. In the right pane, set an unenrollment trigger. Learn more about the Workflows API in the Workflows API overview . You can also use your CRM to trigger email workflows, either based on user data or user actions. . To view additional details, hover over the name of the object and click Enrollment details. 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. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. " Once this is saved and processed, the list should pull in the contacts that have been enrolled in your workflow but have not met the. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. g. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. 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. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . The workflow is not turned on. Sorry about the confusion, as Frank explained it's a bit of both. 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 . CPQ Software. 3. You would have to find. Add a delay to the workflow that will send the email on the desired day and time. Workflow A sends an email with a download link to contacts that submit a form. CRM & Sales. Are you sure that. When using the property filter is known for re-enrollment, objects can re-enroll. Hmm, that's not what we should be doing @lasseschou . This property could be called "Contact from company already being nurtured", a single-checkbox property. I recommend creating a separate workflow for each contact owner with a meeting link. Hi @IBrockschmidt, If you want to enroll a contact into a workflow when a property changes, you would simply set the enrollment trigger to "is known": It sound like you'd want contact to be enrolled whenever that happens. If the step changes, the option to call it is still "NO" and the workflow ends. I've got this working checking both "Create Date is known" and "Quote Approval Status is known" (both can be used for re-enrolment) and it picks up creations and recall+edit actions, with some additional logi. " Choose the specific triggers you want to utilize for re-enrollment. Hi all, i've a question with workflow enrollement. It would be great if this can be made availableI recently started a email nurturing campaign. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. This one is similar to the suppression list, except that goal lists serve a different purpose. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to. 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. Because I don't know all of the details here, at a high level I would suggest enrolling the deal into another workflow (WF2) at the end of the first workflow (WF1). If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. 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. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. 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. ) Reply. Contact Owner is XX and 2. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Hi @BrettloweAUS, You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was logged on the ticket ). When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. 4. " Click on that enrollment step, and for the re-enrollment trigger, click "Allow contacts who meet the trigger" to re-enroll, and check the "Create date is known" box. See all features and limits. Just click the orange button in the top right corner and you'll see the options. Hi @rpkumar,. This customer retention metric is especially useful for account managers and customer service teams because it lets you know if a customer is at risk of churning and how high. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Workflow 1 is correct. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. The second workflow would look like this. Action 3: Send sales team member an in-app notification of. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. If HubSpot allows users to trigger a workflow every time someone sends an. If you’re unsure why an object was suddenly. . But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. Blogs Knowledge Base right Chat & Automation right Workflows right Workflows | Frequently Asked Questions Workflows | Frequently Asked Questions Last updated: June 8, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise By default, once you've chosen to allow contacts to be reenrolled, contacts are automatically eligible to be reenrolled manually. Re-enrollment. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. Or, learn how to create a new workflow. . 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. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. 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. 1. One way to approach this is to look at this from the angle of a contact-based workflow instead of a deal-based workflow and create tasks when "Date of last meeting booked in meetings tool is known" (and re-enroll based on. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Grow Your Business. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. 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. In. 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. 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". This mostly relates to custom-coded workflows. In company workflows, you'll now see an enrollment trigger category for List Membership. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. Why is this?Re-enrollment. ) Action 2: Delay schedule and timing. The only information I get. 2) Delay until the event happens. Select the triggers that will be used for re-enrollment. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Discussions. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. ('is known' is equivalent to 'has changed' in HubSpot workflows. Feel free to share a screenshot of the workflow for a final check. If you can share screenshots of what. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. You can see this in the line "Ignored a request to enroll a record which is already enrolled". 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. I know that some propertie. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. ) After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . 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. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. When meeting certain criteria in workflow A, contact is. Re-enrollment should be enabled for both. 5% per transaction. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria will enroll at the recurring scheduled date and time. From this workflow, we. Here's how: Click Automation and select Workflows; In the workflow that you want to trigger a sequence, click the + iconHi , If you choose the "is known" filter and enable reenrollment for it, it'll behave like "has changed". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I need to find a work around aside from manually enrolling contacts. In the workflow editor, click the + plus icon to add an action. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Q : Is there a way to work around this and either consolidate. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. Contacts already met the workflow goal. We use cookies to make HubSpot's community a better place. . @megananderson I think there's an opportunity there to swap in some date time stamp actions within HubSpot and then clearing those actions as well. Thoughts?Hi , Ok i've selected re-enrollment ON. How to use. g. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. The second option is to work with re-enrollment only. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Please note: deals can't re-enroll based on line items. You can use met goal or completed (down a path to checkered end, not meeting the goal) as a trigger/property but to "complete" I believe it counts both ways of working your way through the workflow be it a goal or end of the path. Date of last meeting booked in meetings tool for example could be the recent conversion but could. Manually enroll yourself. We use cookies to make HubSpot's community a better place. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. With Today’s date is unknown, new records would enroll into the workflow. Hi @johnhenry,. (Vice versa from the perspective of the workflow for the remaining 4: the records. . HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. From the workflows tool, you can create a workflow from. User-Agent. Turn the workflow on. They will remove the contact from the same workflow. . Solution. Whether this is your first clean up or you’re looking for ways to improve your current system, here are some steps you can take to routinely clean your CRM data in HubSpot. Follow along and catch all of our HubSpot tips here. We use cookies to make HubSpot's community a better place. Might as well offer both features. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I have a schedule workflow which I enroll contacts only one time. The first and only action in this workflow would then be the "Set property value" action. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. 4. In the left panel, select the when an event occurs. By default, records are only. developers. In the right panel, navigate to the "Re-enrollment" tab. It's sorted by most recent. Creating ads audiences with contact. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. . However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. However, the trigger criteria is to submit a form and when testing it the workflow won't work. In your HubSpot account, navigate to Automation > Workflows. Discussions. . There's the set up for Contact workflow (sceenshot), but there's no this option in the deal type workflow, which will be very useful if we can. non-contact properties cannot be used for re-enrollment in a contact-based. . Contacts cannot be enrolled in a workflow more than once at a time, so. Allow merged deal to enroll in the deal type workflow. In the right sidebar, click the Re-enrollment tab. “Yes, re-enroll every time the trigger occurs. Get a demo to learn about our premium software, or get. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To do: Use ”Is known" as an enrollment and re-enrollment criteria. This is a limitation in HubSpot. When I add an if / this branch, based on the categories, it works fine the first time. It then jumps from 0 to. Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. 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]. Hi Re-enrollment triggers cannot be refined by date or number. Get workflows a contact is currently enrolled in. 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 where they meet all the criteria (I've. So every time this property changes a contact gets enrolled. It seems that I am not enrolled even tho I meet the trigger. Hi , wrote: When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteriaHi , The general answer here would be no, you can't enroll objects into a workflow of another type. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. Hope. We use cookies to make HubSpot's community a better place. You can also review the details of all your marketing emails in the Email Performance dashboard at the. Additionally. Why is this?Re-enrollment. smith, The date a contact is enrolled in a particular workflow isn’t stored in a contact property; instead, you can make a request to the current enrollment endpoint. If you're reading this article, chances are you know how. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. Neglecting the user experience. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. Activity properties cannot be used for re-enrollment. 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. Then it dawned me that I could use a Seventh Sense webhook to re-enroll a contact based on any criteria or property I desired. Click the Workflows with errors tab. The contact enrollment criteria changes when I add new enrollment criteria (mostly this is adding a new form fill action). It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". >>"How often does a perpetually running workflow check contacts fo re-enrollment?" In near real-time. To provide some more context, I was trying to have contacts re-enroll based on. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. Workflow Re-enrollment. Records will then be enrolled in Today’s Date 2. 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. Without this option turned on, the only contacts HubSpot will. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). 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. This currently works fine. Click the name of your workflow. When a contact meets the set goal, they’re automatically unenrolled from the workflow. 9% of all credit card transactions and 0. 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. You can see this in the line "Ignored a request to enroll a record which is already enrolled". To achieve this, in the enrollment triggers of a workflow, click Set up triggers > When filter criteria is met > Email subscriptions: You can then set up your criteria as follows, filtering. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. Required Parameters. Action 2: Delay the next action for 7 days. (This is the first selection HubSpot asks you to make when creating a new workflow. 1. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. Then, select the "Create Record" action. We use cookies to make HubSpot's community a better place. Discussions. You can also use workflow actions from connected apps . While they're, broadly speaking, functionally the same, a list might take a moment to populate. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". 1. . In my mind you could do something like: When Activity occurs "Meeting name is 123" then set a date stamp at time of action via a workflow. Very limited data relating to Tasks is stored on an associated record of another object-type (e. (uber important) - see image excerpt . Click the name of the workflow or create a new workflow. When switching on the workflow, don't enroll contacts who meet the criteria already. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. Set up the trigger, then click Apply filter. Click on the “Create Sequence” button. In the workflow editor, click the + plus icon to add an action. A solution I found with a HS support person is very similar. 5. Use HubSpot's workflows to automate business processes and be more efficient. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. Yes: Create a task “Ask owner for status update,” assign to sales manager. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as expla. We use cookies to make HubSpot's community a better place. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. For example: If a re-enrollment trigger is based on list membership, a contact will re-. 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. status (Active vs. - see Add re-enrollment triggers to a workflow . Defining the HubSpot Workflow. One key example: We want to track the "Time of Last Call Connected". 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. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. trigger is " job title is known". Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. 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. For example, record 1 gets value 0. " Click "and" to select the same workflow, then select "has not met the goal. They'd enroll but nothing would happen. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll. 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 where they meet all the criteria (I've. With each passing day, this percentage decreases, so I consider each and every product in the cart, no matter if him are an active customer o. Inside my email to test the trigger and the email that is meant to be sent it does not work. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. If all of the values. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. 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. I know that HubSpot api calls will retry, but. In the workflow editor, click Set up triggers. Allow company property changes to re-enroll contacts into workflows. Hover over the workflow, then click Edit. I've talked with the support team and this was expected behaviour. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. Set event enrollment triggers. I'd recommend going by "Number of session" (the number of sessions the contact has had on your website, this is automatically set by HubSpot for each contact). To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. You can use "Number of associated deals is known" as a re-enrollment trigger. then I changed to anytime. Click the name of a workflow. Create a workflow to deliver the email. 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. If you’re unsure why an object was suddenly. Contact date property. . 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. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I recently started a email nurturing campaign. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. So if you have create a contact-based workflow, you cannot. Correct me if I'm wrong. Hi @MWilliams3, By default, a form submission will overwrite an existing value. However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. . Thanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. To learn more, and. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. In your HubSpot account, navigate to Automation > Workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. currently, we are not able to use scoring properties for re-enrollment in workflows. Fourth, turned on my workflow and enroll all eligible contacts. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. This one is similar to the suppression list, except that goal lists serve a different purpose. I have these workflows: Deal Enrolment when <Unique ID Field> is empty, which populates it Quote Enrolment when Create Date is known, wipe <Unique ID Field> on associated Deal (then #1 kicks in to re-populate with re-enrolment) But what's missing is when a Quote is "Recalled & Edited" or re-publish. Inactive), Last month of billing, 12-month rolling revenue, etc. 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. In the left panel, select the when an event occurs. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. Allow workflow re-enrollment for deal properties. Last updated: June 28, 2023 Available with any of the following subscriptions, except where noted: Sales Hub Enterprise Service Hub Enterprise Use contact-based workflows to automate sequence. Once I've added this additional enrollment criteria I get prompted by HubSpot if I'd like to. Step 3. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. Hope this helps! Hello, Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property. CPQ—configure, price, quote—makes tracking deals, attaching line items, and building quotes one streamlined selling process. Hi , That's correct – activities can't be used for re-enrollment. What I'm chasing is sycing Contact Type, when Company's Type changes. This is particularly useful for integrations that take contact data and display them in a different. Hey , thanks for reaching out! I noticed that in your first screenshot, the "unenrollment" workflows you have selected are: Enroll Contact Workflow Starter Enroll Contact Workflow Premium However, the workflow in your third screenshot is Enroll Contact Workflow Pro, not Premium. Discussions. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. In the left panel, click the email Email icon. HubSpot Re-Enrollment can be very complex. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. Save your changes. Create a workflow from scratch. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. 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 . 4. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. Source. And these ads are from a year back, so they may not always be the first or last seen pages. Navigate to. To search for a specific object, use the search bar and. Use the workflows tool to take your automation to the next level. 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]. The ads are exactly as you mentioned - see ad, click download, get PDF. Next challenge is that I want to send an email when it's more than 30 days since the last login. Out of the box, without custom development, workflows do not have any cap / throttling features. Just click the orange button in the top right corner and you'll see the options. Add more Enrollment Triggers if needed. Unfortunately not, no. For example, enrolling a contact into a contact workflow, every time a contact property value changes. (The exact list criteria depend on your workflow actions. In the workflow editor, click Set enrollment triggers. In your HubSpot account, navigate to Automation > Workflows. Create a. We would like to do the following: 1. To do: Use ”Is known" as an enrollment and re. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. Not testing your workflow before turning it on. Thanks for the tag @jennysowyrda!. Reenrollment can be based on that.