Hubspot workflow re enrollment. We would like to do the following: 1. Hubspot workflow re enrollment

 
 We would like to do the following: 1Hubspot workflow re enrollment  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

Contact date property. 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. 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. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. Sometimes our properties clear out via the API sync and we need to re-enroll them back into the WF to update that property. However, the trigger criteria is to submit a form and when testing it the workflow won't work. Click the Workflows with errors tab. 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. This is how you could differentiate them in a workflow via Filter type > Activity properties. . Turn on suggestions. g. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. Set up the trigger, then click Apply filter. 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. Add the “Send Email” activity to the workflow. 3. Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. These adjustments help ensure your. 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. 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. . When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. Why is that? I am running a CES workflow and want to send the customer regularly a survey. If the step changes, the option to call it is still "NO" and the workflow ends. For example: If a re-enrollment trigger is based on list membership, a contact will re-. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. . The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. If this is something you need to do on a semi-periodic or ongoing basis, you can set up the HubSpot workflow to fire, based on specific data you import. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. This currently works fine. In the pop-up box, click Sequences. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. Why is this?Re-enrollment. 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". 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. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. ) Reply. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. The workflow is not turned on. If HubSpot allows users to trigger a workflow every time someone sends an. Workflow events will be listed in descending order, with the initial enrollment at the top. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). This is impossible to do without re-enrolement allowed on activities/engagement actions. My last resort i. . This triggers a workflow that then creates a new Deal for each selected option. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. Sorry about the confusion, as Frank explained it's a bit of both. CRM & Sales. English English Español Português Français Mistake #1: Incorrectly Using Goals. We use cookies to make HubSpot's community a better place. . 2) Delay until the event happens. 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. 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. Neglecting the user experience. User-Agent. Set event enrollment triggers. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In your HubSpot account, navigate to Automation > Workflows. Hi @Stanza,. Workflow Re-enrollment based on page visit. 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. The company workflow would already have done it's job. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. You can use SureTriggers to automate repetitive operations,. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then. 2. . In your HubSpot account, navigate to Automation > Workflows. CRM & Sales. (Yes, this could be. HubSpo. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. The property is updated from one value to another. In workflows, enroll up to 100K records per day per sandbox. Create a workflow to deliver the email. 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. We're uncovering those tools. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. If you want this workflow to trigger whenever a new contact is. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. 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). Hello, We have a workflow that we sometimes need to modify (eg: the values of the properties that will be set by this workflow will vary every 3 months). Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. Thanks for the tag @jennysowyrda!. Customer Health Score. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 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. hubspot. To learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Frank's correct that these kinds of enrollment evaluations are happening all the time. 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. I recently started a email nurturing campaign. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. 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. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Defining the HubSpot Workflow. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. Re-enrollment. For example, a contact's lifecycle stage changing from Lead to. To do: Use ”Is known" as an enrollment and re-enrollment criteria. You're sending an event from your custom app to HubSpot, which then fires an email. In company workflows, you'll now see an enrollment trigger category for List Membership. Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. 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. . 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. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. Humans of HubSpot Recorded Events INBOUND Groups. ” 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. 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. Hi , That's correct – activities can't be used for re-enrollment. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. 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. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Learn more about how refinement filters apply to re-enrollment. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. The second workflow would look like this. No: End. 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. check for a new contact NOT being created by a form. To do: Use ”Is known" as an enrollment and re. 4. 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". Create a workflow from scratch. 2. Click the name of your workflow. (uber important) - see image excerpt . HubSpot won't check these criteria daily. Before you start, you’ll want to check the overall condition of your data. Following the delay, Today’s date will be set to the date of step. Workflow A sends an email with a download link to contacts that submit a form. In which case, you can build a list of contacts who have completed specific workflows in the list builder. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. 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. Export Workflow History. 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. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. This data is updated in custom fields on the company, e. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". Hi @domcorriveau,. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. 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. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. 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. The workflow is activated and everything is tested. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Add a delay to the workflow. I will advise you to log out from the acc and log in again, try creating wf only after some time. To learn more, and to see a full list of cookies we use,. Jun. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's not working. 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. This is particularly useful for integrations that take contact data and display them in a different interface. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. The only information I get. 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. Currently no company properties. Below is a list of enrollment triggers. There are multiple types of workflows in HubSpot based on your end goals. 2. Set a delay for the number of days, weeks or months that you want to wait before the email in workflow B is sent. This won't work because Contact will need to be updated more than once. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. The disadvantage of working with re-enrollment only, is that the workflow will be triggered when the contact clicks the CTA also when it's not up to renewal yet. In just one click, HubSpot's VoIP (Voice over IP) software connects you to. To do: Use ”Is known" as an enrollment and re. To. 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. In. Any idea how this could be resolved. Question 58. " Click on that enrollment step, and for the re-enrollment trigger, click "Allow contacts who meet the trigger" to re-enroll, and check the "Create date is known" box. Hi @russellmasters,. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". status (Active vs. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Re-enrollment should be enabled for both. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. Grow Your Business. However, you. If the step changes, the option to call it is still "NO" and the workflow ends. One key example: We want to track the "Time of Last Call Connected". HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. Solution. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. English English Español Português FrançaisPart 2: Create Workflow . amount is changed, using the 'Amount is known' enrollment trigger would be a better. