To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. With each passing day, this percentage decreases, so I consider each and every product in the cart, no matter if him are an active customer o. To learn more, and to see a full list. I'll also be asking clarifying questions along the way. In the HubSpot email. One key example: We want to track the "Time of Last Call Connected". HubSpot Updates. We use cookies to make HubSpot's community a better place. 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 contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This is particularly useful for integrations that take contact data and display them in a different interface. We use cookies to make HubSpot's community a better place. Stay sharp. 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. SureTriggers: Best Workflow Automation Software for Productivity. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. No: End. If you can share screenshots of what. We use cookies to make HubSpot's community a better place. Hi @rpkumar,. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. Workflow A sends an email with a download link to contacts that submit a form. I recently started a email nurturing campaign. We use cookies to make HubSpot's community a better place. To further refine your trigger, click Add refinement. This allows you to take the appropriate actions to test out the different branches. It will be nice if we can have the setting to let the merged deal to re-enroll in the deal type workflow if it meets the (re)enrollment criteria. @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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . CPQ Software. Enroll to workflow via API. Hi , You can set this up using a company property. All of our major relationship data is stored on the company record, so not being able to update company record. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. Hey , thanks for reaching out! I noticed that in your first screenshot, the "unenrollment" workflows you have selected are: Enroll Contact Workflow Starter Enroll Contact Workflow Premium However, the workflow in your third screenshot is Enroll Contact Workflow Pro, not Premium. Just click the orange button in the top right corner and you'll see the options. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. Turn on suggestions. Enter your sequence’s name and click the “Create” button. " 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. By default, your workflow will be set to not allow for re-enrollment, but there are some scenarios where re-enrollment might make sense. If contacts were enrolled in the workflow but did not receive a specific email action in the flow, thus showing as having "completed the workflow," the best way for us. The workflow is activated and everything is tested. 1. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. When a value changes, the deal will reenroll in the workflow. Workflow events will be listed in descending order, with the initial enrollment at the top. Let's assume this is your subscription workflow. 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. I contacted HubSpot support and they said it was due to a backend limitation. Hi , This is how you can achieve that: Add an additional filter to your enrollment criteria, specifying that the Deal stage of the associated deal is none of [anything from invoice sent to fully enrolled]. However, the trigger criteria is to submit a form and when testing it the workflow won't work. 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. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. currently, we are not able to use scoring properties for re-enrollment in workflows. This is a limitation in HubSpot. Examine Your Data and Identify What You Should Clean Up. This data is updated in custom fields on the company, e. You can use "Number of associated deals is known" as a re-enrollment trigger. The ads are exactly as you mentioned - see ad, click download, get PDF. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. Hi , That's correct – activities can't be used for re-enrollment. I have a few important evergreen workflows that set attribution and assigns MQLs. Could you explain what you're trying to achieve. Add more Enrollment Triggers if needed. Below is a list of enrollment triggers. 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. 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. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. 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. Enrollment triggers: Let me know if. Next, create 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. Create a workflow to deliver the email. The company workflow would already have done it's job. Hope this helps. If you want this workflow to trigger whenever a new contact is. Additionally, you'd filter for the ticket to be associated with an activity of your specifications. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. It seems that I am not enrolled even tho I meet the trigger. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. We use cookies to make HubSpot's community a better place. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. To edit an existing workflow, hover over the workflow, then click Edit. . Hi , thanks for your reply. Unfortunately this only works once due to the fact that re-enrollment is not an option. 5% per transaction. My approach to a solution would be a main workflow and a second workflow which in. This is how you could differentiate them in a workflow via Filter type > Activity properties. you have to fetch them through the api and get the id from the response, the id in the url is actually a different identifier which is not the identifier that the api uses. 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. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Fantastic, thanks mate! I hadn't thought of a "fire off all the time" enrolment trigger. To edit an existing workflow, hover over the workflow, then click Edit. The workflow is activated and everything is tested. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. Inside my email to test the trigger and the email that is meant to be sent it does not work. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. Click the name of a workflow. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Even when I manually try to enroll my work contact, it will not work. Feel free to share a screenshot of the workflow for a final check. For example, when we set a deal property as an enrollment criteria in a workflow, it isn’t possible to use that same criterion for re-enrollment. In your HubSpot account, navigate to Automation > Workflows. 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. The second workflow would look like this. To search for a specific object, use the search bar and. 