Workflows

Add re-enrollment triggers to a workflow

Last updated: December 20, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise

By default, objects are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Use re-enrollment triggers to allow objects to be re-enrolled in your workflows.

Contact-based workflow

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a contact-based workflow.
  • Click the Enrollment triggers box.
  • Under Re-enrollment, click Change re-enrollment options
  • Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox and select the criteria you want to use for re-enrollment in the workflow.
  • After making the necessary edits, click Done, then Save

 

Company-based, deal-based, quote-based, or ticket-based workflow

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a company-based, deal-based, quote-based, or ticket-based workflow.
  • Click the [Objects] enrollment trigger box.
  • In the right pane, click the Re-enrollment tab.
  • Click to toggle the Re-enrollment switch on and select the criteria you want to use for re-enrollment in the workflow.

  • Click Save.

How re-enrollments work

  • When an object that has already gone through the workflow meets the re-enrollment trigger(s), they also must meet the enrollment triggers in order for them to be re-enrolled in the workflow. If they meet the re-enrollment triggers but no longer meet the workflow starting conditions, the object will not be re-enrolled.
  • If you select more than one re-enrollment trigger, then each of those triggers can enroll objects independently; the object does not need to meet all of the re-enrollment triggers in order to be re-enrolled.
  • Once you've turned on re-enrollment, objects can be re-enrolled manually. Contacts who are manually enrolled in workflows do not have to meet the starting triggers to be enrolled.
  • Objects cannot be enrolled in a workflow more than once at a time, so if a contact is already active in a workflow when they meet the re-enrollment triggers, they will not be re-enrolled again.
  • Re-enrollment triggers need to occur again in order for re-enrollment to happen. For example, if a re-enrollment trigger is based on list membership, a contact that remains in the list will not be re-enrolled in the workflow in an infinite loop after they are enrolled the first time. Instead, they will only be re-enrolled when they leave the list, then join the list again (i.e., their list membership is triggered again).
  • Some triggers cannot be used for re-enrollment. For example, contacts cannot be re-enrolled based on company or deal property criteria.
  • When a contact is re-enrolled in a workflow, they will complete all workflow actions again, such as receiving any automated emails.
  • If you're using enrollment triggers that can be refined by date, like form submissions and page views, the date restrictions set in the enrollment triggers will be mirrored in the re-enrollment panel, but those restrictions will not actually be applied.
    • For example, if you have the enrollment trigger Contact has submitted any form between 1/1/2018 and 2/1/2018, you'll see that same trigger appear as an option in the re-enrollment settings. However, the re-enrollment trigger will be Contact has submitted any form -- it will not honor the date refinements.
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