Add re-enrollment triggers to a workflow

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

How re-enrollment triggers work

• When re-enrollment is enabled, records can re-enroll in workflows either by manual re-enrollment or by meeting at least one selected re-enrollment trigger.
  • Records that meet a re-enrollment trigger will only enroll if they also meet the workflow's initial enrollment triggers at the time of re-enrollment.
  • Records that are manually re-enrolled do not have to meet the initial enrollment triggers to enroll.
• A record won't re-enroll in a workflow while it's already enrolled.
• When using the property filter is known for re-enrollment, in addition to meeting the criteria listed above, records 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, provided the contact also meets the workflow's initial enrollment triggers.

• Records will re-enroll each time they are updated from not matching to matching 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 a record 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.
• If a workflow contains an action of Enroll in another workflow, records will still re-enroll if they meet re-enrollment criteria.

Add re-enrollment triggers to contact-based workflows

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of a contact-based workflow.
• Click the Contact enrollment trigger box.

• In the left panel, click the Re-enrollment tab.
• Click to toggle the Allow contacts who meet the trigger criteria to re-enroll switch on.
• Under Re-enroll contacts if they meet the trigger criteria and any of the following occurs to, select the checkboxes next to 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, deal, ticket, quote, or custom object-based workflows

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of a company-based, deal-based, ticket-based, or quote-based workflow.
• Click the [Objects] enrollment trigger box.

• In the left 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. The following rules apply to all workflow types:

• In general, 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.
• Activities and activity properties cannot be used for re-enrollment in any type of workflow.

Below are lists of enrollment triggers that can be used for re-enrollment. The lists 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 Automations > 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.
   

Contact-based workflows

Before setting up re-enrollment triggers in contact-based workflows, take note of the following exceptions:

• Privacy consent events cannot be used for re-enrollment.
• Calculation properties, including default calculated properties such as Recent Conversion and Number of unique forms submitted cannot be used for re-enrollment.
• Re-enrollment triggers cannot be refined by date or number. Learn more about how refinement filters apply to re-enrollment.
• The is any of, is equal to all of, and is equal to any 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 Neurosurgery or Catsitting cannot be used for re-enrollment. Instead, you can split it into two triggers of Field of study is equal to any of Neurosurgery OR Field of study is equal to any of Catsitting.

In contact-based workflows, the following triggers can be used for re-enrollment:

• Contact properties can be used for re-enrollment when paired with certain operators:
  • Any contact properties using is known.
  • Single-line text, multi-line text properties using is equal to any of. 
  • 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.

• Contact is a member of list
• Contact has filled out form

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

• Any integration triggers, including Mailchimp and Zoom

Company, deal, quote, ticket, and custom object-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.

Activities and lists cannot be used for re-enrollment. Only the following property operators can be used for re-enrollment:

• is any of
• is none of
• is equal to
• is not 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

If a record is enrolled in a workflow within the specified timeframe, they will not re-enroll if they are updated again within the specified timeframe. 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 have passed since enrollment.