topic Workflows goals unenrollment and re-enrollment in APIs & Integrations

Workflows goals unenrollment and re-enrollment

ebp — Fri, 03 Feb 2023 12:55:49 GMT

Hi,

I want to know what is the purpose of an unenrollment by a goal ?

By the way, I have a contact based workflow with a goal and a contact enroll. The contact met the goal so it was unenroll.

But it is never automatically re-enroll when it met again enrollment criteria. I even can't enroll it by API (which is not what I want. I want to re-enroll contact because it met again criteria).

So, is it possible that a contact which has been in a workflow and has been unenrolled by a goal could be enrolled again because it met enrollment criteria ?

Thanks

Re: Workflows goals unenrollment and re-enrollment

Jaycee_Lewis — Fri, 03 Feb 2023 18:31:21 GMT

Hi, @ebp 👋 To confirm, this is the expected and designed behaviour for Goals in Workflows. As you noted, this is enforced via the API as well. There is not a workaround for Contact who met a Goal to allow for re-enrolment into the same workflow.

You might consider creating a similar post over in the Workflow community and ask the community to brainstorm some tactics because Goals are not working with your use-case. For example, you can create a similar workflow that enrols based on a contact meeting the Goal of a previous workflow — Use goals in workflow enrolment criteria and list filters.

Thanks for the great question.

Best,

Jaycee

Re: Workflows goals unenrollment and re-enrollment

jolle — Fri, 03 Feb 2023 18:40:37 GMT

Hey @ebp, thanks for reaching out!

Awesome context and advice from @Jaycee_Lewis. You can also configure your workflow goals using the Refine filter condition options:

For example, if your goal is a form submission, you can refine the goal criteria so that the form submission must be "less than 1 day ago" or something like that. Otherwise, HubSpot will immediately graduate contacts from the workflow if they technically meet the goal criteria that you have set.

Hope this helps!!

Re: Workflows goals unenrollment and re-enrollment

Jaycee_Lewis — Fri, 03 Feb 2023 18:44:11 GMT

Thanks @jolle 🙌

Re: Workflows goals unenrollment and re-enrollment

jolle — Fri, 03 Feb 2023 18:49:36 GMT

Of course 🙂

Re: Workflows goals unenrollment and re-enrollment

ebp — Fri, 03 Feb 2023 20:35:13 GMT

Thank you for your fast answer.

I think the issue is in the terminology Hubspot uses.

In fact, the term Unenroll is not what it seems to be.

For me, if I unenroll a contact, it should do the opposite of enroll.

But here, the enrolled contact has a "state" of unenroll but is still in the workflow, that's why it can't be enroll again.

I'm working on a workaround outside Hubspot with a schedule workflow.

I have a schedule workflow which I enroll contacts only one time. It will do the job every day. I have a branch in it which check if an action should be execute. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment.

I hope that it will do what I expect...