When a contact meets the set goal, they’re automatically unenrolled from the workflow. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. Pretty sure the best way to do it is using 'is known' and having re-enrollment allowed for it. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". This is working for the majority of users, bar 1. A few more details surrounding the full workflow and process might help. 3) enroll in another workflow: waiting for event #2. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. Very limited data relating to Tasks is stored on an associated record of another object-type (e. 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. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. Click the Workflows with errors tab. 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. 1) Enrollment trigger: Manual, enable re-enrollment. English English Español Português Français Mistake #1: Incorrectly Using Goals. In the workflow editor, click the + plus icon to add an action. 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. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. 181 Upvotes. This is a limitation in HubSpot. Generally, there are different properties you could use for this but **bleep** is in the detail. One key example: We want to track the "Time of Last Call Connected". Workflow A sends an email with a download link to contacts that submit a form. e. g. Add a delay to the workflow that will send the email on the desired day and time. 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. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. However, we must give HubSpot time to recognize changes when they occur. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment @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. We use cookies to make HubSpot's community a better place. HubSpot interprets "is know" also as "has changed". Click the name of a workflow. If HubSpot is logging emails from your ERP system, you could leverage the "Contact Property" of "Last Email Subject" or "Recent Sales Email Subject" or another relevant email logging property to trigger the workflow. Unfortunately this only works once due to the fact that re-enrollment is not an option. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. My last resort i. I recently started a email nurturing campaign. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To edit an existing workflow, hover over the workflow, then click Edit. Allow company property changes to re-enroll contacts into workflows. 5% (capped at $10) of ACH payments. This can be done by adding an additional enrollment criterion "Email is any of [my email address]". When meeting certain criteria in workflow A, contact is. currently, we are not able to use scoring properties for re-enrollment in workflows. You will also pay the processing fee you have agreed to with Stripe. 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. . Any time a re-enrollment trigger condition is met, the record will re-enroll, regardless of date ranges or the number of previous occurrences. I know that HubSpot api calls will retry, but. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Then, select the "Create Record" action. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. To further refine your trigger, click Add refinement. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. Yes: Create a task “Ask owner for status update,” assign to sales manager. In the left sidebar, click Unenrollment and suppression. when i first turned this on, i put every day at 3 am. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. 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 , That's correct – activities can't be used for re-enrollment. Add more Enrollment Triggers if needed. For example, enrolling a contact into a contact workflow, every time a contact property value changes. The sequence editor will open up and see a blank canvas. Use the workflows tool to take your automation to the next level. Enrollment trigger: Contact gathers a certain number of HubSpot points. 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. Might as well offer both features. 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. The Workflows API allows for full CRUD access to workflows in your portal. You would set this custom contact property to "yes" at the end of the contact-based workflow. We use cookies to make HubSpot's community a better place. Need help choosing a plan? +1 (857) 829-5060. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. 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). Hello @TWiese, currently is possible to set up a date property-based workflow (based on that property you created), and then you can add an action to happen one day after the date has passed. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Create a workflow to deliver the email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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:. Q : Is there a way to work around this and either consolidate. 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. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. 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. This can be achieved with a deal-based workflow instead of a contact-based workflow. Customer Health Score. Stay sharp. Create a. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. The sales rep would then manually enroll each eligible contact in the correct sequence. Click the name of the workflow or create a new workflow. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. 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. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. From this workflow, we. This is how you could differentiate them in a workflow via Filter type > Activity properties. 1. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. To edit an existing workflow, hover over the workflow, then click Edit. When you're satisfied with your Workflow, select "Activate" in the top right and test it out by submitting the form. So the workflow should re-trigger each time the Company's Type changes. Currently, if you have a workflow. Hi , Could you share a screenshot of the enrollment criteria, the re-enrollment settings and the workflow action log of the test contact? Best JavaScript must be installed and enabled to use these boards. e. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. This is particularly useful for integrations that take contact data and display them in a different interface. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. 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. To learn more, and to see a full list of cookies we use, check out ourTo 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. . To get started, navigate to the Workflow tool in HubSpot. 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. Hi @MorganW,. If the step changes, the option to call it is still "NO" and the workflow ends. The workflow is not turned on. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. This is applicable when the object, workflow type and property type are the same. There are multiple types of workflows in HubSpot based on your end goals. If that's the case, you'd also enable re-enrollment as shown in my screenshot. Click Set enrollment triggers. However, you. The workflow is activated and everything is tested. Hope. Biggest HubSpot Workflow Mistakes. if job title is know then i have branches for each of the personas: if title is x, persona property is y. However, we WANT people to be able to re-enroll if. HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Thanks for the tag @jennysowyrda!. 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. " Choose the specific triggers you want to utilize for re-enrollment. 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. At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. 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. The property is updated from one value to another. Are you sending this email after y. To do this effectively, you might have to. Hi , I test workflows on myself. . 2. If you're reading this article, chances are you know how. To do: Use ”Is known" as an enrollment and re. 2. In. Or, learn how to create a new workflow. Hi @aj. g. Click the Delay type dropdown. . Save your changes. for example. To further refine your trigger, click Add refinement. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. Question 58. In the left panel, click the email Email icon. Make sure that you have re-enrollment enabled. Not setting a workflow goal. Hi @rpkumar,. 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)". HubSpot Ideas. This is impossible to do without re-enrolement allowed on activities/engagement actions. status (Active vs. 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. Do you have a ticket number I can refer to for a support case? happy to be your main POC here instead of going back to Support, but just want you to be aware of our public agreement on time to response and expectations of what we normally handle. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. So if you have create a contact-based workflow, you cannot. 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. We use cookies to make HubSpot's community a better place. These workflow enrollment (and, more importantly, RE-ENROLLMENT) triggers will fire for a given contact once daily. 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 enrollment part works perfectly, but re-enrollment seems to lack - based on the same property. Hi Re-enrollment triggers cannot be refined by date or number. 