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Workflows

Set event enrollment triggers (BETA)

Last updated: November 10, 2022

In Beta

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise

Trigger a workflow enrollment when an event occurs on a record. For example, when a link is clicked in an email or when a page is visited. 

Please note: during the beta:
  • You cannot opt-in workflows created before you entered the beta. You need to opt-out of the beta if you want to revert to the previous triggers functionality.
  • Some functionality available in the workflows tool will not be available on workflows that have been opted into this beta. This includes: enrollment testing functionality, and scheduled trigger functionality. These will continue to work in all workflows that are not opted into the beta. If you have a use case that requires these functions, please submit them in the feedback form.

Set enrollment triggers

  • In the workflow editor, click Set up triggers.
  • In the right panel, select the event that will trigger the workflow. Set up the trigger, then click Apply filter.
event-enrollment-triggers
  • To further refine your trigger, click Add filters. You can select additional properties to refine the objects that you would like to enroll in the workflow.
  • By default, records will only enroll in a workflow the first time they meet the enrollment triggers. To enable re-enrollment, under the Select the frequency for this workflow section, select Run workflow every time the trigger happens.
reenrollment-triggers
  • Add additional enrollment triggers as required. 

Please note: all event enrollment triggers will be separated using the OR operator. This means that only one of the event enrollment triggers must occur for the record to enroll in the workflow.


  • When you're done, click Save.

 

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