Choose the enrollment triggers best suited for your goal

Last updated: February 3, 2019

Applies to:

Marketing Hub Professional, Enterprise

Set enrollment triggers

Once you create your workflow, you are presented with the following options for enrollment triggers:

  • Manually: this option will allow you to set up your workflow to perform your desired actions and then manually enroll contacts into a workflow. Choosing this option will not enroll any contacts unless you decide to do so. 
  • Automatically: this option will dynamically enroll contacts as they meet the enrollment triggers you set within the workflow. You'll be prompted to decide what enrollment triggers you want your contacts to meet in order to join the workflow. You can select from the following options based on your subscription level:
    • Marketing Hub Professional or Enterprise: contact property, company property, deal property, list membership, form submission, email, page view, event, workflow status.
    • Sales Hub Professionalcontact property, company property, deal property, form submission, workflow status.

Contact property

You can build out your workflow around a specific contact property. In the example below, this workflow will automatically enroll any contact with a Lifecycle stage (which is a property that exists for all HubSpot contacts) of Lead or Subscriber.

Company property

You can build out your workflow around a specific company property. In the example below, this workflow will automatically enroll any contacts whose associated company property Number of locations is greater than 99.

Deal property

You can build out your workflow around a specific deal property. In the example below, this workflow will automatically enroll any contact whose associated deal has a Close date before July 15, 2017.

List membership

The List membership enrollment trigger enrolls contacts in a workflow when they join a particular smart list. Only smart lists will appear as options. Once a contact meets the smart list's criteria, they are added to the list and subsequently enrolled in the workflow.

Form submission

The Form submission enrollment trigger enrolls contacts in a workflow when they fill out a specified form. You can choose to enroll contacts when they submit a specific HubSpot form or book a meeting using one of your meetings links, no matter where they appear across your website (on any page), or you can only enroll contacts who fill out a specific form on a specific HubSpot page.

In the example below, you can see the workflow will automatically enroll any contact that has filled out the form entitled November Form specifically on the New Homepage page.

You can even narrow this down further by choosing Refine by. Within this section, you'll see options related to date/time. So the form submission enrollment trigger has now been refined to enroll any contacts who submitted the November Form on the New Homepage on or after October 1, 2017.

Email

You can build out your workflow around a specific email activity (Marketing Hub Professional and Enterprise accounts only). In the example below, this workflow will automatically enroll any contacts who clicked on www.abigaeljamie.info in the Deals email. 

Page view

You can build out your workflow around a specific page view, enrolling contacts who viewed a specific page URL. In the example below, this workflow will automatically enroll any contacts who visit biglytics.net/about.

Event (Marketing Hub Enterprise Only)

You can build out your workflow around a specific event. You can set your enrollment triggers to enroll contacts who completed or did not complete a custom event you have set up.

In the example below, this workflow will automatically enroll any contacts who completed the event called Clicked on Sign-up.

Workflow status

You can build out your workflow around a contact's workflow status. This enables you to enroll contacts who are active in your workflow, completed your workflow, met a workflow goal, and more. In the example below, this workflow will automatically enroll any contacts who met the goal of the Prospective student workflow.

Call-to-Action

Choose Call-to-Action to enroll a contact into your workflow if they have seen, not seen, clicked, or not clicked on a particular call-to-action of yours. In the example below, a contact will automatically be enrolled in the workflow is they click on the call-to-action entitled Get Started.

Enroll contacts who currently meet criteria

If you want to enroll contacts into this workflow that currently meet the enrollment triggers you've set, as opposed to only enrolling contacts who meet it going forward, check the box next to Enroll contacts who already meet these criteria. You can do this for any enrollment triggers listed above.

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