Workflows

Add re-enrollment triggers to a workflow

Last updated: April 7, 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

Please note: in company, deal, quote, and ticket-based workflows, you can only trigger re-enrollment using a property specific to the workflow object. For example, in company-based workflows, you can only re-enroll using company properties. Learn more about available re-enrollment triggers.

  • 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.

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 before date
  • is after date
  • is between
  • is not between
  • is known
  • is unknown
  • contains exactly
  • doesn’t contain exactly
  • starts with
  • ends with
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