Question 11. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. 4. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. . Hi , thanks for your reply. Grow Your Business. 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. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. In your HubSpot account, navigate to Automation > Workflows. 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. 4. Just click the orange button in the top right corner and you'll see the options. Re-enrollment. It doesnt' show up on the. Hi , This is not a company-based workflow, not a contact-based workflow. Feel free to share a screenshot of the workflow for a final check. Then enroll contact into static list. Very limited data relating to Tasks is stored on an associated record of another object-type (e. Examine Your Data and Identify What You Should Clean Up. . 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. And yes, a longer delay would also work. Even when I manually try to enroll my work contact, it will not work. When you enabled the workflow, did you choose to enroll contacts who met the criteria already? Can you please share a screenshot of your workflow? When you're in the workflow editor, please click Details in the top left corner, can you share a screenshot here as well? We're also using the CallRail integration since inbound calling seems to be a bit of an afterthought with Hubspot. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. non-contact properties cannot be used for re-enrollment in a contact-based. Records will then be enrolled in Today’s Date 2. Select workflow object and type. If you select one property for re-enrollment, an. You will also pay the processing fee you have agreed to with Stripe. 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. The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. Explore The HubSpot Workflow Butterfly Effect and some of the many other reasons delays are not really an optional 'option'. At that point, using a list is a way of making a template of workflow enrollment criteria and keep their criteria up to date across multiple workflows. 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. I'm not aware of a way to achieve this, unfortunately. Solution. 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. >>"How often does a perpetually running workflow check contacts fo re-enrollment?" In near real-time. 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. Specific date. At the top of the Select sequence dialog box, click the Start at dropdown menu and select the step where the contact should start the sequence. . Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. In the workflow editor, click the + plus icon to add an action. 5. If you want to bypass this, you would have to create a list and use that list as a re-enrollment trigger. In just one click, HubSpot's VoIP (Voice over IP) software connects you to. . 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. . Enrollment trigger: Contact is member of Webinar Registrants. The workflow is activated and everything is tested. Set up the trigger, then click Apply filter. However, the trigger criteria is to submit a form and when testing it the workflow won't work. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I've got this working checking both "Create Date is known" and "Quote Approval Status is known" (both can be used for re-enrolment) and it picks up creations and recall+edit actions, with some additional logi. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. When you re-enroll a contact in a worklow, and this re-enrollment fails because the contact is already in the workflow. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. In your HubSpot account, navigate to Automation > Workflows. In the right sidebar, click the Re-enrollment tab. Here's how: Click Automation and select Workflows; In the workflow that you want to trigger a sequence, click the + iconHi , If you choose the "is known" filter and enable reenrollment for it, it'll behave like "has changed". . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Re enrollment based on Property update. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ) Reply. We would like to do the following: 1. Just click the orange button in the top right corner and you'll see the options. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. Products: Marketing. To learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. . Hi , That's correct – activities can't be used for re-enrollment. Workflows enrollment delayed. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Turns out that the "is known" filter option on properties will do this, i. Set your enrollment triggers, then click + to add an action. HubSpot interprets "is know" also as "has changed". 2. CPQ Software. Hi You can build your workflow using 'time of last visit - is known' as your renrollment trigger. The workflow is not turned on. And no, unfortunately there's no way to reverse workflow enrollment. 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). In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Why is this?Re-enrollment. . Workflow A sends an email with a download link to contacts that submit a form. . " 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi guys, i have a company enrollment trigger workflow. Hi @aj. However, does this mean i still have to select re-enrollment option - "allow contacts who me. A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. The Workflows API allows for full CRUD access to workflows in your portal. 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. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. 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. . Workflow & Deal Stage Trigger. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. You may be aware of this already: Currently your workflow will only enroll a company if both. . - see Add re-enrollment triggers to a workflow . Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Currently, if you have a workflow. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. if job title is know then i have branches for each of the personas: if title is x, persona property is y. Hope this helps. . Hi From Add re-enrollment triggers to a workflow : " When using the property filter is known for re-enrollment, objects can re-enroll in two We use cookies to make HubSpot's community a better place. 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. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. . It would be great if this can be made available Be sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example: Create Zap with "Schedule by Zapier" as Trigger, set desired frequency; Set Action Step - HubSpot - Find Contact/Company You can use lists or properties to search for records In company workflows, you'll now see an enrollment trigger category for List Membership. When using the property filter is known for re-enrollment, objects can re-enroll. 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. How to create a HubSpot workflow using a template. Hi @johnhenry,. for example. We use cookies to make HubSpot's community a better place. 4. The other two options would work as well, virtually the same thing in this scenario. . There is no way to turn this off. In company workflows, you'll now see an enrollment trigger category for List Membership. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. when i first turned this on, i put every day at 3 am. In the left panel, click Delay. 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. " 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. Add a “Set Contact Property Value” activity to. _____ workflows will operate once a contact meets the enrollment triggers of that workflow. Are you sending this email after y. 1. . This is applicable when the object, workflow type and property type are the same. 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. (uber important) - see image excerpt . HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. “Yes, re-enroll every time the trigger occurs. In the left panel, select the when an event occurs. In the top left of the workflow editor, click Details. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. If I do, then yes, this is expected behavior. 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. We use cookies to make HubSpot's community a better place. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. The way to work around this is by either creating a workflow of the other object (in this case a company. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Best regards! 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 purchase. CRM & Sales. 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. To learn more, and to see a full list. Add the “Send Email” activity to the workflow. While they're, broadly speaking, functionally the same, a list might take a moment to populate. developers. 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. 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)". This is applicable when the object, workflow type and property type are the same. CPQ—configure, price, quote—makes tracking deals, attaching line items, and building quotes one streamlined selling process. 3. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. HubSpot Updates. In your HubSpot account, navigate to Automation > Workflows. Below is a list of enrollment triggers. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. Build your business strategy on the inbound methodology to generate more leads, close more deals, and delight your customers. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 3) enroll in another workflow: waiting for event #2. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. Contacts can also be entered manually with a list. Inside my email to test the trigger and the email that is meant to be sent it does not work. Custom url is known. If we manage to get a contact on the phone to discuss their proposal then we need to unenroll them from the sales sequence that they're currently enrolled in. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Create a workflow to deliver the email. com Current enrollment | Workflows APIIf you want the workflow to run whenver the email or mobile phone number change, simply set the enrollment criteria to "Email is known OR Mobile phone number is known", enable re-enrollment. For example, enrolling a contact into a contact workflow, every time a contact property value changes. User-Agent. @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. Once I've added this additional enrollment criteria I get prompted by HubSpot if I'd like to. To learn more, and. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. Question 58. 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. Hi , You can set this up using a company property. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. WF: waiting for event #1. 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. Ok, but that sounds like the solution then. Allowing Workflow Re-Enrollment for Company Properties Allow company property changes to re-enroll contacts into workflows. Delays and actions are based on the action before it, not the lead's enrollment date. This data is updated in custom fields on the company, e. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. Now,. Allow company property changes to re-enroll contacts into workflows. WF2 could essentially check if the value has updated, and re-enroll the deal in WF1. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to. 5% (capped at $10) of ACH payments. So the workflow should re-trigger each time the Company's Type changes. In which case, you can build a list of contacts who have completed specific workflows in the list builder. 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. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. Get a demo to learn about our premium software, or get. 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. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. The only information I get. Click Set enrollment triggers. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. Problem. You then check what the status is, i. That's it. We use cookies to make HubSpot's community a better place. This property could be called "Contact from company already being nurtured", a single-checkbox property. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Yes, re-creating it as a contact-based workflow is an option but means. This won't work because Contact will need to be updated more than once. We would like to do the following: 1. This one is similar to the suppression list, except that goal lists serve a different purpose. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). Unfortunately this only works once due to the fact that re-enrollment is not an option. To search for a specific object, use the search bar and. Create and manage workflows. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. Click the name of a workflow. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Set the criteria for the list, so that the contacts automatically gets added to the list and therby triggering the workflow. Before you start, you’ll want to check the overall condition of your data. If the step changes, the option to call it is still "NO" and the workflow ends. Select a contact to enroll. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". 