How to enroll an individual contact or a contact list directly from your workflow
1. Navigate to Workflows
From your HubSpot Marketing 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. Choose 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 All Contacts
Navigate in HubSpot Marketing to Contacts > All 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 drop-down menu in which you wish to enroll your contacts. Click the blue button to Enroll contacts.