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. . Click the Settings and notifications tab. Humans of HubSpot Recorded Events INBOUND Groups. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs. Please note: deals can't re-enroll based on line items. If you want to bypass this, you would have to create a list and use that list as a re-enrollment trigger. " Once this is saved and processed, the list should pull in the contacts that have been enrolled in your workflow but have not met the. I have a workflow to segment my audience in personas. To learn more, and. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. Next, create a workflow. Allow merged deal to enroll in the deal type workflow. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Based on the categorie of the form, do multiple stuff. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. Contacts can also be entered manually with a list. You will either see this in the history of workflow actions or on the contact record. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. Discussions. Set the enrollment trigger to ‘[Property Name] is known’ - this will enroll the record whenever this property value is updated. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. However, contacts. 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. 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 more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Best regardsIt was the case that a contact filled out a form with his primary mail address, however, he was not enrolled in the marketing workflow with his business address. Auto-suggest helps you quickly narrow down your search results by. Additionally. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. To learn more, and to see a full list of cookies we use,. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. It's sorted by most recent. 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". 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). Click the plus icon + to add an action to the workflow. Workflow 1 is correct. To learn more, and to see a full list of cookies we use, check out ourAdd a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. Next challenge is that I want to send an email when it's more than 30 days since the last login. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. In the right panel, navigate to the "Re-enrollment" tab. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. Not testing your workflow before turning it on. I recommend creating a separate workflow for each contact owner with a meeting link. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. You can use SureTriggers to automate repetitive operations,. 1. hubspot. Add an action to clear the custom date property that you’ve created. Then enroll contact into static list. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. 1. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Hope that helps. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. How to create a HubSpot workflow from scratch. You can set up a workflow manually as an alternative to having a re-enrollment trigger. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. In the workflow editor, click Set up triggers. Navigate to. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 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. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ) After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . developers. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. Solution: Workflow weekly to send reminders. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. As per this HubSpot Knowledge Base article, it's not possible to use Activities (including Tasks) as workflow re-enrollment triggers. . Defining the HubSpot Workflow. In the left panel, select the when an event occurs. If I correctly understood your question maybe you can use list memeberships. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Question 11. These adjustments help ensure your. In just one click, HubSpot's VoIP (Voice over IP) software connects you to. This currently works fine. 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. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. Until today, re-enrollment criteria only existed for contact-based workflows. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. Examine Your Data and Identify What You Should Clean Up. However, the trigger criteria is to submit a form and when testing it the workflow won't work. With Today’s date is unknown, new records would enroll into the workflow. (Vice versa from the perspective of the workflow for the remaining 4: the records. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. HubSpot won't check these criteria daily. Discussions. It seems that I am not enrolled even tho I meet the trigger. Hi , My apologies, I had missed the fact that this was a deal-based workflow. In the workflow editor, click the + plus icon to add an action. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. . If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Then it dawned me that I could use a Seventh Sense webhook to re-enroll a contact based on any criteria or property I desired. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. 1. I'm working on a workaround outside Hubspot with a schedule workflow. In the right panel, view the record's workflow history. All of your goals sound possible with workflows except maybe your second point, but it. We use cookies to make HubSpot's community a better place. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. Re-activate WF. Jul 27, 2022 12:54 PM - edited Jul 27, 2022 1:02 PM. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. We then combine this with 1 or 2 follow-up phone calls. Follow along and catch all of our HubSpot tips here. Once the actions are executed, they're executed. 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 upper right, click Enroll. Following the delay, Today’s date will be set to the date of step. HubSpot is trusted by over 184,000. You would al. Re-enrollment. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. In this case, if you're looking to enroll deal almost instantly when e. When I add an if / this branch, based on the categories, it works fine the first time. When I add an if / this branch, based on the categories, it works fine the first time. . . You may be aware of this already: Currently your workflow will only enroll a company if both. This is applicable when the object, workflow type and property type are the same. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. Portals with 50,000 or m. Manually enroll yourself. 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. 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. If you want the workflow to trigger whenever Last modified date changes, you should change the enrollment criterion to "Last modified date is known" and enable re-enrollment for it. (uber important) - see image excerpt . 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Hi @Louraine,. The workflow is activated and everything is tested. 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). Add the “Send Email” activity to the workflow. I see that a CTA could not be used for re-enrollment in a workflow. . " I have two enrollment triggers - 1. In company workflows, you'll now see an enrollment trigger category for List Membership. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Currently no company properties. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. Thanks, Nicu Excellent, thanks, Frank. Jun. I know that some propertie. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as explained in my earlier reply. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. 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. 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 don't want contacts. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. Best regardsHi @JRudowska,. HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. This trigger could be used for Re-enrollment . 4. This one is similar to the suppression list, except that goal lists serve a different purpose. (understatement) - see Add re-enrollment triggers to a workflow. To provide some more context, I was trying to have contacts re-enroll based on. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. Why is that? I am running a CES workflow and want to send the customer regularly a survey. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. Never came across such an issue. . 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. This is working for the majority of users, bar 1. 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. 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. Servers cost. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. I have two workflows utilized by a lead generation team that require re-enrollment but contacts are not currently re-enrolling since their activity-based triggers are not eligible conditions. We use cookies to make HubSpot's community a better place. 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'. Products: Marketing. Hi @MWilliams3, By default, a form submission will overwrite an existing value. In workflows, enroll up to 100K records per day per sandbox. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. . However, does this mean i still have to select re-enrollment option - "allow contacts who me. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. Contact Forms. @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. Even when I manually try to enroll my work contact, it will not work.