. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. Date of last meeting booked in meetings tool for example could be the recent conversion but could. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Out of the box, without custom development, workflows do not have any cap / throttling features. 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. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. HubSpot Ideas. 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. 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. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. Last updated: June 28, 2023 Available with any of the following subscriptions, except where noted: Sales Hub Enterprise Service Hub Enterprise Use contact-based workflows to automate sequence. Set event enrollment triggers. I will advise you to log out from the acc and log in again, try creating wf only after some time. 2. In the dialog box, hover over the sequence and click Select . By default, records are only enrolled in workfl. To learn more, and. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. Discussions. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. That's it. Turn on suggestions. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. I'm not aware of a way to achieve this, unfortunately. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. . HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. ----- This is now in public beta!Hi , Have you checked the re-enrollment settings, as explained in my previous answer? If those settings are already enabled: Can you click Details in. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. Think of it like an “unenrollment” trigger. Hi , 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. Hi , This is not a company-based workflow, not a contact-based workflow. It doesnt' show up on the. HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. 4. Add a delay to the workflow that will send the email on the desired day and time. In the left panel, select Contact-based and Next in the top right. If you're reading this article, chances are you know how. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. developers. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. You will either see this in the history of workflow actions or on the contact record. This is how you could differentiate them in a workflow via Filter type > Activity properties. Is there a way to enroll contacts into the workflow instantly or with a shorter delay?In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. I am told. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. Now,. Ok, but that sounds like the solution then. 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 . The property is updated from one value to another. Workflow enrollment details are not clear when the enrollment is coming from another workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the right pane, set an unenrollment trigger. 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. Which I understand why that is the case. Even when I manually try to enroll my work contact, it will not work. Also, you should have access to HubSpot Technical Support if. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. Of course there would be additional enrollment criteria and actions but I stripped this down to the bare minimum of what is needed for the loop you wa. Select the triggers that will be used for re-enrollment. The first and only action in this workflow would then be the "Set property value" action. e. Hi @mmetros . hubspot. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. This is impossible to do without re-enrolement allowed on activities/engagement actions. CPQ Software. In the actions panel, select Unenroll from sequence . User-Agent. It does not affect enrollment at all: For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is known". Hi @johnhenry,. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. That's why re-enrollment criteria exist: you can decide when and how a record should be added to the workflow a second (or third) time. When meeting certain criteria in workflow A, contact is. you have to fetch them through the api and get the id from the response, the id in the url is actually a different identifier which is not the identifier that the api uses. See all features and limits. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. To learn more, and to see a full list of cookies we use,. No: End. Reenrollment can be based on that. In your case, for example, when the Aged Date switches from known to unknown, but not if it simply stays unknown. It would be great if this can be made availableI recently started a email nurturing campaign. Very limited data relating to Tasks is stored on an associated record of another object-type (e. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. Source. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. In your HubSpot account, navigate to Automation > Workflows. 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. Since we use this to offer specification sheets, re-enrollment is enabled. _____ workflows will operate once a contact meets the enrollment triggers of that workflow. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. . However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. You can add up to 250 filters to a workflow's enrollment triggers. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. When I add an if / this branch, based on the categories, it works fine the first time. From the workflow editor, you can check which actions require changes or have encountered errors. The sales rep would then manually enroll each eligible contact in the correct sequence. So, when should you apply re-enrollment to a HubSpot workflow? Not every workflow should use re-enrollment. Click on the “Create Sequence” button. 1. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. Creating a list of bounced contacts. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose values will. Currently, if you have a workflow. A solution I found with a HS support person is very similar. Re-enrollment. It waits for the first workflow to set 30 day re-enrollment trigger to "Yes", clears the property, waits 30 days and then sets it to "Yes" again – which will make the deal re-enroll in the first workflow (see second group of enrollment criteria in first workflow). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. . Hi , I hope I'm understanding you correctly, thank you for the detailed post. In the Choose an action panel, select Set contact. Create a workflow to deliver the email. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. 4. Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. In this case, if you're looking to enroll deal almost instantly when e. In the right sidebar, click the Re-enrollment tab. I have a branch in it which check if an action should be execute. First, if not already, rotate to team member. We use cookies to make HubSpot's community a better place. Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. If that's the case, you'd also enable re-enrollment as shown in my screenshot. . But i'm still confused by this statement "Contacts who meet the triggers above will be enrolled again if they meet one of 2 re-enrollment triggers. Hi , That's correct – activities can't be used for re-enrollment. We're uncovering those tools. currently, we are not able to use scoring properties for re-enrollment in workflows. 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. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. Contact Forms. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. 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. I have a schedule workflow which I enroll contacts only one time. To learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". Clone your workflow. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. Hi guys, i have a company enrollment trigger workflow. When a value changes, the deal will reenroll in the workflow. amount is changed, using the 'Amount is known' enrollment trigger would be a better. Yes, re-creating it as a contact-based workflow is an option but means. 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. ) Reply. Thankfully, your CRM and marketing automation can go hand-in-hand. Click the plus icon + to add an action to the workflow. Since Hubspot doesn't let you select the "On This Page" option unless it's a created landing page in Hubspot, I guess I'll just clone the form, give it a new name, and then embed that on my WP site page instead of using the original form on multiple pages. For example, a contact's lifecycle stage changing from Lead to. Basically it's a workflow centered around the date property, set to re-enroll on the date property = known criterium (it's possible if the workflow is centered around a date property apparently). Hi , thanks for your reply. Learn more about how refinement filters apply to re-enrollment. . Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. non-contact properties cannot be used for re-enrollment in a contact-based. For example, enrolling a contact into a contact workflow, every time a contact property value changes. 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. You would al. you should be able to enable re-enrollment for "Expected close date is known", without changing the overall enrollment logic. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. Finally, create a new Contact-based workflow. This would only work going forward, not historically. Hi 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 wh. Enrollment triggers: Let me know if. If you’re unsure why an object was suddenly. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. workflow enrollment criteriaClick the name of the workflow. Need help choosing a plan? +1 (857) 829-5060. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. 1. Or, learn how to create a new workflow. 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. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. The workflow is activated and everything is tested. It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". If you select one property for re-enrollment, an. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. (Vice versa from the perspective of the workflow for the remaining 4: the records. 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. If a record is already syncing between HubSpot and Salesforce, then any new campaign enrollment on the Salesforce side syncs back to HubSpot. Are you sure that. then I changed to anytime. Turns out that the "is known" filter option on properties will do this, i. Click Set enrollment triggers. You can also review the details of all your marketing emails in the Email Performance dashboard at the. Workflow events will be listed in descending order, with the initial enrollment at the top. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. @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. And yes, a longer delay would also work. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. 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. (Yes, this could be. Enter a name for the workflow, then click Create workflow. In just one click, HubSpot's VoIP (Voice over IP) software connects you to. Further up in the workflow, you could check (in an if/then branch) whether that date property is known or not. . The company workflow would not have to re-enroll. 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. Re-activate WF. Welcome @lasseschou! Have you consulted Support about this? They should be more than capable, and faster responding (we aim to answer queries here in under 2 business days) so it would be a better place to start. 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]. . " Choose the specific triggers you want to utilize for re-enrollment. It seems that I am not enrolled even tho I meet the trigger. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. In your HubSpot account, navigate to Automation > Workflows. My approach to a solution would be a main workflow and a second workflow which in. . We have it set up so a task goes to someone anytime the deal close date changed in the last 1 day. (The exact list criteria depend on your workflow actions. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. OAuth Access Token. " Click "and" one more time to select "has completed workflow. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. Hi @russellmasters,. 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. HubSpo. 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. Picture it: You sit down at your desk on Monday morning after a great weekend and you open your inbox to a sea of angry. However my contacts ar. HubSpot Partners solution:. Humans of HubSpot Recorded Events INBOUND Groups. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". " I have two enrollment triggers - 1. Allowing Workflow Re-Enrollment for Company Properties Allow company property changes to re-enroll contacts into workflows. Explore The HubSpot Workflow Butterfly Effect and some of the many other reasons delays are not really an optional 'option'. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. Discussions. Hi @AGardner,. Inactive), Last month of billing, 12-month rolling revenue, etc. Once the actions are executed, they're executed. Got it @lasseschou, thanks for the clarification. We use cookies to make HubSpot's community a better place. Below is a list of enrollment triggers. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. You can also use workflow actions from connected apps . Until today, re-enrollment criteria only existed for contact-based workflows. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. How Trigger or Enroll in Workflow with Form on External Site SOLVE Hmm, perhaps. Any idea how this could be resolved. 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. Not updating unenrollment criteria. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. English English Español Português Français Mistake #1: Incorrectly Using Goals. To learn more, and to see a full list. For example, enrolling a contact into a contact workflow, every time a contact property value changes. If it is you push them into the "reminder workflow" - the "Enroll in another workflow" action is treated as manual enrolment, so a contact can get "re-enrolled". Best regardsIf a lead comes back to the site and a day later fills out same form, they will not be reentered into the workflow. We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Delete all enrollment criteria. This is particularly useful for integrations that take contact data and display them in a different interface. To learn more, and. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. In the workflow editor, click the + plus icon to add an action. We use cookies to make HubSpot's community a better place. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. How re-enrollment triggers work When setting up your re-enrollment triggers, do take note of the following: When re-enrollment is enabled, records can re-enroll in workflows either by manual re-enrollment or by meeting at least one selected re-enrollment trigger. . In the actions panel, select Unenroll from sequence . Do you have to enroll the deal? Can you not run the workflow from quotes? If so, you can renroll on quote properties and you can still set deal properties from the workflow. 4. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. Neglecting the user experience. Workflow Re-enrollment. If all of the values. Set your enrollment triggers, then click + to add an action. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. When switching on the workflow, don't enroll contacts who meet the criteria already. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. People don't seem to be triggering the. I recently started a email nurturing campaign. Create and manage workflows. Set up the trigger, then click Apply filter. In the right panel, view the record's workflow history. Additionally. Click the Settings and notifications tab. Visual Editing. Hey , thanks for reaching out! I noticed that in your first screenshot, the "unenrollment" workflows you have selected are: Enroll Contact Workflow Starter Enroll Contact Workflow Premium However, the workflow in your third screenshot is Enroll Contact Workflow Pro, not Premium. The company workflow would already have done it's job. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. In the right panel, navigate to the "Re-enrollment" tab. developers. We use cookies to make HubSpot's community a better place. This one is similar to the suppression list, except that goal lists serve a different purpose. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. Help other HubSpot searchers find this post quickly by accepting this solution today. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. First, if not already, rotate to team member. This currently works fine. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Would be nice have the possibility to limit the re-enrollment in workflow using other process, like number of times, number of times by day. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A few more details surrounding the full workflow and process might help. How to create a HubSpot workflow using a template. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. . To achieve this, in the enrollment triggers of a workflow, click Set up triggers > When filter criteria is met > Email subscriptions: You can then set up your criteria as follows, filtering. So if you have create a contact-based workflow, you cannot. 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]. But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. Enter your sequence’s name and click the “Create” button. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. In HubSpot, this covers any change to the property. We use cookies to make HubSpot's community a better place. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. How the "Enrolling Existing Contacts" Option Works. We use cookies to make HubSpot's community a better place. Creating ads audiences with contact. However, does this mean i still have to select re-enrollment option - "allow contacts who me. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. HubSpot Updates. For example, when we set a deal property as an enrollment criteria in a workflow, it isn’t possible to use that same criterion 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. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? 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. e. And these ads are from a year back, so they may not always be the first or last seen pages. . 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. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. 99/month (Starter); $49/month (Professional) 10. Whether this is your first clean up or you’re looking for ways to improve your current system, here are some steps you can take to routinely clean your CRM data in HubSpot. We use cookies to make HubSpot's community a better place. Description. How Trigger or Enroll in Workflow with Form on External Site SOLVE I would like to embed an instance of a form + a specific page in an external wordpress site, and then trigger a specific workflow based on the referring page, rather than the form itelf. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. Based on the categorie of the form, do multiple stuff. In the top left of the workflow editor, click Details. Specific date. If the step changes, the option to call it is still "NO" and the workflow ends. We would like to do the following: 1. To learn more, and to see a full list of cookies we use, check out ourTo trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". You're in good company. Feel free to share a screenshot of the workflow for a final check. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. If I correctly understood your question maybe you can use list memeberships. Without this option turned on, the only contacts HubSpot will. Learn more about the Workflows API in the Workflows API overview . Set a delay for the number of days, weeks or months that you want to wait before the email in workflow B is sent. Hi @BrettloweAUS, You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was logged on the ticket ). Create a. ) 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. Best regardsHi @JRudowska,. As you said, what i expect to happen is, If there is a deal in the pipeline "MX Registro Plataforma", you don't want to create a new deal there. Allow company property changes to re-enroll contacts into workflows. Make sure that you have re-enrollment enabled. Quick question about workflow completions. If the user logs in, and then waits another 30 days, the email should fire again. If you use enrollment criteria with more than one attribute (Not a "Customer" & Score = x, or Stage = Sub, MQL, Lead, SQL), the workflow setting for auto re-enrollment cannot be used, so the Contact can only pass through the workflow one time. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. Kindly, Pam. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. As such, it's best practice to ALWAYS include delay actions in workflows (especially if re-enrollment is a factor). We added two screenshot below to show you the company properties (condition for unknown) are getting listed for re-enrollment but this is not occurring for Contact Properties. In addition to that behavior, depending on the size of your portal and/or the complexities of lists you're trying to join, it could take several minutes for any one contact to join a list. . This trigger could be used for Re-enrollment . To create the deal i added a branch in order to check if the company all ready has a deal in this pipeline, but this condition is not working. The property won't contain the selections from previous submissions anymore. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. smith, 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. Enroll list in workflow. The issue we have is as. ” 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. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. Hi , If you link your current criterion with "AND Expected close date is known", you should be able to enable re-enrollment for We use cookies to make HubSpot's community a better place. Next challenge is that I want to send an email when it's more than 30 days since the last login. To do: Use ”Is known" as an enrollment and re-enrollment. Hey @AllisonAltus,. Workflows enrollment delayed. The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. Why is this?Re-enrollment. If you use enrollment criteria with more than one attribute (Not a "Customer" & Score = x, or Stage = Sub, MQL, Lead, SQL), the workflow setting for auto re-enrollment cannot be used, so the Contact can only pass through the workflow one time. It would also be possible using a webhook and serverless function. currently, we are not able to use scoring properties for re-enrollment in workflows. If a new company is added it will be enrolled in this assisting workflow once, set the single checkbox property value which in turn can be used for re-enrollment. Hi 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. This allows you to take the appropriate actions to test out the different branches. HubSpot won't check these criteria daily. Only properties of the same object can be used in a workflow for re-enrollment, e. Set event enrollment triggers. . You can use met goal or completed (down a path to checkered end, not meeting the goal) as a trigger/property but to "complete" I believe it counts both ways of working your way through the workflow be it a goal or end of the path. Hope this helps. 1.