This would only work going forward, not historically. e. 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 you're satisfied with your Workflow, select "Activate" in the top right and test it out by submitting the form. Get workflows a contact is currently enrolled in. currently, we are not able to use scoring properties for re-enrollment in workflows. At that point, using a list is a way of making a template of workflow enrollment criteria and keep their criteria up to date across multiple workflows. In the HubSpot email. Set an enrollment trigger to enroll Contacts when they submit the form you'd like to track. @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. Not setting a workflow goal. Learn more about the Workflows API in the Workflows API overview . Pretty sure the best way to do it is using 'is known' and having re-enrollment allowed for it. Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. HubSpot interprets "is known" as "has changed", too. If the step changes, the option to call it is still "NO" and the workflow ends. As such, it's best practice to ALWAYS include delay actions in workflows (especially if re-enrollment is a factor). To learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. Navigate to. 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. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment. HubSpot Ideas. 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. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. 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. . Contacts cannot be enrolled in a workflow more than once at a time, so. With Today’s date is unknown, new records would enroll into the workflow. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. We use cookies to make HubSpot's community a better place. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. If the step changes, the option to call it is still "NO" and the workflow ends. The Workflows API allows for full CRUD access to workflows in your portal. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. This is particularly useful for integrations that take contact data and display them in a different interface. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. We use cookies to make HubSpot's community a better place. This is applicable when the object, workflow type and property type are the same. Not testing your workflow before turning it on. In the right panel, under OneSignal, choose an option:Free HubSpot account: 500 emails per day; Paid HubSpot account: 5000 emails per day; Size limits. 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. This won't work because Contact will need to be updated more than once. 99/month (Starter); $49/month (Professional) 10. Inside my email to test the trigger and the email that is meant to be sent it does not work. 1. . Only properties of the same object can be used in a workflow for re-enrollment, e. We would like to do the following: 1. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. Re-enrollment. You then check what the status is, i. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Set event enrollment triggers. Get a demo to learn about our premium software, or get. 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. You can also use workflow actions from connected apps . The company workflow would not have to re-enroll. If HubSpot allows users to trigger a workflow every time someone sends an. Click the name of the workflow or create a new workflow. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Workflow Re-Enrollment based on new Form Submissions. 1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. (This is the first selection HubSpot asks you to make when creating a new workflow. If all of the values. 1. How might I reflect this in HubSpot? Thanks!I want deals to re-enroll into a workflow but only go through We use cookies to make HubSpot's community a better place. This is working for the majority of users, bar 1. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. 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. 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. I will advise you to log out from the acc and log in again, try creating wf only after some time. Help other HubSpot searchers find this post quickly by accepting this solution today. When a contact meets the set goal, they’re automatically unenrolled from the workflow. In your case, for example, when the Aged Date switches from known to unknown, but not if it simply stays unknown. Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. 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. Are you sure that. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. Discussions. com Current enrollment | Workflows APIIf you want the workflow to run whenver the email or mobile phone number change, simply set the enrollment criteria to "Email is known OR Mobile phone number is known", enable re-enrollment. While webhooks are great for sending notifications when an event occurs, as mentioned. To learn more, and to see a full list. In your HubSpot account, navigate to Automation > Workflows. Solution: Workflow weekly to send reminders. 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. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. check for a new contact NOT being created by a form. My last resort i. Out of the box, without custom development, workflows do not have any cap / throttling features. 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. 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). ” You will also want to turn on Re-enrollment triggers for “has filled out Name of the form on Any page ” so that your contacts will receive a copy of their form submission every time they submit. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to. This one is similar to the suppression list, except that goal lists serve a different purpose. You can also review the details of all your marketing emails in the Email Performance dashboard at the. 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. How to use. We use cookies to make HubSpot's community a better place. The "login" is an event we push in via the Timeline API, and when tha. Contacts already met the workflow goal. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Solution. Hi all, i've a question with workflow enrollement. e. Click the name of a workflow. Review the reports of your recipient engagement and delivery data, along with email performance data over a given time period. Grow Your Business. . If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. Customer Health Score. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. . 