Set event enrollment triggers

Set workflow enrollment triggers to automatically enroll records when an event is completed. Event triggers can be used if you want to trigger actions in a workflow only when an event occurs.

For example, you can use this to send an email when a form has been filled out or when a CTA has been clicked. Learn more about the differences between event triggers and filter-based criteria. 

• Event triggers: trigger when an occurrence happens. For example, when a contact’s city changes to Dublin, do [X] action.
• Filter triggers: trigger when a criteria is met. For example, contact’s whose city is equal to Dublin, do [X] action.

Before you get started

• You cannot test record enrollment using event enrollment triggers. When testing enrollment, only filters in the AND only enroll contacts that also meet these filters used section will be taken into account. 
• For an event enrollment to trigger, the record must be created before the event occurs. For example, a website visitor completes a custom event that has been set as an event enrollment trigger, but only becomes a HubSpot contact a minute later. In this instance, as the contact was created after the custom event occurred, they will not be enrolled. 
• You cannot use scheduled triggers with event enrollment triggers.
• Call event triggers can only be used with calls initiated from HubSpot.
• When using marketing emails to set your event enrollment triggers:
  • Only A/B marketing and automated marketing emails can be used for event enrollment.
  • If a specific marketing email is not defined, actions taken on all marketing emails, including batch marketing emails, can cause a record to meet the event enrollment trigger. 

Set event enrollment triggers

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of the workflow or create a new workflow.
• In the workflow editor, click Set up triggers.
• In the left panel, select the When an event occurs.
• In the Add Trigger panel, select an event trigger.
• Within the same trigger group, click + Add trigger to further define your trigger. For example, you can further specify Ad interaction event triggers by Ad Network or Interaction Type. 
• To add another trigger group, click + Add trigger group and continue setting up your trigger group.
• After setting up your event triggers, click Done. 
   

• To further refine the records enrolled in the workflow based on additional filters, in the AND only enroll contacts that also meet these filters section, click + Add filter.
  
  • You can select additional properties to refine the records that you would like to enroll in the workflow. 
  • Your event triggers must be saved before you can add additional refinement filters. 

• • When using refining filter criteria, the record must also meet these filters when the event from the main trigger occurs. 

• By default, records will only enroll in a workflow the first time they meet the enrollment triggers. To turn on re-enrollment, under the Should [object] be re-enrolled in this workflow? section, select Yes, re-enroll every time the trigger occurs. 

• When you're done, click Save.
   

Change your workflow enrollment trigger type 

If you've previously created a workflow using When a filter criteria is met or Based on a schedule triggers, you can update the workflow to use When an event occurs triggers. To change your workflow trigger type 

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of the workflow or create a new workflow.
• In the workflow editor, click the [Object] enrollment trigger
• In the left panel, click Change trigger type.
• In the dialog box, click Confirm. 
• Continue setting up your event enrollment trigger. 

Event enrollment triggers

It is not possible to enroll records that did not complete an event. For example, you cannot enroll contacts who did not submit a form. However, you can use if/then branches in the workflow to determine if an event has occurred or not. Learn more about event workflow enrollment triggers in the table below:

Differences between event triggers and filter-based criteria 

Review the differences between filter-based triggers and event-based triggers in the table below: