router, indicating which action will trigger your router. Within this column, you may have three options to be shown:
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Third-party form: You can integrate Concierge with a marketing form, like a demo request form, and once the prospect fills it out, Chili Piper will qualify them based on your Rules and show a calendar. You will also need to map your form using this option - check this article for more details.
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In-app: You can embed Concierge inside your application, for example, under a "request a demo" button. Chili Piper will qualify the user who clicks the button based on your Rules and show them the correct calendar.
- Router Link: You can email prospects a direct link to your router. This router link is accompanied by a form for the prospect to submit the necessary information for proper qualification.
The options above can be enabled simultaneously, meaning you can see different outcomes in the Trigger column for the same Router if that's the case.
Source
If the meeting was booked via Third-party Trigger, we will display the URL of the form the prospect filled out.
"N/A" will be displayed for other Triggers.
Status
The Status column shows the outcome of each submission. You may see the following ones over there:
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Meeting Booked: The prospect filled out the form and booked a meeting with any of your Team members (Assignee).
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Meeting Not Scheduled: The prospect was qualified based on your Rules but has not booked a meeting. For example, the prospect saw the calendar but closed the browser or current tab before booking the meeting.
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Scheduling Meeting: The prospect is still in the process of booking a meeting. For example, they might be on the calendar screen with time slots displayed to them, but they haven't finished the booking process yet.
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Error: This one means that any actions in your Router failed during the flow. If that's the case, you will see more details about the error in the header after opening the specific Logs.
- Disqualified: The prospect fell under a Catch-all path or has not matched your Rules, being disqualified.
Assigned To
If the prospect was assigned to someone in your Teams by booking a meeting or by an Assign To node, we will show the Assignee name in this column.
Assignment Method
Over here, as the name suggests, we will show the Assignment Method for each submission among the options below:
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Ownership: The prospect was assigned via one of your Ownership-related Rules, meaning that the Assignee shown in the Assigned To column was likely the record owner.
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Round Robin: The prospect was assigned via one of your Round-Robin Rules. Over here, you may see "Flexible Round Robin" or "Strict Round Robin", depending on how you set it in your Router.
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Individual Assignee: This option will be displayed if you use the "Individual" option within a Display Calendar node, like the example below:
- N/A: Displayed for Disqualified prospects.
Salesforce Record
This column contains a hyperlink to the Salesforce record associated with the prospect. If you see "N/A", we found no record associated with that prospect in your CRM instance.
Date
The date the submission happened for each prospect.
Submissions Logs Screen
You will access this screen by clicking "Open" next to any submission or prospect you want to see more details about.
Flow Information
You will find a summary of what happened to the submission in more detail in the header. Let's use the example below:
The title will display the Status, in this case, Meeting Not Scheduled. Then, below, if any, we will display the path the prospect matched with (NA Company Size 51-250 Salesforce Hubspot), the Status (did not schedule a meeting), and the assignment (Dale O'Shea). If any redirects happen, they will be shown as well.
Errors & Pending Actions
Right below, if any of your actions are pending errored, we will display more details about them. Here's one example of an error that happened during the Ownership update:
If you notice a Pending one, note that Chili Piper will automatically retry the errored action periodically within a 48-hour timeframe.
There will also be a "Try again" button to retry that action if, for example, the error remains after this period.
Trigger
Displays the Trigger for that submission among Third-party Form, In-App, and Router Link. The Trigger for our submission example was Third-party Form.
Paths
Under the Paths section, initially, you will find each Path that was evaluated in the submission and the status for each one of them (Matched or Not Matched):
You can also find more details about each Rule evaluated for each Path by expanding the Path you want to see. Let's pick the "Digital AM - Existing Customer RR" path as an example:
After expanding the path, we can see each Rule, and next to the "Data" section, the data we received for that field/rule.
Using our example above:
- The first rule evaluated if the Account Type is equal to Customer, but we received "Prospect", so no match.
- The second rule evaluated if the Account Manager is equal to 0056T000008QdLkQAK, but we received 0056T000008LcUjQAK, so there is no match too since the IDs are different.
Now, let's take a look at a successful (Matched) example:
We can see above that the prospect matched all Rules in the last Group.
Actions
This section will display all actions in your path/flow, their details, status, and errors (if any).
If you notice any action as Pending, it means that Chili Piper is still periodically retrying the Action within a 48-hour timeframe - we will also show the last and next attempt times.
If enabled, you will see it as Failed, and you can also "Try Again" from there.
Here's one example:
Router Triggered At
You will find the time the router was triggered on the right-hand side screen. Note this is not the time the meeting was booked, as the Router can be triggered at one time, but the prospect may take a while to finish the booking process, for example.
Form Responses
Also on the right-hand side, you can see the form responses for the submission you are looking at
Assignee
The assignee the meeting was booked with or distributed to.
View Salesforce Record
If there is one, a hyperlink that redirects to the Salesforce record associated with the prospect's email for that submission.
View Concierge Router
This button, at the top right, redirects you to the Router through which this submission came. It's easy to access if you want to check or update anything in the Router form there.