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. Let's assume this is your subscription workflow. In the left panel, select Contact-based and Next in the top right. It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". Change all delays to five minutes. Learn more about how refinement filters apply to re-enrollment. To further refine your trigger, click Add refinement. This is what they suggested: 1. . People don't seem to be triggering the. Any time a re-enrollment trigger condition is met, the record will re-enroll, regardless of date ranges or the number of previous occurrences. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. CRM & Sales Marketing Service RevOps & Operations Commerce3. Portals with 50,000 or m. Question 58. We would like to do the following: 1. In the pop-up box, click Sequences. It's sorted by most recent. 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. Hi , My apologies, I had missed the fact that this was a deal-based workflow. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. Enter a name for the workflow, then click Create workflow. We use cookies to make HubSpot's community a better place. , 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. I don't want contacts. Click Set enrollment triggers. Delays and actions are based on the action before it, not the lead's enrollment date. Think of it like an “unenrollment” trigger. We have a workflow in place for new contacts, which includes rotating the contact owner. 4. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. For example, when we set a deal property as an enrollment criteria in a workflow, it isn’t possible to use that same criterion for re-enrollment. The trigger can enroll each deal only once. It seems that I am not enrolled even tho I meet the trigger. Here's a video showing how to use nested if/then branches to overcome the 20-branch limitation (we run into this A LOT with needing a Workflow If/Then branch for each US state). To do: Use ”Is known" as an enrollment and re-enrollment criteria. In your HubSpot account, navigate to Automation > Workflows. That's it. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Examine Your Data and Identify What You Should Clean Up. Will step 2 stop subsequent 5 min delay. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. Add 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We have created a workflow to create a ticket that is triggered off of the "call outcome" activity being "left voicemail". The only information I get. for example. In the left panel, click Delay. In the actions panel, select Unenroll from sequence . English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. The contacts will enroll into the workflow,. Hi @Louraine,. Hi @rpkumar,. 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. Contact, Company, Deal, Ticket) . The first and only action in this workflow would then be the "Set property value" action. Add a delay to the workflow that will send the email on the desired day and time. We use cookies to make HubSpot's community a better place. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. The property is updated from one value to another. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. Hi @aj. Thoughts?Hi , Ok i've selected re-enrollment ON. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. The way to work around this is by either creating a workflow of the other object (in this case a company. Follow along and catch all of our HubSpot tips here. Would be nice have the possibility to limit the re-enrollment in workflow using other process, like number of times, number of times by day. When a value changes, the deal will reenroll in the workflow. We use cookies to make HubSpot's community a better place. The association between company and contact is irrelevant for the enrollment of your workflow. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. Turn on suggestions. If you're not working with integral numbers, then you'd have to work with an additional workflow which stamps the previous amount into an additional property. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. 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, , It is Type that I'm copying from Company to Type on associated Contacts. It would also be possible using a webhook and serverless function. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. 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. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. HubSpot is trusted by over 184,000. There are multiple types of workflows in HubSpot based on your end goals. Step 2: Setting your workflow’s enrollment. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. g. 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 one is similar to the suppression list, except that goal lists serve a different purpose. Defining the HubSpot Workflow. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. 1. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. 2. The workflow is activated and everything is tested. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Once you have your enrollment trigger set to be for the specific contact owner, you can c lick the plus icon + to add an action. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. 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 ). Hi , thanks for your reply. . The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Kindly, Pam. You may be aware of this already: Currently your workflow will only enroll a company if both. Question 11. (Yes, this could be. 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". HubSpot Re-Enrollment can be very complex. For example, enrolling a contact into a contact workflow, every time a contact property value changes. 9% of all credit card transactions and 0. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. It would be great if this can be made availableI recently started a email nurturing campaign. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. Export Workflow History. Hi @DrewLacy,. Inactive), Last month of billing, 12-month rolling revenue, etc. However my contacts ar. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. ). currently, we are not able to use scoring properties for re-enrollment in workflows. Humans of HubSpot Recorded Events INBOUND Groups. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Ok, but that sounds like the solution then. All of our major relationship data is stored on the company record, so not being able to update company record. Turns out that the "is known" filter option on properties will do this, i. In workflows, enroll up to 100K records per day per sandbox. Then enroll contact into static list. If another company is added, it would enroll as a new company. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. If you select one property for re-enrollment, an. The sequence editor will open up and see a blank canvas. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. " 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. Action 2: Delay the next action for 7 days. If this is something you need to do on a semi-periodic or ongoing basis, you can set up the HubSpot workflow to fire, based on specific data you import. 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. Manually relaunch a workflow. In. ) Action 2: Delay schedule and timing. Turn On the Re-enrollment switch. Contact date property. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. 2. To get started, navigate to the Workflow tool in HubSpot. And yes, a longer delay would also work. Hey @AllisonAltus,. The workflow is not turned on. It is possible to set up workflows based on meeting and call criteria. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. Thanks so much for your help! If i have the following: 'Last visited date is known' AND 'Consequtive 1:1 sessions is greater than 0' Would I tick only the re-enrollment to 'Last visited date is known' ? AIM: I want the deal to only pass through the workflow if they meet both criterias? I. In the actions panel, select Unenroll from sequence . trigger is " job title is known". Not updating unenrollment criteria. 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. Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. To create the deal i added a branch in order to check if the company all ready has a deal in this pipeline, but this condition is not working. Start from scratch; Center on a date; Center on a date property. In the Choose an action panel, select Set contact. 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. If you want the workflow to trigger whenever Last modified date changes, you should change the enrollment criterion to "Last modified date is known" and enable re-enrollment for it. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Source. Might as well offer both features. I need to find a work around aside from manually enrolling contacts. However, the trigger criteria is to submit a form and when testing it the workflow won't work. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. when i first turned this on, i put every day at 3 am. In the upper right, click Enroll. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. Create a. 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 . . Inside my email to test the trigger and the email that is meant to be sent it does not work. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. amount is changed, using the 'Amount is known' enrollment trigger would be a better. Is the solution to. In the left panel, select the when an event occurs. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. As per this HubSpot Knowledge Base article, it's not possible to use Activities (including Tasks) as workflow re-enrollment triggers. 1. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. See all features and limits. 4. 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. This is applicable when the object, workflow type and property type are the same. Stay sharp. Creating ads audiences with contact. Thankfully, your CRM and marketing automation can go hand-in-hand. Hi @MWilliams3, By default, a form submission will overwrite an existing value. If I do, then yes, this is expected behavior. You can add up to 250 filters to a workflow's enrollment triggers. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. To provide some more context, I was trying to have contacts re-enroll based on. Hi guys, i have a company enrollment trigger workflow. Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. The second workflow would look like this. Hi @Bob2245, "Create date is known" is the most immediate and easiest way to "catch" and enroll all new deal records. 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. 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. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. English English Español Português Français Mistake #1: Incorrectly Using Goals. And these ads are from a year back, so they may not always be the first or last seen pages. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. Allow company property changes to re-enroll contacts into workflows. Additionally. Enrollment trigger: Contact is member of Webinar Registrants. 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. 2. Sometimes our properties clear out via the API sync and we need to re-enroll them back into the WF to update that property. In the left panel, select the when an event occurs. . Are you sending this email after y. 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. We have it set up so a task goes to someone anytime the deal close date changed in the last 1 day. . 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. This is how you could differentiate them in a workflow via Filter type > Activity properties. What I'm chasing is sycing Contact Type, when Company's Type changes. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". (The exact list criteria depend on your workflow actions. Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. 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. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. Add an action to clear the custom date property that you’ve created. I've talked with the support team and this was expected behaviour. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Thanks . They'd enroll but nothing would happen. Third, turned on my zap. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. I see that a CTA could not be used for re-enrollment in a workflow. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. g. Workflow 1 is correct. Workflow Re-enrollment based on page visit. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. To edit an existing workflow, hover over the workflow, then click Edit. 1825 days. It will do the job every day. Re enrollment based on Property update. Hi @russellmasters,. If you're reading this article, chances are you know how. Welcome @lasseschou! Have you consulted Support about this? They should be more than capable, and faster responding (we aim to answer queries here in under 2 business days) so it would be a better place to start. 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. On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . In the workflow editor, click Set up triggers. 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. 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. Sequence Enrollment Limit via Workflow. Be well,Hi @JRudowska,. Turn On the Re-enrollment switch. Best regards! We use cookies to make HubSpot's community a better place. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. developers. To learn more, and. 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. 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.