topic Re: Clearing a property when a contact exits a workflow in Lists, Lead Scoring & Workflows

Clearing a property when a contact exits a workflow

douglas_volt — Thu, 15 Aug 2024 04:16:56 GMT

The last step in my workflow is to clear a property.

When a contact is unenrolled via suppression list, hitting a goal, or no longer matching the criteria, the last step will be not be reached.

I thought about adding another workflow that could test for "property to clear" is known and "not in workflow" but I worry that could happy before the contact gets enrolled in the workflow and unset the value prematurely.

It would be really neat to have the ability to set cleanup actions that always run when folks exit the workflow.

Re: Clearing a property when a contact exits a workflow

karstenkoehler — Thu, 15 Aug 2024 04:40:38 GMT

Hi @douglas_volt,

Here's what I would do:

Create a second workflow
Enroll records when 'isn't currently active' in your original workflow AND [your property] is known
Clear property value

Alternatively, set up this second workflow so that it's enrollment criteria match the unenrollment criteria of your original workflow exactly AND [your property is known].

I agree that it would be nice to have the feature you suggested. The best place for these recommendations is the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Until then, I find that the two approaches outlined above currently cover all bases for me.

Best regards!

Re: Clearing a property when a contact exits a workflow

douglas_volt — Thu, 15 Aug 2024 04:36:40 GMT

Good point.

I could also refine
"AND Now in workflow" is not true
to
"AND Now in original workflow" is not true

That should work yeah?

Re: Clearing a property when a contact exits a workflow

karstenkoehler — Thu, 15 Aug 2024 04:41:49 GMT

@douglas_volt correct! I updated my previous answer for clarity, this can be done in a simpler way:

Enroll contacts when they're not currently active in original workflow AND Property is known
Clear property value

Re: Clearing a property when a contact exits a workflow

douglas_volt — Thu, 15 Aug 2024 04:47:39 GMT

That's what I have now, and I worry about a race condition where both the original workflow and this workflow trigger enrollment at the same time, and then this workflow unsets the value prematurely.

So "has been in Original" and "not currently active in Original" together, solves the issue for me.