Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. Activity properties cannot be used for re-enrollment. In which case, you can build a list of contacts who have completed specific workflows in the list builder. At the top of the Select sequence dialog box, click the Start at dropdown menu and select the step where the contact should start the sequence. That's why re-enrollment criteria exist: you can decide when and how a record should be added to the workflow a second (or third) time. 1) Enrollment trigger: Manual, enable re-enrollment. Not setting a workflow goal. . We use cookies to make HubSpot's community a better place. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Hi , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earliest A contact can't reenroll while still being in a workflow. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. Hi @Louraine,. In this case, what's going to happen is that everytime first name is updated, it will be known, thus triggering re-enrollment in the workflow. Not monitoring key metrics. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. I know that HubSpot api calls will retry, but. Select the triggers that will be used for re-enrollment. Next challenge is that I want to send an email when it's more than 30 days since the last login. Jun. Hi guys, i have a company enrollment trigger workflow. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Hi , Thanks for confirming! Re-enrollment alone will not do that, re-enrollment would make sure that you get notifications repeatedly, not just once, for a contact. HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. There is no way to turn this off. HubSpot Ideas. This can be done by adding an additional enrollment criterion "Email is any of [my email address]". While they're, broadly speaking, functionally the same, a list might take a moment to populate. We would like to do the following: 1. Hi @johnhenry,. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. 1. In the workflow editor, click Set up triggers. However, contacts. If HubSpot is logging emails from your ERP system, you could leverage the "Contact Property" of "Last Email Subject" or "Recent Sales Email Subject" or another relevant email logging property to trigger the workflow. One key example: We want to track the "Time of Last Call Connected". This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then contacts will not enroll into your workflow. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. Action 3: Send sales team member an in-app notification of. 5% (capped at $10) of ACH payments. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. English English Español Português FrançaisPart 2: Create Workflow . ) Reply. To learn more, and to see a full list of cookies we use, check out ourAdd a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. Hi There is no workflow enrolment limit - the main limits are either: the enrolment settings the re-enrolment settings the goal settings unenrol settings suppression list settings You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow wh. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then. Enter a name for the workflow, then click Create workflow. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Currently, if you have a workflow. We use cookies to make HubSpot's community a better place. You could enroll contacts in a workflow once when the number of sessions greater than 1 (re-enrollment disabled, as per your description), followed by an internal email. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then contacts will not enroll into your workflow. There are multiple types of workflows in HubSpot based on your end goals. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. This can be achieved with a deal-based workflow instead of a contact-based workflow. Something to keep in mind: The email. Click the name of your workflow. Reenrollment can be based on that. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. I'd recommend the nested if/then branches from 's response. We added two screenshot below to show you the company properties (condition for unknown) are getting listed for re-enrollment but this is not occurring for Contact Properties. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. In the upper right, click Enroll. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. CRM & Sales Marketing Service RevOps & Operations Commerce3. Best regards! Karsten Köhler HubSpot Freelancer | RevOps & CRM. What I'm chasing is sycing Contact Type, when Company's Type changes. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. . Click on the “Create Sequence” button. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". Hi , This behavior can be achieved with an additional custom property and an assisting workflow. Unfortunately this only works once due to the fact that re-enrollment is not an option. If you can share screenshots of what. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. I will advise you to log out from the acc and log in again, try creating wf only after some time. 4. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Export Workflow History. Neglecting the user experience. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. The trigger can enroll each deal only once. 4. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". 1. Got it @lasseschou, thanks for the clarification. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. Grow Your Business. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. Follow along and catch all of our HubSpot tips here. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. As such, it's best practice to ALWAYS include delay actions in workflows (especially if re-enrollment is a factor). This is applicable when the object, workflow type and property type are the same. We use cookies to make HubSpot's community a better place. In the right sidebar, click the Re-enrollment tab. If you include "[custom property] is known" in your workflow enrollment triggers and set re-enrollment to use this trigger, HubSpot would (re-)enroll contacts when there is a change in the value of this property. However, the trigger criteria is to submit a form and when testing it the workflow won't work. The Workflows API allows for full CRUD access to workflows in your portal. Stay sharp. Add a “Set Contact Property Value” activity to. To further refine your trigger, click Add refinement. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hmm, that's not what we should be doing @lasseschou . However, the trigger criteria is to submit a form and when testing it the workflow won't work. hubspot. The "login" is an event we push in via the Timeline API, and when tha. Click the Workflows with errors tab. For example: If a re-enrollment trigger is based on list membership, a contact will re-. If we manage to get a contact on the phone to discuss their proposal then we need to unenroll them from the sales sequence that they're currently enrolled in. We use cookies to make HubSpot's community a better place. Best regards! Hi In my opinion must be re-enrolled yes, because I understand that if the customer accessed and put in the cart, he has a% chance of return and purchase. We use cookies to make HubSpot's community a better place. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. Next, create a workflow. So if you have create a contact-based workflow, you cannot. From this workflow, we. (The exact list criteria depend on your workflow actions. The workflow is not turned on. " Choose the specific triggers you want to utilize for re-enrollment. Re-activate WF. We use cookies to make HubSpot's community a better place. First, if not already, rotate to team member. . How Trigger or Enroll in Workflow with Form on External Site SOLVE Hmm, perhaps. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , This is how you can achieve that: Add an additional filter to your enrollment criteria, specifying that the Deal stage of the associated deal is none of [anything from invoice sent to fully enrolled]. . To get started, navigate to the Workflow tool in HubSpot. I see that a CTA could not be used for re-enrollment in a workflow. To search for a specific object, use the search bar and enter the name of the object you're searching for. . (Yes, this could be. Discussions. CPQ Software. HubSpot Updates. 99/month (Starter); $49/month (Professional) 10. Are you sure that. This is applicable when the object, workflow type and property type are the same. It's sorted by most recent. However, if a user selects an option after the workflow trigger happened, the workflow is not triggered again and there's no new deal being created for the new added option. As you said, what i expect to happen is, If there is a deal in the pipeline "MX Registro Plataforma", you don't want to create a new deal there. When I add an if / this branch, based on the categories, it works fine the first time. Out of the box, without custom development, workflows do not have any cap / throttling features. When you enabled the workflow, did you choose to enroll contacts who met the criteria already? Can you please share a screenshot of your workflow? When you're in the workflow editor, please click Details in the top left corner, can you share a screenshot here as well? We're also using the CallRail integration since inbound calling seems to be a bit of an afterthought with Hubspot. To view additional details, hover over the name of the object and click Enrollment details. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. With Today’s date is unknown, new records would enroll into the workflow. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Hi , My apologies, I had missed the fact that this was a deal-based workflow. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. CRM & Sales. I don't want contacts. The property won't contain the selections from previous submissions anymore. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. From the workflow editor, you can check which actions require changes or have encountered errors. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. Navigate to. Enter your sequence’s name and click the “Create” button. We have ~200 webinars a year and want to save specific information after a contact has registered and do a follow up after the webinar for attendees and non-attendees. A customer health score is the best metric to help you determine whether a customer is planning to stay with your brand or leave your brand. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. I know that some propertie. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Especially crucial when you are working with sync errors and your view is only available from contacts tab and cannot be bulk enrolled into a static list to then bulk enroll in a workflow. expired. 1. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's not working. All. The disadvantage of working with re-enrollment only, is that the workflow will be triggered when the contact clicks the CTA also when it's not up to renewal yet. Date of last meeting booked in meetings tool for example could be the recent conversion but could. 2. Hey @lasseschou , is the property you're looking at called login property from your app? If so, it seems like when I use this one as as an enrollment. Workflow enrollment details are not clear when the enrollment is coming from another workflow. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Hi @MorganW,. Enroll to workflow via API. This is what they suggested: 1. In your HubSpot account, navigate to Automation > Workflows. How to create a HubSpot workflow from scratch. We're using a workflow to remind our sales team to do certain follow-up tasks (log the outcome and meeting feedback) once a meeting ends. 1. . By default, your workflow will be set to not allow for re-enrollment, but there are some scenarios where re-enrollment might make sense. This is applicable when the object, workflow type and property type are the same. (This is the first selection HubSpot asks you to make when creating a new workflow. (uber important) - see image excerpt . I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. Hi all, Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow? If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. . Or, learn how to create a new workflow. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. 11 months after the enrollment, it'll check if the date is still 11 months old - as it can also be refreshed by other things like form submissions. 181 Upvotes. Inside my email to test the trigger and the email that is meant to be sent it does not work. The workflow is activated and everything is tested. I need to find a work around aside from manually enrolling contacts. Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. To learn more, and to see a full list of cookies we use, check out ourTo enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. (understatement) - see Add re-enrollment triggers to a workflow. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as expla. Thankfully, your CRM and marketing automation can go hand-in-hand. This is particularly useful for integrations that take contact data and display them in a different. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . Third, turned on my zap. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. That's why re-enrollment criteria exist: you can decide when and how a record should be added to the workflow a second (or third) time. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. " Click "and" to select the same workflow, then select "has not met the goal. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. trigger is " job title is known". HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. Hi , thanks for your reply. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . ('is known' is equivalent to 'has changed' in HubSpot workflows. . If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. Hope this helps. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . . Hi , If you link your current criterion with "AND Expected close date is known", you should be able to enable re-enrollment for We use cookies to make HubSpot's community a better place. To learn more, and to see a full list of cookies we use, check out ourTo trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". Will step 2 stop subsequent 5 min delay. 1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Get a demo to learn about our premium software, or get. I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. Hello team, We need to find a workflow that whenever there is a new update (internal or external) after leaving the ticket "on hold", "pending" or "closed", the ticket goes back to "open" status. Which I understand why that is the case. when i first turned this on, i put every day at 3 am. Workflow Re-enrollment. Humans of HubSpot Recorded Events INBOUND Groups. If all of the values. 2. To learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. Re-enrollment. , correct, with re-enrollment based on Last visited date is known I'd expect the workflow to (re-)enroll a record whenever there is a new value for Last visited date – but only if Consequtive 1:1 sessions is greater than 0. Inside my email to test the trigger and the email that is meant to be sent it does not work. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. Hi there, We are selling a service to which users can subscribe online: - for 1 month - for 3 months for 6 months The enrollment workflows for each are created and triggered based on a contact property set at selection of the subscription duration in a subscription form. Do you have to enroll the deal? Can you not run the workflow from quotes? If so, you can renroll on quote properties and you can still set deal properties from the workflow. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. In the right sidebar, click the Re-enrollment tab. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. Timely Follow Ups: Follow up with your leads in a timely manner to keep them engaged and interested as well as keep your brand top of mind. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the "Processed" or. We have it set up so a task goes to someone anytime the deal close date changed in the last 1 day. Re-enrollment triggers do not consider date or number refinements. And yes, I made sure the re-enrollment settings were set. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. g. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. How the "Enrolling Existing Contacts" Option Works. User-Agent. In the actions panel, select Unenroll from sequence . They'd enroll but nothing would happen. " 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. Any time a re-enrollment trigger condition is met, the record will re-enroll, regardless of date ranges or the number of previous occurrences. 1. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the. As it currently stands, we are unable to re-enroll the same company in this workflow multiple times, despite having multiple deals with the sam. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. With Today’s date is unknown, new records would enroll into the workflow. Hi , Could you share a screenshot of the enrollment criteria, the re-enrollment settings and the workflow action log of the test contact? Best JavaScript must be installed and enabled to use these boards. In the lead nurture workflow example, enrollment wouldn’t make sense, because you would not want a HubSpot contact to receive the same series of re-engagement emails multiple times. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. My approach to a solution would be a main workflow and a second workflow which in. * You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts. Use HubSpot's workflows to automate business processes and be more efficient. This mostly relates to custom-coded workflows. It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc. To edit an existing workflow, hover over the workflow, then click Edit. Workflow A sends an email with a download link to contacts that submit a form. Create a contact-based workflow with the enrollment triggers - ‘Form Submission > [Name of Form] > has filled out form on Any page’ AND ‘Contact Properties > [Name of Property] is Known’ This will ensure that the property has been populated before the contact enrolls. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. (Vice versa from the perspective of the workflow for the remaining 4: the records. HubSpot is trusted by over 184,000. We use cookies to make HubSpot's community a better place. Hi , I hope I'm understanding you correctly, thank you for the detailed post. Workflows enroll records and execute actions. The ads are exactly as you mentioned - see ad, click download, get PDF. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. Only properties of the same object can be used in a workflow for re-enrollment, e. Q : Is there a way to work around this and either consolidate. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. . Typically, the causes of re-enrollment failure &/or excessive re-enrollment are tied to a violation of one or more rules laid out in that KB article. Be well,Hi @JRudowska,. . Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. We use cookies to make HubSpot's community a better place. CPQ—configure, price, quote—makes tracking deals, attaching line items, and building quotes one streamlined selling process. . It would also be possible using a webhook and serverless function. However, the trigger criteria is to submit a form and when testing it the workflow won't work. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". Get workflows a contact is currently enrolled in. In the workflow editor, click Set up triggers. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. Ok yes, I've now set my workflow to clear the property and then i've also selected that contacts are removed from the workflow when they no longer meet the enrollment criteria. Workflow B is triggered by the completion of Workflow A and sends a series of emails to ensure the contact clicks on the download CTA. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. How re-enrollment triggers work When setting up your re-enrollment triggers, do take note of the following: 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. How Trigger or Enroll in Workflow with Form on External Site SOLVE I would like to embed an instance of a form + a specific page in an external wordpress site, and then trigger a specific workflow based on the referring page, rather than the form itelf. If the step changes, the option to call it is still "NO" and the workflow ends. You can also use your CRM to trigger email workflows, either based on user data or user actions. . Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Also, you should have access to HubSpot Technical Support if. In the workflow editor, click Set enrollment triggers. Just click the orange button in the top right corner and you'll see the options. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. And these ads are from a year back, so they may not always be the first or last seen pages. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Create a. Portals with 50,000 or m. Instead, click into the Company enrollment trigger field, switch to the Re-enrollment tab in the right sidebar and check the box for "Health Score Level is any of Monitor (8-11pts)". Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. . Never came across such an issue. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". 1. (This is preset based on the date you chose on the previous screen, but can be edited. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Basically it's a workflow centered around the date property, set to re-enroll on the date property = known criterium (it's possible if the workflow is centered around a date property apparently). 4. Using List membership filters in other lists and custom reports. . Contact Forms. This currently works fine. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. To learn more, and. For more on Enrollment Triggers, visit here. ). All of our major relationship data is stored on the company record, so not being able to update company record. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment @Rebecca93, for a contact to (re-)enroll, the contact needs to meet all criteria, regardless of whether it's the first, second or third time enrolling. It will be nice if we can have the setting to let the merged deal to re-enroll in the deal type workflow if it meets the (re)enrollment criteria. Create a workflow to deliver the email. I recently started a email nurturing campaign. I am told. In workflows, enroll up to 100K records per day per sandbox. The workflow is activated and everything is tested. Fantastic, thanks mate! I hadn't thought of a "fire off all the time" enrolment trigger. On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . After merging the private with the business profile, the workflow startet from scratch and he received the first email of the workflow on his business address (new primary mail. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. To do: Use ”Is known" as an enrollment and re-enrollment criteria. First, if not already, rotate to team member. developers. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Think of it like an “unenrollment” trigger. . . My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. It seems that I am not enrolled even tho I meet the trigger. Since Hubspot doesn't let you select the "On This Page" option unless it's a created landing page in Hubspot, I guess I'll just clone the form, give it a new name, and then embed that on my WP site page instead of using the original form on multiple pages. ). Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). Quick question about workflow completions. Solution. Delays and actions are based on the action before it, not the lead's enrollment date. Hi @AGardner,.