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Step 3. Get a demo to learn about our premium software, or get. If it's known, you would send the record down a path where. Hi , This is not a company-based workflow, not a contact-based workflow. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. To learn more, and. We use cookies to make HubSpot's community a better place. 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. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. workflow enrollment criteriaClick the name of the workflow. e. Until today, re-enrollment criteria only existed for contact-based workflows. Workflow enrollment details are not clear when the enrollment is coming from another workflow. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Records will then be enrolled in Today’s Date 2. Date of last meeting booked in meetings tool for example could be the recent conversion but could. And there is some timing thing with HubSpot that loops are not always "on time" so I can get the process to work for several iterations but if/when there is an intermittent delay then the contact doesn't re-enroll. 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. developers. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. While they're, broadly speaking, functionally the same, a list might take a moment to populate. 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. 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. In the left panel, select Contact-based and Next in the top right. 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. To further refine your trigger, click Add refinement. Hi , I test workflows on myself. 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. In the workflow editor, click Set enrollment triggers. Further up in the workflow, you could check (in an if/then branch) whether that date property is known or not. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll. The workflow history for the record will be. This won't work because Contact will need to be updated more than once. Typically, the causes of re-enrollment failure &/or excessive re-enrollment are tied to a violation of one or more rules laid out in that KB article. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. Required Parameters. See all features and limits. 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. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. 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. ) 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. To learn more, and to see a full list of cookies we use,. You can also use workflow actions from connected apps . How to use. Additionally. Especially crucial when you are working with sync errors and your view is only available from contacts tab and cannot be bulk enrolled into a static list to then bulk enroll in a workflow. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. 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. 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. The first and only action in this workflow would then be the "Set property value" action. This is applicable when the object, workflow type and property type are the same. Pretty sure the best way to do it is using 'is known' and having re-enrollment allowed for it. 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. I contacted HubSpot support and they said it was due to a backend limitation. In the right panel, view the record's workflow history. In your HubSpot account, navigate to Automation > Workflows. Click the name of a workflow. 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. Kindly, Pam. So in short, we'd like to unroll users after a while. It seems that I am not enrolled even tho I meet the trigger. Specific date. The issue we have is as. 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. Creating ads audiences with contact. This mostly relates to custom-coded workflows. 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. 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. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. All. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . This is working for the majority of users, bar 1. I'm working on a workaround outside Hubspot with a schedule workflow. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. In the dialog box, hover over the sequence and click Select . Then, select the "Create Record" action. In your HubSpot account, navigate to Automation > Workflows. Without this option turned on, the only contacts HubSpot will. You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. Pricing: Free; $19. Turns out that the "is known" filter option on properties will do this, i. The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. Manually enroll yourself. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Auto-suggest helps you quickly narrow down your search results by. Hi @aj. We use cookies to make HubSpot's community a better place. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. The sequence editor will open up and see a blank canvas. It then jumps from 0 to. You can also review the details of all your marketing emails in the Email Performance dashboard at the. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. Timely Follow Ups: Follow up with your leads in a timely manner to keep them engaged and interested as well as keep your brand top of mind. . 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. Something to keep in mind: The email. 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. You can also use your CRM to trigger email workflows, either based on user data or user actions. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi all, i've a question with workflow enrollement. For example, record 1 gets value 0. In the upper right, click Enroll. By default, records are only enrolled in workfl. Just click the orange button in the top right corner and you'll see the options. The sales rep would then manually enroll each eligible contact in the correct sequence. By default, your workflow will be set to not allow for re-enrollment, but there are some scenarios where re-enrollment might make sense. I have a schedule workflow which I enroll contacts only one time. You would have to find. The workflow is activated and everything is tested. HubSpot Partners solution:. Hi @johnhenry,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. And yes, a longer delay would also work. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. Hi @rpkumar,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. If you’re unsure why an object was suddenly. 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. The ads are exactly as you mentioned - see ad, click download, get PDF. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. If that's the case, you'd also enable re-enrollment as shown in my screenshot. 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:. Add a delay to the workflow that will send the email on the desired day and time. In the workflow editor, click Set up triggers. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. Not testing your workflow before turning it on. . This trigger could be used for Re-enrollment . To do: Use ”Is known" as an enrollment and re-enrollment criteria. @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. However, we WANT people to be able to re-enroll if. 4. At the beginning of your nurturing workflow, use the "Set property value" workflow action to set the property value to "Yes". You may be aware of this already: Currently your workflow will only enroll a company if both. Need help choosing a plan? +1 (857) 829-5060. (understatement) - see Add re-enrollment triggers to a workflow. We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Contacts already met the workflow goal. People don't seem to be triggering the. 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. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. I need to find a work around aside from manually enrolling contacts. This property could be called "Contact from company already being nurtured", a single-checkbox property. And these ads are from a year back, so they may not always be the first or last seen pages. 11 months after the enrollment, it'll check if the date is still 11 months old - as it can also be refreshed by other things like form submissions. 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. When switching on the workflow, don't enroll contacts who meet the criteria already. If I correctly understood your question maybe you can use list memeberships. Hi , I hope I'm understanding you correctly, thank you for the detailed post. Contact Forms. 2. It would also be possible using a webhook and serverless function. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. ) After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Select a contact to enroll. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. I know that some propertie. 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. Contacts already met the workflow goal. Got it @lasseschou, thanks for the clarification. Click the name of the workflow or create a new workflow. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. I don't want contacts. Contacts already met the workflow goal. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. Set event enrollment triggers. When you're satisfied with your Workflow, select "Activate" in the top right and test it out by submitting the form. currently, we are not able to use scoring properties for re-enrollment in workflows. It is possible to set up workflows based on meeting and call criteria. Best regardsHi @JRudowska,. Start from scratch; Center on a date; Center on a date property. Enrolling a list in a workflow. 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. Create a. Add an action to clear the custom date property that you’ve created. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set.