Workflows

Do multiple enrollment triggers for a workflow have an AND or OR relationship?

Last updated: November 27, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

It is possible to choose more than one enrollment trigger for your workflow. This functionality is useful if you have multiple types of contacts who you want to send through your workflow. So for example, if you want contacts who join your list and contacts who fill out a particular form to go through your workflow, you can use multiple enrollment triggers.

If you choose multiple enrollment triggers for your workflow, you have the option of choosing whether these triggers have an AND or OR relationship.

In this example, the workflow will enroll contacts who are in the selected city AND have filled out the Consultation form, OR contacts who are Customers.

Now, a contact who meets either set of enrollment triggers will join your workflow. By default, contacts will be enrolled the first time they meet one of the enrollment triggers specified.

Please note: depending on your product subscription, you may have different workflow actions to choose from. To learn more about workflow actions, check out this article

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