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. In the right panel, navigate to the "Re-enrollment" tab. Enroll to workflow via API. I am told. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Clone your workflow. . Click the name of the workflow or create a new workflow. . Servers cost. Add a delay to the workflow. Thanks. We use cookies to make HubSpot's community a better place. In the dialog box, hover over the sequence and click Select . If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. Thanks for the tag @jennysowyrda!. 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. The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Yes, When a record meets the list's criteria, it will become a member of the list and enroll in the workflow. " I have two enrollment triggers - 1. Kindly, Pam. Or, learn how to create a new workflow. What I'm chasing is sycing Contact Type, when Company's Type changes. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Workflow Re-Enrollment based on new Form Submissions. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Something to keep in mind: The email. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. ). The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Click the plus icon + to add an action to the workflow. Learn more about how refinement filters apply to re-enrollment. Visual Editing. CRM & Sales. Enrol in Workflow B, the no further action; or Is the user enrolled in. Creating ads audiences with contact. The sales rep would then manually enroll each eligible contact in the correct sequence. If you're reading this article, chances are you know how. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". ) 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. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. Turn On the Re-enrollment switch. To learn more, and to see a full list of cookies we use,. If you’re unsure why an object was suddenly. 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. 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. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. 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. To further refine your trigger, click Add refinement. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. In your HubSpot account, navigate to Automation > Workflows. Once we worked with over 700+ lists in workflows didn't face any such thing. 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. If you're not working with integral numbers, then you'd have to work with an additional workflow which stamps the previous amount into an additional property. Source. Enrollment Triggers. CRM & Sales Marketing Service RevOps & Operations CommercePart 2: Create Corresponding Workflow . With Today’s date is unknown, new records would enroll into the workflow. You're sending an event from your custom app to HubSpot, which then fires an email. So Whenever a quote is "published", we expect our sales team to attach Purchase or. ” When to Use Re-Enrollment Triggers. if you would like a workflow to be triggered when a property is updated, select the property 'is known' option and then select this under re-enrollement - every time the property is updated, the record will be re. Click the Settings and notifications tab. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. The contact enrollment criteria changes when I add new enrollment criteria (mostly this is adding a new form fill action). The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . . There's the set up for Contact workflow (sceenshot), but there's no this option in the deal type workflow, which will be very useful if we can. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. Save your changes. HubSpot Re-Enrollment can be very complex. You can set up a workflow manually as an alternative to having a re-enrollment trigger. I contacted HubSpot support and they said it was due to a backend limitation. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". 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. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. 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. 2. Create a contact-based workflow with the enrollment triggers - ‘Form Submission > [Name of Form] > has filled out form on Any page’ AND ‘Contact Properties > [Name of Property] is Known’ This will ensure that the property has been populated before the contact enrolls. And yes, I made sure the re-enrollment settings were set. 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. Action 3: Send sales team member an in-app notification of. Until today, re-enrollment criteria only existed for contact-based workflows. If all of the values. When switching on the workflow, don't enroll contacts who meet the criteria already. " Click "and" one more time to select "has completed workflow. Further up in the workflow, you could check (in an if/then branch) whether that date property is known or not. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. However my contacts ar. 4. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. (This is preset based on the date you chose on the previous screen, but can be edited. Since we use this to offer specification sheets, re-enrollment is enabled. (understatement) - see Add re-enrollment triggers to a workflow. 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. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. Discussions. You can then use this property for reporting or list building. Hi , I test workflows on myself. The workflow is not turned on. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. 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. Humans of HubSpot Recorded Events INBOUND Groups. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as explained in my earlier reply. . I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. Hi @rpkumar,. It would be great if this can be made availableI recently started a email nurturing campaign. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. 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. The workflow is activated and everything is tested. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. While webhooks are great for sending notifications when an event occurs, as mentioned. . We use cookies to make HubSpot's community a better place. Currently no company properties. Hi What kind of property are you trying to use in your workflow enrollment criteria? Is it a HubSpot standard one, or a custom one? And what type? Thanks, Phil. Q : Is there a way to work around this and either consolidate. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. 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. 1. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us.