Workflows

Understand contact-based workflow types

Last updated: February 5, 2019

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions:

Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow type.

 

Start from scratch

In Start from scratch, or standard workflows, the first workflow action (or delay) is relative to the time contacts are enrolled in the workflow when they meet the enrollment triggers, or are manually enrolled into the workflow. Delays added anywhere else in the workflow are relative to the previous action, not to the time the contact was enrolled.

Some examples of Start from scratch workflows are:

  • Sending a follow-up email after contacts submit a form.
  • Assigning leads to your sales team when they are added to your contact database.
  • Automating a series of actions (e.g., creating tasks for the contact owner) after a contact's persona is determined.

Learn how to create Start from scratch contact-based workflows.

 

Center on a date

In Center on a date workflows, all workflow actions are centered on a fixed calendar date. Similar to Start from scratch workflow, contacts are enrolled in the workflow when they meet the enrollment triggers, or are manually enrolled into the workflowHowever, contacts will remain in the workflow until the first action is scheduled to execute, relative to the fixed calendar date. Delays added anywhere else in the workflow are relative to the fixed calendar date, not to the previous action.

Unlike Center on a date property workflows, all contacts in a Center on a date workflow will execute workflow actions at the same date and time. Some examples of Center on a date workflows are:

  • Sending holiday emails to your contacts.
  • Sending reminder emails to contacts who registered for an upcoming webinar.

Learn how to create Center on a date contact-based workflows.

 

Center on a date property

In Center on a date property workflows, all workflow actions are centered on a contact date property. Similar to Start from scratch workflow, contacts are enrolled in the workflow when they meet the enrollment triggers, or are manually enrolled into the workflowHowever, contacts will remain in the workflow until the first action is scheduled to execute, relative to their contact date property. Delays added anywhere else in the workflow are relative to the contact date property, not to the previous action.

Unlike Center on a date workflows, actions in a Center on a date property workflow will execute at different times for contacts, based on the date value in their contact date property. Some examples of Center on a date property workflows are:

  • Sending welcome emails based on a contact's account activation date.
  • Sending emails with coupons or personalized offers to contacts on their birthday.
  • Automating a series of actions (e.g., creating tasks for the contact owner) based on a contact's trial expiration date.

Learn how to create Center on a date property contact-based workflows.