Workflows

Why weren't the existing contacts in my active list enrolled in my workflow?

Last updated: May 21, 2018

Applies to:

Marketing Hub: Pro, Enterprise

By default, when you activate a workflow with a List Membership criterion, the existing contacts in the active list will not be enrolled in the workflow by default; only contacts added to the list going forward will be enrolled. However, while your workflow is inactive, you have the option to enroll contacts who already meet the starting criteria.

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.  
  • Toggle the Workflow is ON switch in the top right corner to OFF.
  • Click the enrollment criteria icon to make edits. 
  • Check the Enroll contacts who already meet these criteria box. 
  • Click Save.
User-added image
  • Click Review, then click Activate to reactivate the workflow.

review-worklfow-button

Please note: if contacts are active in your workflow when it is deactivated, they will continue to move through the scheduled actions and delays, but no actions will execute. You can instead create a list with criteria that matches that of the workflow and manually enroll the contacts in the list, rather than deactivating the workflow.  

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