non-contact properties cannot be used for re-enrollment in a contact-based. To learn more, and. Before you start, you’ll want to check the overall condition of your data. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Any deals with an associated product that's been discounted more than 10% could then enroll in the workflow. In the workflow editor, click Set up triggers. For example, enrolling a contact into a contact workflow, every time a contact property value changes. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. currently, we are not able to use scoring properties for re-enrollment in workflows. HubSpot interprets "is know" also as "has changed". Get a demo to learn about our premium software, or get. Activity properties cannot be used for re-enrollment. To get started, navigate to the Workflow tool in HubSpot. In company workflows, you'll now see an enrollment trigger category for List Membership. Why is that? I am running a CES workflow and want to send the customer regularly a survey. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. There is no workflow enrolment limit - the main limits are either: the enrolment settings; the re-enrolment settings; the goal settings; unenrol settings; suppression list settings; You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteria (I've. There is no way to turn this off. Hi @russellmasters,. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then. In the right panel, under OneSignal, choose an option:Free HubSpot account: 500 emails per day; Paid HubSpot account: 5000 emails per day; Size limits. First, if not already, rotate to team member. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. In the dialog box, hover over the sequence and click Select . Hi @mmetros . We have created a workflow to create a ticket that is triggered off of the "call outcome" activity being "left voicemail". The only question I have about re-enrollment triggers is if you can have multiple enrollment triggers ('Enrollment 1' OR 'Enrollment 2' OR 'Enrollment 3'. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Why is this?Re-enrollment. " When using the property filter is known for re-enrollment, objects can re-enroll in two ways: The property gains a value after not previously having one. Thanks so much for your help! If i have the following: 'Last visited date is known' AND 'Consequtive 1:1 sessions is greater than 0' Would I tick only the re-enrollment to 'Last visited date is known' ? AIM: I want the deal to only pass through the workflow if they meet both criterias? I. Hi , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earliest A contact can't reenroll while still being in a workflow. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. e. By default, your workflow will be set to not allow for re-enrollment, but there are some scenarios where re-enrollment might make sense. . Can you send me your App ID, and the HubID of the account you're doing your automation through workflows in? If you just need to re-enroll you contacts into the workflow each time a timeline event is created in HubSpot, you should simply be able to. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. Using List membership filters in other lists and custom reports. Enter a name for the workflow, then click Create workflow. People don't seem to be triggering the. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. Allowing Workflow Re-Enrollment for Company Properties Allow company property changes to re-enroll contacts into workflows. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. When switching on the workflow, don't enroll contacts who meet the criteria already. A simple update in your database can trigger a whole host of internal tasks, including lead scoring and alerting your sales team to new prospects. If you're re-enrolling a contact based on a form submission and the if/then branch checks which value the property has, it will be the most current one. We use cookies to make HubSpot's community a better place. Required Parameters. Every time HubSpot offers a re-enrollment trigger, it is granting users access to their servers to perform an action. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. Stay sharp. It seems that I am not enrolled even tho I meet the trigger. Free Call Tracking Software. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. Ok yes, I've now set my workflow to clear the property and then i've also selected that contacts are removed from the workflow when they no longer meet the enrollment criteria. SureTriggers: Best Workflow Automation Software for Productivity. developers. How to create a HubSpot workflow using a template. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. First, if not already, rotate to team member. I have a few important evergreen workflows that set attribution and assigns MQLs. contact properties in a contact-based workflow but not company properties in a contact-based workflow. While webhooks are great for sending notifications when an event occurs, as mentioned. We then combine this with 1 or 2 follow-up phone calls. ) There is no workflow enrolment limit - the main limits are either: the enrolment settings; the re-enrolment settings; the goal settings; unenrol settings; suppression list settings; You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteria (I've reviewed it. In the upper right, click Enroll. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. So in short, we'd like to unroll users after a while. Set up the trigger, then click Apply filter. In the left panel, select Contact-based and Next in the top right. Date of last meeting booked in meetings tool for example could be the recent conversion but could. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. Your best option is usually to build a contact-based list that contains contacts which were enrolled in the workflow but not successfully sent the email. To learn more, and to see a full list of cookies we use,. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. You can add up to 250 filters to a workflow's enrollment triggers. Jul 27, 2022 12:54 PM - edited Jul 27, 2022 1:02 PM. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. Re-enrollment should be enabled for both. In your HubSpot account, navigate to Automation > Workflows. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. g. Neglecting the user experience. I'd recommend the nested if/then branches from 's response. In the HubSpot email. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. The first and only action in this workflow would then be the "Set property value" act. Grow Your Business. Workflow B is triggered by the completion of Workflow A and sends a series of emails to ensure the contact clicks on the download CTA. . Hi @rpkumar,. 1. In just one click, HubSpot's VoIP (Voice over IP) software connects you to. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 4. You can use SureTriggers to automate repetitive operations,. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the workflow editor, click the + plus icon to add an action. However, if a user selects an option after the workflow trigger happened, the workflow is not triggered again and there's no new deal being created for the new added option. The trigger can enroll each deal only once. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. The way to work around this is by either creating a workflow of the other object (in this case a company. Help other HubSpot searchers find this post quickly by accepting this solution today. Description. 11 months after the enrollment, it'll check if the date is still 11 months old - as it can also be refreshed by other things like form submissions. Hi Connor, What happens if I have a workflow with this enrollment trigger: "Credit refill occurred less than 2 days ago", and I add the We use cookies to make HubSpot's community a better place. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. 2. Select a contact to enroll. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. To do this effectively, you might have to. It seems that I am not enrolled even tho I meet the trigger. It will be nice if we can have the setting to let the merged deal to re-enroll in the deal type workflow if it meets the (re)enrollment criteria. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's not working. Use re-enrollment triggers to allow records to be re-enrolled in your workflows. When a value changes, the deal will reenroll in the workflow. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. 2) Delay until the event happens. Click Save. Hi , This is how you can achieve that: Add an additional filter to your enrollment criteria, specifying that the Deal stage of the associated deal is none of [anything from invoice sent to fully enrolled]. English English Español Português FrançaisPart 2: Create Workflow . * You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. In your HubSpot account, navigate to Automation > Workflows. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. . Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. As it currently stands, we are unable to re-enroll the same company in this workflow multiple times, despite having multiple deals with the sam. Instead, click into the Company enrollment trigger field, switch to the Re-enrollment tab in the right sidebar and check the box for "Health Score Level is any of Monitor (8-11pts)". The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. Use the workflows tool to take your automation to the next level. We use cookies to make HubSpot's community a better place. You can see this in the line "Ignored a request to enroll a record which is already enrolled". Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. Typically, the causes of re-enrollment failure &/or excessive re-enrollment are tied to a violation of one or more rules laid out in that KB article. Quick question about workflow completions. . check for a new contact NOT being created by a form. Based on the categorie of the form, do multiple stuff. The property is updated from one value to another. For example, enrolling a contact into a contact workflow, every time a contact property value changes. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. The contacts will enroll into the workflow,. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. @Rebecca93 , for a contact to (re-)enroll, the contact needs to meet all criteria, regardless of whether it's the first, second or third time enrolling. From this workflow, we. Contacts can also be entered manually with a list. However, does this mean i still have to select re-enrollment option - "allow contacts who me. But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. However my contacts ar. Inactive), Last month of billing, 12-month rolling revenue, etc. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Biggest HubSpot Workflow Mistakes. If a record is already syncing between HubSpot and Salesforce, then any new campaign enrollment on the Salesforce side syncs back to HubSpot. With each passing day, this percentage decreases, so I consider each and every product in the cart, no matter if him are an active customer or not, it is mandatory to. Hey @AllisonAltus,. This allows you to take the appropriate actions to test out the different branches. In my opinion must be re-enrolled yes, because I understand that if the customer accessed and put in the cart, he has a% chance of return and purchase. Until today, re-enrollment criteria only existed for contact-based workflows. This is applicable when the object, workflow type and property type are the same. Yes, re-creating it as a contact-based workflow is an option but means. This is applicable when the object, workflow type and property type are the same. Search HubSpot Ideas or Create Idea cancel. Problem. Are you sending this email after y. (understatement) - see Add re-enrollment triggers to a workflow. It would be great if this can be made availableBe sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example:. Hi , I hope I'm understanding you correctly, thank you for the detailed post. To learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. This data is updated in custom fields on the company, e. . To learn more, and to see a full list of cookies we use,. 2. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. I don't want contacts. Add a delay to the workflow. Hi @IBrockschmidt, If you want to enroll a contact into a workflow when a property changes, you would simply set the enrollment trigger to "is known": It sound like you'd want contact to be enrolled whenever that happens. To learn more, and to see a full list. g. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Create a workflow from scratch. We use cookies to make HubSpot's community a better place. To provide some more context, I was trying to have contacts re-enroll based on. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. This will update the date property, which will then trigger the HubSpot workflow according to the desired cadence; Note: you will need to set the initial "Monthly Call Task Date" if you are using it. CRM & Sales Marketing Service RevOps & Operations Commerce3. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. Hi , My apologies, I had missed the fact that this was a deal-based workflow. Hi , That's correct – activities can't be used for re-enrollment. In this case, what's going to happen is that everytime first name is updated, it will be known, thus triggering re-enrollment in the workflow. We use cookies to make HubSpot's community a better place. The date a contact is enrolled in a particular workflow isn’t stored in a contact property; instead, you can make a request to the current enrollment endpoint. Click the name of your workflow. First off, which property value did you change to trigger the re-enrollment? Have you clicked Details in the top left corner of the workflow editor and reviewed the enrollment log? Does the record which you expect to enroll appear there?Create a workflow from scratch and set the enrollment trigger to Manual enrollment. 1. Best regards! Karsten Köhler HubSpot Freelancer | RevOps & CRM. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. Hi @Louraine,. Allow merged deal to enroll in the deal type workflow. (Yes, this could be. Additionally. Set the enrollment trigger to ‘[Property Name] is known’ - this will enroll the record whenever this property value is updated. Feel free to share a screenshot of the workflow for a final check. Click the name of the workflow or create a new workflow. For the Hubspot product team, please consider incorporating some functionality where merged contacts do not get re-enrolled into workflows, or at least give admins a prompt to let them know which workflows will be triggered if we merge the contact, so we can opt them out of them. In the right panel, navigate to the "Re-enrollment" tab. However, you. Unfortunately not, no. If you include "[custom property] is known" in your workflow enrollment triggers and set re-enrollment to use this trigger, HubSpot would (re-)enroll contacts when there is a change in the value of this property. Contacts already met the workflow goal. When I add an if / this branch, based on the categories, it works fine the first time. Not monitoring key metrics. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. The company workflow would already have done it's job. ” You will also want to turn on Re-enrollment triggers for “has filled out Name of the form on Any page ” so that your contacts will receive a copy of their form submission every time they submit. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Creating a list of bounced contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Question 11. I contacted HubSpot support and they said it was due to a backend limitation. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. The disadvantage of working with re-enrollment only, is that the workflow will be triggered when the contact clicks the CTA also when it's not up to renewal yet. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Defining the HubSpot Workflow. You should see the Form Submission. If it's known, you would send the record down a path where. Hi , If your workflow doesn't have any branches/actions for the remaining 4 industries, those would simply end up in the last n/a branch which usually doesn't have any action. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. HubSpo. Sometimes our properties clear out via the API sync and we need to re-enroll them back into the WF to update that property. For example, record 1 gets value 0. This is working for the majority of users, bar 1. In the past, there was a detail that listed the other workflows which were enrolling in to the workflow you were viewing. With Today’s date is unknown, new records would enroll into the workflow. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. . Servers cost. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. As per this HubSpot Knowledge Base article, it's not possible to use Activities (including Tasks) as workflow re-enrollment triggers. Enrollment triggers: Let me know if. Frank's correct that these kinds of enrollment evaluations are happening all the time. Once I've added this additional enrollment criteria I get prompted by HubSpot if I'd like to. I have a branch in it which check if an action should be execute. I will advise you to log out from the acc and log in again, try creating wf only after some time. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. Hi @johnhenry,. Solution. Select the triggers that will be used for re-enrollment. In the right sidebar, click the Re-enrollment tab. Until today, re-enrollment criteria only existed for contact-based workflows. If you’re unsure why an object was suddenly. With each passing day, this percentage decreases, so I consider each and every product in the cart, no matter if him are an active customer o. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . Turn on suggestions. Enroll list in workflow. From the workflow editor, you can check which actions require changes or have encountered errors. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. Hi , thanks for your reply. 3. 181 Upvotes. All. In this example, only contacts with a HubSpot score between 10 and 30, and a Lifecycle stage that is not equal to Customer, will be enrolled. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. The workflow is not turned on. In the left sidebar, click Unenrollment and suppression. Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. Let's assume this is your subscription workflow. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the "Processed" or. Because I don't know all of the details here, at a high level I would suggest enrolling the deal into another workflow (WF2) at the end of the first workflow (WF1). Here's a video showing how to use nested if/then branches to overcome the 20-branch limitation (we run into this A LOT with needing a Workflow If/Then branch for each US state). This trigger could be used for Re-enrollment . For example, you could use the API to retrieve a list of all the contacts in the CRM or to update a contact's information. This one is similar to the suppression list, except that goal lists serve a different purpose. This is what they suggested: 1. In the lead nurture workflow example, enrollment wouldn’t make sense, because you would not want a HubSpot contact to receive the same series of re-engagement emails multiple times. Delete all enrollment criteria. There are multiple types of workflows in HubSpot based on your end goals. g. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". (This is preset based on the date you chose on the previous screen, but can be edited. The only information I get. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. @megananderson I think there's an opportunity there to swap in some date time stamp actions within HubSpot and then clearing those actions as well. WF2 could essentially check if the value has updated, and re-enroll the deal in WF1. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Hello team, We need to find a workflow that whenever there is a new update (internal or external) after leaving the ticket "on hold", "pending" or "closed", the ticket goes back to "open" status. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. Click Set enrollment triggers. From the workflows tool, you can create a workflow from. We use cookies to make HubSpot's community a better place. . To do: Use ”Is known" as an enrollment and re-enrollment. HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. And there is some timing thing with HubSpot that loops are not always "on time" so I can get the process to work for several iterations but if/when there is an intermittent delay then the contact doesn't re-enroll. Set up the trigger, then click Apply filter. A customer health score is the best metric to help you determine whether a customer is planning to stay with your brand or leave your brand. We use cookies to make HubSpot's community a better place. Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since they meet the criteria; Sync property values between contacts, companies, and deals by workflow copy property value option; After creating the workflow you have the option to add an action. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. Send notification to user when property is updated. Delays and actions are based on the action before it, not the lead's enrollment date. 1. 4. This is particularly useful for integrations that take contact data and display them in a different. Below is a list of enrollment triggers. Add the “Send Email” activity to the workflow. By default, records are only. Hi @aj. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Until today, re-enrollment criteria only existed for contact-based workflows. Now,. If the step changes, the option to call it is still "NO" and the workflow ends. To view additional details, hover over the name of the object and click Enrollment details. A solution I found with a HS support person is very similar. Add 'Deal amount is known OR Days until close is known OR Deal probability is known' as enrollment triggers and enable reenrollment for these three. Action 2: Delay the next action for 7 days. for example. Hi You can build your workflow using 'time of last visit - is known' as your renrollment trigger. If you can share screenshots of what. Re-enrollment triggers do not consider date or number refinements. Hey @lasseschou , is the property you're looking at called login property from your app? If so, it seems like when I use this one as as an enrollment. You can set up a workflow manually as an alternative to having a re-enrollment trigger. If you’re unsure why an object was suddenly. While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. Workflows enrollment delayed. After merging the private with the business profile, the workflow startet from scratch and he received the first email of the workflow on his business address (new primary mail. Hi @Stanza,. In the right sidebar, click the Re-enrollment tab. Hi @Bob2245, "Create date is known" is the most immediate and easiest way to "catch" and enroll all new deal records. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. I have a workflow to segment my audience in personas. Hi all, Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow? If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. To learn more, and to see a full list of cookies we use,. " Click on that enrollment step, and for the re-enrollment trigger, click "Allow contacts who meet the trigger" to re-enroll, and check the "Create date is known" box. Q : Is there a way to work around this and either consolidate. Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. Hi there, We are selling a service to which users can subscribe online: - for 1 month - for 3 months for 6 months The enrollment workflows for each are created and triggered based on a contact property set at selection of the subscription duration in a subscription form. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria will enroll at the recurring scheduled date and time. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Enrolling a list in a workflow. When you're satisfied with your Workflow, select "Activate" in the top right and test it out by submitting the form. When using the property filter is known for re-enrollment, objects can re-enroll. . Set event enrollment triggers. Manually relaunch a workflow. . In the left panel, select the when an event occurs. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. We have a workflow in place for new contacts, which includes rotating the contact owner. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. Pretty sure the best way to do it is using 'is known' and having re-enrollment allowed for it. 99/month (Starter); $49/month (Professional) 10. . See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. Timely Follow Ups: Follow up with your leads in a timely manner to keep them engaged and interested as well as keep your brand top of mind. Very limited data relating to Tasks is stored on an associated record of another object-type (e. Add more Enrollment.