How to manually enroll a list or contact into your workflow

Last updated: September 27, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

In general, it is best to set up your marketing automation and let it run; however, there are certainly some instances where you would want to manually trigger a workflow for certain a contact or list of HubSpot contacts.

You'll set up your workflow actions in the same way you would set up a lead nurturing or internal task workflow. Once your workflow is designed, your settings are applied, and the workflow is activated, you are ready to enroll your individual contact or list into your workflow. You can enroll contacts into a workflow in many different ways:

1. Enroll an individual contact or a contact list directly from your workflow

2. Enroll an individual contact from a contact record

3. Enroll a list of contacts from a list

How to enroll an individual contact or a contact list directly from your workflow

1. Navigate to Workflows

From your HubSpot Marketing Professional or Enterprise dashboard, navigate to Contacts > Workflows.

2. Go to your live workflow

Click on the name of your live (active) workflow.

3. Workflow enrollment

Once you've completed your workflow setup and turned it on so it's marked as active, a link at the top right-hand side will allow you to Enroll contacts into your workflow.

(Note: you won't see the enroll link if your workflow isn't activated.)

4. Enroll contacts or lists

From this window, you can decide whether or not you want to enroll from a list into your workflow or select contacts. Select whichever tab you choose for enrollment, then make the appropriate selections for enrollment.

If you choose the list option, select the list to enroll from within the dropdown menu, then click Enroll.

For individual contact enrollment, you can use the search bar to locate the contacts you want to enroll. When you locate each contact, check the box next to their name(s) to select them for enrollment, then click Enroll # contact(s).

How to enroll an individual contact from a contact record

1. Navigate to Contacts

Navigate in HubSpot Marketing to Contacts > Contacts.

2. Search contact to enroll in workflow

Search for your contact by first name, last name, or email address. Click on their name to go to their individual contact record.

3. Enroll in workflow

On the left-hand side menu, there's a Workflow memberships section. From within this section, you can click Manage workflow memberships to select your active workflow, then click Enroll

How to enroll a list of contacts from a list

1. Navigate to Lists

Navigate in HubSpot Marketing to Contacts > Lists.

2. Open a list that contains contacts you would like to enroll

Find the list you want to enroll contacts from. Click on the name of the list to open it.

3. Enroll contacts in your workflow

Check the box to Select all contacts in this list, or select individual contacts by checking the box next to the contact name.

Once you've selected the appropriate contacts, click the Enroll in workflow button that appears at the top of your list.

4. Select the workflow

Select the workflow from the dropdown menu in which you wish to enroll your contacts. Click the blue button to Enroll contacts.

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