topic Re: Workflow Goal Attribution in Lists, Lead Scoring & Workflows

Workflow Goal Attribution

ehenningsgaard — Tue, 18 Jan 2022 16:46:49 GMT

How does a workflow count goal completion after a contact has exited? We have several workflows set up with the same goal and are trying to track performance over time but ideally we'd like to be able to limit this window so we're not counting the same event twice or incorrectly attributing the event to the workflow.

Re: Workflow Goal Attribution

karstenkoehler — Tue, 18 Jan 2022 16:54:06 GMT

Hi @ehenningsgaard,

When a contact meets a goal after completing a workflow, this will not count towards the workflow's goal conversion rate. Only contacts who are enrolled in a workflow and meet the goal criteria will count toward this rate.

Hope this helps!

Re: Workflow Goal Attribution

Martyna — Fri, 20 May 2022 10:11:54 GMT

Hi @karstenkoehler ! I came across your answer here as I have the same problem as the author of the question and I was wondering if what you wrote is in line with what HS claims. On this page it is said: "A contact can meet a workflow goal while currently enrolled or any time after completing the workflow.". Has anything changed?

Re: Workflow Goal Attribution

karstenkoehler — Fri, 20 May 2022 10:51:25 GMT

Hi @Martyna,

Thanks for bringing this back up. I just tested it to make sure and set up a workflow with a goal for a specifiy property value. I had one contact enroll the workflow, waited for completion and manually updated the property's value after the contact completed the workflow. The goal attainment rate stays at 0%.

Best regards!

Re: Workflow Goal Attribution

Martyna — Fri, 20 May 2022 11:38:03 GMT

Thanks for the answer @karstenkoehler ! But was there an email sent in your test WF? As only contacts that have also been sent a marketing email in the workflow will count towards the workflow's goal conversion rate.

Re: Workflow Goal Attribution

karstenkoehler — Fri, 20 May 2022 11:42:24 GMT

Tested again, @Martyna, same behavior. Goal conversion rate still at 0% 🙂

Re: Workflow Goal Attribution

larry_bird — Tue, 09 Aug 2022 21:08:23 GMT

Hey Karsten!

I have a question related to this. Does the goal completion rate exclude contact that already met the goal before entering the workflow?

Thank you!

Re: Workflow Goal Attribution

LeeBartelme — Fri, 07 Oct 2022 18:37:29 GMT

When a contact is first enrolled in a workflow, HubSpot checks if the contact meets the goal criteria. If they do, they will not be enrolled in the workflow and will not count towards the workflow's goal conversion rate.

Re: Workflow Goal Attribution

LeeBartelme — Tue, 18 Oct 2022 16:38:52 GMT

I actually tested this today and it works as HubSpot states, that is, after exiting a workflow, you can convert. As you can see in my screenshot, the final email is attributed the goal conversion, which could only happen after the contact leaves the workflow. It does a take a bit for HubSpot to process everything and attribute it. It's not instant, but it does happen.

Re: Workflow Goal Attribution

ChrisDellen — Sun, 20 Aug 2023 14:41:16 GMT

We see the same thing that HubSpot documentation states - Goals can be attributed after contacts excit a workflows. We are running these at a large scale and they do indeed count. If your workflows are time-based, I would consider shutting them off, or only looking at goals achieved during specific time windows.