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

Issues with Workflow

AMbeboh — Mon, 03 Jul 2023 16:10:11 GMT

Hi there - I created and triggered my workflow; time start of 12pm GMT today 3rd of July.

It has been a few hours now and am not sure my workflow is working. I should've seen emails through stage one. Yet nothing. Not sure what the issue is - or even if the the workflow is live. I have checked the following

Published emails
Timezones set to GMT
Triggers are set to a specific marketing list
The workflow is on not sure what else to do.

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Thanks

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Re: Issues with Workflow

karstenkoehler — Mon, 03 Jul 2023 16:18:14 GMT

Hi @AMbeboh,

Could you please share a screenshot of your workflow and explain how you are testing it?

Best regards

Re: Issues with Workflow

franksteiner79 — Tue, 04 Jul 2023 05:07:57 GMT

Hi @AMbeboh

+1 from me on @karstenkoehler ask to share a screenshot or two, so we can see what the Wf setup is.

Also, I see you tagged your post as "Starter". to the best of my knowledge you need a Professional or Enterprise subscription in order to use the WF tool.

Cheers

Frank

Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 08:54:57 GMT

[image: image.png]
That's the screen shot of the workflow not sure what else to do.

Re: Issues with Workflow

karstenkoehler — Tue, 04 Jul 2023 08:55:56 GMT

Hi @AMbeboh,

Unfortunately, you didn't add an image. Can you please try again? (Please upload the image directly in the community, in your web browser.)

Best regards

Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 08:55:57 GMT

Please see screenshot below - I am struggling with how and why my contacts
haven't yet received the emails when all has been actioned as specified.

[image: image.png]

Re: Issues with Workflow

karstenkoehler — Tue, 04 Jul 2023 08:57:57 GMT

Hi @AMbeboh,

@AMbeboh wrote:
actioned as specified.

Which specification exactly are you referring to?

Best regards

Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 09:08:57 GMT

[image: image.png]
Please see attached

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Re: Issues with Workflow

karstenkoehler — Tue, 04 Jul 2023 09:10:42 GMT

Hi @AMbeboh,

Unfortunately, there isn't an image. Please click through to the community in your browser and check your post.

You need to use the image upload feature (camera icon) in the reply editor of the community in your web browser to upload an image.

Best regards

Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 09:11:53 GMT

Ok this should be it

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Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 09:12:09 GMT

Hope that works

Re: Issues with Workflow

karstenkoehler — