topic Re: Enroll contact into a workflow in Lists, Lead Scoring & Workflows

Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 13:17:56 GMT

I am tryinto enroll markeitn contacts into our campaign workflow. And the recent contacts have moved to stage two of the flow instead of starting at the beginning. How do I rectify that and ensure the next contacts are enrolled into the beginning of the workflow instead of the stage where the other contacts are in

Thanks

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 13:20:53 GMT

Hi @AMbeboh,

There is probably something happening which is making it look as if a contact enrolled at a later workflow action – but that's not what's going on. I've never experienced this in close to 10 years of using workflows. It's not impossible but unlikely.

Can you please share a screenshot of your workflow?

Best regards

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 13:25:51 GMT

I have attached a screen shot below - as you can see it should say 600 contacts in stage two and 600 in stage one. At the moment it seems they are all in the second stage. Not sure why that is

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 13:27:33 GMT

Hi @AMbeboh,

This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. After moving on to the next action, the number will reduce again, usually to 0. This is expected behavior. Your contacts went through the earlier actions as well.

Best regards!

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 13:35:46 GMT

So the 600 contacts i enrolled this morning will receive the first email in that workflow?

As when i enrolled contacts to the workflow yesterday - the email 1 had the number of contacts enrolled for that email.

This one tells me that the recent contacts are waiting to receive the next set of emails. I just need clarity on this. I am conscious that the recent contacts enrolled today will get the second email without the introduction email.
I hope that makes sense

A

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 13:38:55 GMT

Hi @AMbeboh,

Have you clicked on the email (blue hyperlink in the workflow) and checked the Recipients tab > Not sent? Do any contacts appear there?

If not, they should be under Sent and have received the email.

Best regards

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 13:40:57 GMT

Yes i have - there are 0 contacts not sent there.

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 13:43:02 GMT

Well, then you should see the contacts under Recipients > Sent then. Are they there, @AMbeboh?

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 13:49:00 GMT

A-ah! I see we can assume that any contacts i add within the open time frame will be automatically put into the sent box. the only time i see them at the stage is when i am enrolling contacts outside of permitted times set for the workflow?

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 13:49:59 GMT

Hi @AMbeboh,

You could put it that way, yes, HubSpot will only show you how many contacts are in an action if they are there right now, see my above reply.

Best regards!

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 13:53:50 GMT

That's great thanks for your help - I think i get it now.

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 14:02:23 GMT

One more question - re timings

I changed the timings of the workflow to be active between 7am - 10am/11am every weekday.

However it seems to be dafualting to previous active times. Any reason for this? Can't quite work it out.

Thanks

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 14:06:23 GMT

Hi @AMbeboh,

What makes you think it's defaulting to other times than you specified? Can you give an example?

Also, if I was able to answer your previous question, please mark my replies as accepted solutions 🙂

Best regards!

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 14:41:46 GMT

This is what makes me think so

THey should not be sending any emails outside the active time.

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 14:43:18 GMT

Hi @AMbeboh,

What's making you think that emails are sent outside of these times? Do you have any examples?

Best regards

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 14:45:15 GMT

Well i enrolled contacts a few minutes ago and they have moved to the stage two. So not sure why that is. As per the timings they should have been active till tomorrow morning

A

Re: Enroll contact into a workflow

karstenkoehler — Wed, 29 Mar 2023 14:49:17 GMT

Hi @AMbeboh, in that case, I'd recommend reaching out to HubSpot support direclty.

Re: Enroll contact into a workflow

AMbeboh — Wed, 29 Mar 2023 14:52:31 GMT

Ok thanks