Add re-enrollment triggers to a workflow

By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Use re-enrollment triggers to 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 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 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.
• A record can be re-enrolled in a workflow even when the action Enroll in another workflow is selected.

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.

• 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, deal, ticket, quote, or custom object-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.

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.

Contact-based workflows

Before setting up re-enrollment triggers in contact-based workflows, do 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 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

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 have passed since enrollment.