Workflows

Add re-enrollment triggers to a workflow to allow contacts to be enrolled multiple times

Last updated: July 31, 2018

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise

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

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a 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

There are a few things to note about how re-enrollment triggers work:

  • The contact must meet the enrollment triggers at the time they meet the re-enrollment trigger(s) 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 contact will not be re-enrolled.
  • If you select more than one re-enrollment trigger, then each of those triggers can enroll contacts independently; the contact does not need to meet all of the re-enrollment triggers in order to be re-enrolled.
  • By default, once you've chosen to allow contacts to be re-enrolled, contacts are automatically eligible to be re-enrolled manually. Contacts who are manually enrolled in workflows do not have to meet the starting triggers to be enrolled. This setting cannot be turned off.
  • Contacts 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 always enter the workflow from the beginning. This means that 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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