topic Re: Workflow Issues in Lists, Lead Scoring & Workflows

Workflow Issues

HannahSarsfield — Tue, 03 Aug 2021 16:30:17 GMT

Hi,

I'm currently having a few issues with a workflow I've set-up.

I want to recieve an email notification when either a registered contact or a non-registered contact has visited our company webpage.

I've tested it a few times and it doesn't seem to be working - please could you let me know the best steps to get this working.

Many thanks,

Hannah

Re: Workflow Issues

karstenkoehler — Tue, 03 Aug 2021 17:04:02 GMT

Hi @HannahSarsfield,

This is what a workflow could look like, making sure that re-enrollment is enabled:

Could you specify what exactly isn't working? Could you confirm that the tracking code is installed?

Best regards!

Re: Workflow Issues

HannahSarsfield — Tue, 03 Aug 2021 17:30:30 GMT

Hi Karsten,

Thanks very much for this - I believe our tarcking code is installed.

Is there a way to check this?

Best,

Hannah

Re: Workflow Issues

karstenkoehler — Tue, 03 Aug 2021 17:36:15 GMT

Sure @HannahSarsfield, when you go to the traffic analytics tool, does it show any data?

Re: Workflow Issues

HannahSarsfield — Wed, 04 Aug 2021 08:39:55 GMT

Hi Karsten,

Yes it does.

I can see here that we have had lots of website and LinkedIn visitors, but they haven't been alerted to us via the workflows I set-up yet. Now that I have enabled the re-enrollment, will this trigger an alert when we next get a visitor?

Best,

Hannah

Re: Workflow Issues

karstenkoehler — Wed, 04 Aug 2021 08:47:53 GMT

Hi @HannahSarsfield,

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.

Could you share a screenshot of your workflow?

Also, could you maybe test this on yourself, opening a page, accepting the cookies, waiting a bit and checking whether you enroll?

Best regards!

Re: Workflow Issues

HannahSarsfield — Wed, 04 Aug 2021 10:06:56 GMT

Hi Karsten,

No problem at all. I have attached the screenshot below:

I have tested this on myself a few times and it still doesn't appear to be full working?

Best,

Hannah

Re: Workflow Issues

HannahSarsfield — Thu, 05 Aug 2021 14:16:09 GMT

Hi Karsten,

I just want to quickly check whether you were able to help with the above?

Thanks,

Hannah

Re: Workflow Issues

karstenkoehler — Thu, 05 Aug 2021 14:36:34 GMT

Hi @HannahSarsfield,

Re-enrollment would only work on a generic page view, not specified by the number of times. (It's not possible to meet the criterion of having viewed a page at least once... twice.)

So far this workflow looks good however. How have you tested this so far, what's making you think it's not working? Is there any activity in the History tab?

Best regards

Re: Workflow Issues

HannahSarsfield — Thu, 05 Aug 2021 16:11:40 GMT

Hey Karsten,

Yes I've tested it a couple of times and it doesn't appear to be working?

The history tab is also blank at th moment.

Best,

Hannah

Re: Workflow Issues

karstenkoehler — Thu, 05 Aug 2021 16:15:58 GMT

Hi @HannahSarsfield,

Could you specify how you tested this? For a contact to enroll, first of all they must be a contact in the CRM, they must have accepted the cookies, submitted a form and then viewed the page. Could you confirm all these criteria are met?

If yes, are they reflecting in the activity stream of the contact record?

Best regards

Re: Workflow Issues

HannahSarsfield — Fri, 06 Aug 2021 11:06:16 GMT

Hey Karsten,

I have checked it by logging myself as a contact into our CRM system, then going onto our webpage and accepting the cookies.

After doing this a few times, I still haven't receieved an email alert and it also wasn't on logged on the contact activity stream?

What I ideally need is just an alert for when a contact visits our website and also a seperate alert when a contact has viewed our LinkedIn page?

I'm not sure if there is a simple step-by-step guide on how to set both of these up?

Many thanks,

Hannah

Re: Workflow Issues

karstenkoehler — Fri, 06 Aug 2021 14:02:01 GMT

Hi @HannahSarsfield,

Logging in the CRM would not have any effect here, contacts need to submit a form after accepting the cookies. Otherwise HubSpot cannot associate website activity with a contact record. (This is needed for a contact record to enroll into the workflow.) Could you please try accepting the cookies and submitting a form?

Does the page view show on your contact record activity stream when you test this?

For LinkedIn page views, it's not possible to send notifications.

Best regards