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.