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Add re-enrollment triggers to a workflow

Last updated: February 19, 2024

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

How re-enrollment triggers work

When setting up your re-enrollment triggers, take note of the following:
  • When re-enrollment is enabled, records can re-enroll in workflows either by manual re-enrollment or by meeting at least one selected re-enrollment trigger.
    • Records that meet a re-enrollment trigger will only enroll if they also meet the workflow's initial enrollment triggers at the time of re-enrollment.
    • Records that are manually re-enrolled do not have to meet the initial enrollment triggers to enroll.
  • A record won't re-enroll in a workflow while it's already enrolled.
  • When using the property filter is known for re-enrollment, in addition to meeting the criteria listed above, records can re-enroll in two ways:
    • The property gains a value after not previously having one.
    • The property is updated from one value to another. For example, a contact's lifecycle stage changing from Lead to Subscriber would qualify for Lifecycle stage is known. Each time this contact's lifecycle stage is updated, they would re-enroll in the workflow, provided the contact also meets the workflow's initial enrollment triggers.
  • Records will re-enroll each time they are updated from not matching to matching a re-enrollment trigger. For example, if a re-enrollment trigger is based on list membership, a contact will re-enroll when they join the list. If the contact stays in the list, they will not re-enroll each time they finish the workflow. If the contact leaves the list, they will re-enroll in the workflow once they join that list again. 
  • When a record is re-enrolled in a workflow, they will complete all workflow actions again (e.g., receiving any automated emails).
  • While enrollment triggers can be refined by date or number, refinement won't apply to re-enrollment. For example:
    • Date: your workflow has the enrollment trigger Contact has filled out Any form submission on Homepage between 1/1/2019 and 2/1/2019. The date range will not be taken into account for re-enrollment. Instead, contacts will re-enroll any time they submit that form, even if it's outside the date range.
    • Number: your workflow has the enrollment trigger Contact has filled out any form on Any page at most 5 times. The number of times a contact has filled out your forms will not be taken into account for re-enrollment. Instead, contacts will re-enroll any time they submit that form.
  • Not all enrollment triggers can be used for re-enrollment. Learn more about the available re-enrollment triggers.
  • If a workflow contains an action of Enroll in another workflow, records will still re-enroll if they meet re-enrollment criteria.

Add re-enrollment triggers to contact-based workflows

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a contact-based workflow.
  • Click the Contact enrollment trigger box.

contact-reenrollment-trigger

  • In the left panel, click the Re-enrollment tab.
  • Click to toggle the Allow contacts who meet the trigger criteria to re-enroll switch on.
  • Under Re-enroll contacts if they meet the trigger criteria and any of the following occurs to, select the checkboxes next to the triggers you want to use for re-enrollment. Learn more about which triggers can be used for re-enrollment.
  • Click Done.
  • Click Save

Add re-enrollment triggers to company, deal, ticket, quote, or custom object-based workflows

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a company-based, deal-based, ticket-based, or quote-based workflow.
  • Click the [Objects] enrollment trigger box.
deal-enrollment-triggers
  • In the left panel, click the Re-enrollment tab.
  • Click to toggle the Re-enrollment switch on.
  • Select the triggers you want to use for re-enrollment. Learn more about which triggers you can use for re-enrollment
  • Click Save.

re-enrollment-triggers-deal

Available re-enrollment triggers

Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. Below is a list of enrollment triggers that can be used for re-enrollment.

This list may not be exhaustive. To check whether or not a current enrollment trigger can be used for re-enrollment:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • Click the Enrollment triggers box.
  • In the right panel, click the Re-enrollment tab.
  • Any enrollment conditions that can't be used for re-enrollment will be listed in the The following enrollment conditions can't be used for re-enrollment section.

Please note:

  • Properties can only be used for re-enrollment when they're the same type as the workflow. For example, in company-based workflows, you can only re-enroll using company properties.
  • Activities and activity properties cannot be used for re-enrollment in any type of workflow.
  • Re-enrollment based on Last modified date is known is not supported.

Contact-based workflows

Before setting up re-enrollment triggers in contact-based workflows, take note of the following exceptions:

  • Privacy consent events cannot be used for re-enrollment.
  • Calculation properties, including default calculated properties such as Recent Conversion and Number of unique forms submitted cannot be used for re-enrollment.
  • Re-enrollment triggers cannot be refined by date or number. Learn more about how refinement filters apply to re-enrollment.
  • The is any of, is equal to all of, and is equal to any of operators cannot be used for re-enrollment if they have multiple values. For example, a single trigger of Field of study is equal to any of Neurosurgery or Catsitting cannot be used for re-enrollment. Instead, you can split it into two triggers of Field of study is equal to any of Neurosurgery OR Field of study is equal to any of Catsitting.

In contact-based workflows, the following triggers can be used for re-enrollment:

  • Contact properties can be used for re-enrollment when paired with certain operators:
    • Any contact properties using is known.
    • Single-line text, multi-line text properties using is equal to any of
    • Text, number, and date properties using is equal to.
    • Single checkbox, dropdown select, and radio select properties using is any of.
    • Multiple checkbox properties using is equal to all of.
  • Contact is a member of list
  • Contact has filled out form
  • Contact has viewed as least one URL equal to
  • Contact has viewed at least one URL containing
  • Contact has completed event
  • Any integration triggers, including Mailchimp and Zoom

Company, deal, quote, ticket, and custom object-based workflows

In company, deal, quote, and ticket-based workflows, you can only trigger re-enrollment using properties specific to the workflow object. For example, in a company-based workflow, you can only re-enroll based on company properties. Activities cannot be used for re-enrollment. 

Only the following property operators can be used for re-enrollment:

  • is any of
  • is none of
  • is equal to
  • is not equal to
  • has ever contained exactly
  • is greater than
  • is greater than or equal to
  • is less than
  • Is less than x days ago
  • is less than x days from now
  • is more than x days ago
  • is more than x days from now
  • updated in the last x days
  • not updated in the last x days
  • is before date
  • is after date
  • is between
  • is not between
  • is known
  • is unknown
  • contains exactly
  • doesn’t contain exactly
  • starts with
  • ends with

When using any of the following filters for re-enrollment in company, deal, quote, and ticket-based workflows, special rules apply:

  • Is less than x days ago
  • is less than x days from now
  • is more than x days ago
  • is more than x days from now
  • updated in the last x days
  • not updated in the last x days

If a record is enrolled in a workflow within the specified timeframe, they will not re-enroll if they are updated again within the specified timeframe. Once the specified amount of time has passed after enrollment, the record is eligible for re-enrollment.

For example:

  • Your workflow is set to re-enroll companies when they meet the criteria Lifecycle stage has been updated in the last 5 days.
  • A company enrolls in the workflow after their lifecycle stage updates to Customer
  • Three days later, the company's lifecycle stage is updated again.
  • The company will not re-enroll in the workflow, because 3 days is still within the original 5-day window from when it enrolled.
  • A week later, the company's lifecycle stage is updated to Evangelist.
  • The company will then re-enroll in the workflow, because the original 5 days have passed since enrollment.
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