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. This is applicable when the object, workflow type and property type are the same. Hi , My apologies, I had missed the fact that this was a deal-based workflow. Any idea how this could be resolved. developers. 2) Delay until the event happens. ” When to Use Re-Enrollment Triggers. 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. Get workflows a contact is currently enrolled in. I believe this lived in the re-enrollment tab. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. 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. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. We're seeing issues when we bulk enroll contacts in a new workflow that has a custom-coded workflow action, that we can frequently get rate-limited or generate errors by hitting the system too aggressively. ). In your HubSpot account, navigate to Automation > Workflows. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. If you use enrollment criteria with more than one attribute (Not a "Customer" & Score = x, or Stage = Sub, MQL, Lead, SQL), the workflow setting for auto re-enrollment cannot be used, so the Contact can only pass through the workflow one time. It's sorted by most recent. Click on the “Add email” button to add an email to your sequence. To achieve this, in the enrollment triggers of a workflow, click Set up triggers > When filter criteria is met > Email subscriptions: You can then set up your criteria as follows, filtering. We use cookies to make HubSpot's community a better place. Get a demo to learn about our premium software, or get. This mostly relates to custom-coded workflows. Hi @AGardner,. If another company is added, it would enroll as a new company. You could enroll contacts in a workflow once when the number of sessions greater than 1 (re-enrollment disabled, as per your description), followed by an internal email. In the pop-up box, click Sequences. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. 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. 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. 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. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. It doesnt' show up on the. Now,. In your HubSpot account, navigate to Automation > Workflows. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. Using List membership filters in other lists and custom reports. You can also use workflow actions from connected apps . Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. 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 learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The first and only action in this workflow would then be the "Set property value" action. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . 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 ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. Add 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When I add an if / this branch, based on the categories, it works fine the first time. ). HubSpot won't check these criteria daily. I have a schedule workflow which I enroll contacts only one time. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". I have a branch in it which check if an action should be execute. If you want to bypass this, you would have to create a list and use that list as a re-enrollment trigger. They will remove the contact from the same workflow. Solution: Workflow weekly to send reminders. That's it. To learn more, and to see a full list of cookies we use,. 2. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Blogs Knowledge Base right Chat & Automation right Workflows right Workflows | Frequently Asked Questions Workflows | Frequently Asked Questions Last updated: June 8, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise By default, once you've chosen to allow contacts to be reenrolled, contacts are automatically eligible to be reenrolled manually. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. These workflow enrollment (and, more importantly, RE-ENROLLMENT) triggers will fire for a given contact once daily. 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. Navigate to. By default, records are only. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. _____ workflows will operate once a contact meets the enrollment triggers of that workflow. CRM & Sales. I know that some propertie. Got it @lasseschou, thanks for the clarification. 99/month (Starter); $49/month (Professional) 10. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. Only properties of the same object can be used in a workflow for re-enrollment, e. 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. As you said, what i expect to happen is, If there is a deal in the pipeline "MX Registro Plataforma", you don't want to create a new deal there. But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. For example, enrolling a contact into a contact workflow, every time a contact property value changes. The only information I get. 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. You can see this in the line "Ignored a request to enroll a record which is already enrolled". 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. . We use cookies to make HubSpot's community a better place. Click on the “Create Sequence” button. This is applicable when the object, workflow type and property type are the same. Add a “Set Contact Property Value” activity to. 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. We have a workflow in place for new contacts, which includes rotating the contact owner. We're uncovering those tools. In this case, if you're looking to enroll deal almost instantly when e. " I have two enrollment triggers - 1. Fourth, turned on my workflow and enroll all eligible contacts. 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". Generally, there are different properties you could use for this but **bleep** is in the detail. 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. How to create a HubSpot workflow from scratch. when i first turned this on, i put every day at 3 am. You can add up to 250 filters to a workflow's enrollment triggers. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. Hope. How the "Enrolling Existing Contacts" Option Works. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Click the name of a workflow. From the workflows tool, you can create a workflow from. 1. 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. Quick question about workflow completions. In your HubSpot account, navigate to Automation > Workflows. Add a delay to the workflow that will send the email on the desired day and time. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. 