Workflows

Unenroll contacts in contact-based workflows with goals

Last updated: December 13, 2018

Applies to:

Sales Hub
sales-pro-enterprise
Professional, Enterprise
Service Hub
service-pro-enterprise
Professional, Enterprise

For Sales Hub and Service Hub Professional and Enterprise users, workflow goals can be used to unenroll or exclude contacts in contact-based workflows.

Please note:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • In the upper left, click goal Set goal.
  • In the dialog box, set a criteria for the goal. For example, you can select Contact propertyLifecycle stageis any ofCustomer to unenroll or exclude contacts who have a lifecycle stage of Customer. Then, click Done.

  • To add multiple criteria to the goal, click AND or OR. Learn more about AND vs OR criteria.

  • After setting your goal list criteria, click Save.

Going forward, any contact that meets the goal criteria will not be enrolled in the workflow. Contacts who are currently active in the workflow and meet the goal criteria will be unenrolled from the workflow. You can view which active contacts were unenrolled from your workflow as a result of meeting the goal criteria in the workflow history.

Please note: goal list conversion metrics are used to measure engagement with specific marketing content and are only available in Marketing Hub Professional and Enterprise accounts.