Workflows

Add re-enrollment triggers to a workflow

Last updated: July 15, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional

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

How re-enrollment triggers work

When setting up your re-enrollment triggers, it's important to be aware of the following:
  • To re-enroll, objects must meet at least one of the selected re-enrollment triggers and at least one of the enrollment triggers.
  • With re-enrollment enabled, objects can be manually re-enrolled. Objects that are manually re-enrolled in workflows do not have to meet the starting triggers to enroll.
  • An object won't re-enroll in a workflow while it's already enrolled.
  • When using the property filter is known for re-enrollment, objects 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.
  • Objects will re-enroll each time they are updated to match 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 an object 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.

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-enrollment-trigger-box-select

  • In the right panel, click the Re-enrollment tab.
  • Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox.
  • Select 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-based, deal-based, ticket-based, or quote-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.
  • In the right 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.


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.

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. 

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: activities and activity properties cannot be used for re-enrollment in any type of workflow.

Contact-based workflows

In contact-based workflows, the triggers below can be used for re-enrollment.

Please note: calculation properties cannot be used for re-enrollment in contact-based workflows. This includes default calculated properties such as Recent Conversion and Number of unique forms submitted.

  • Contact properties can be used for re-enrollment when paired with certain operators:
    • Any contact properties using is known.
    • 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.
Please note: the is any of and is equal to all 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 Bionics or Catsitting cannot be used for re-enrollment. Instead, you'll have to split it into two triggers of Field of study is equal to any of Bionics OR Field of study is equal to any of Catsitting.
  • Contact is a member of list
  • Contact has filled out form

Please note: re-enrollment triggers cannot be refined by date or number. Learn more about how refinement filters apply to re-enrollment.

  • Contact has viewed as least one URL equal to
  • Contact has viewed at least one URL containing
  • Contact has completed event

Please note: privacy consent events cannot be used for re-enrollment.

  • Any integration triggers, including Mailchimp and Zoom.

Company, deal, quote, and ticket-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. Because an activity is not a property, it can't  be used for re-enrollment.

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

  • is any of
  • has ever been any of
  • is none of
  • is equal to
  • is not equal to
  • has ever been 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

Records will not re-enroll if they're updated within the specified time frame used in the filter after they've already been enrolled. 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 has passed since enrollment.
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