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. How to create a HubSpot workflow using a template. 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. If you use HubSpot payments, your fees will be 2. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Once the actions are executed, they're executed. 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. Hi , I hope I'm understanding you correctly, thank you for the detailed post. You would set this custom contact property to "yes" at the end of the contact-based workflow. 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. I know that HubSpot api calls will retry, but. However, you. The workflow is not turned on. Discussions. Hi There is no workflow enrolment limit - the main limits are either: the enrolment settings the re-enrolment settings the goal settings unenrol settings suppression list settings You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow wh. ” 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. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. Contacts cannot be enrolled in a workflow more than once at a time, so. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Products: Marketing. developers. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". 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. Re-activate WF. . Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. To learn more, and. It would be great if this can be made availableI recently started a email nurturing campaign. 4. To get started, navigate to the Workflow tool in HubSpot. However my contacts ar. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. People don't seem to be triggering the. 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. Best regardsHi @JRudowska,. 4. 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. We have created a workflow to create a ticket that is triggered off of the "call outcome" activity being "left voicemail". If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Is the solution to. 3) enroll in another workflow: waiting for event #2. We use cookies to make HubSpot's community a better place. I've talked with the support team and this was expected behaviour. We use cookies to make HubSpot's community a better place. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. @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. Allow merged deal to enroll in the deal type workflow. 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. Yes, re-creating it as a contact-based workflow is an option but means. Any deals with an associated product that's been discounted more than 10% could then enroll in the workflow. 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. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. With Today’s date is unknown, new records would enroll into the workflow. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. In the upper right, click Enroll. 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. It is possible to set up workflows based on meeting and call criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Until today, re-enrollment criteria only existed for contact-based workflows. CRM & Sales Marketing Service RevOps & Operations Commerce3. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. (understatement) - see Add re-enrollment triggers to a workflow. Set event enrollment triggers. Enrollment trigger: Contact is member of Webinar Registrants. 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 you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. (uber important) - see image excerpt . The company workflow would not have to re-enroll. Then enroll contact into static list. 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. You can set up a workflow manually as an alternative to having a re-enrollment trigger. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. OAuth Access Token. First, I created a static list in HubSpot that I used as the trigger for this zapier flow. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. In the Choose an action panel, select Set contact. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. User-Agent. Actions are functions that the workflow will execute for enrolled records. Be well,Hi @JRudowska,. 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. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. Set the criteria for the list, so that the contacts automatically gets added to the list and therby triggering the workflow. 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. I don't want contacts. Click the name of your workflow. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. In the actions panel, select Unenroll from sequence . 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. The property won't contain the selections from previous submissions anymore. This is impossible to do without re-enrolement allowed on activities/engagement actions. 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. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. Are you sending this email after y. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. Manually enroll yourself. Free Call Tracking Software. 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. I need to find a work around aside from manually enrolling contacts. for example. . How might I reflect this in HubSpot? Thanks!I want deals to re-enroll into a workflow but only go through We use cookies to make HubSpot's community a better place. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. (Yes, this could be. In workflows, enroll up to 100K records per day per sandbox. We would like to trigger a number of things based on the. 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. Discussions. This won't work because Contact will need to be updated more than once. Click Save. 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. So, when should you apply re-enrollment to a HubSpot workflow? Not every workflow should use re-enrollment. And these ads are from a year back, so they may not always be the first or last seen pages. We use cookies to make HubSpot's community a better place. Sorry about the confusion, as Frank explained it's a bit of both. And yes, a longer delay would also work. For example, enrolling a contact into a contact workflow, every time a contact property value changes. 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. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. I will advise you to log out from the acc and log in again, try creating wf only after some time. 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. Contact date property. By default, records are only enrolled in workfl. . Biggest HubSpot Workflow Mistakes. If all of the values. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. Reenrollment can be based on that.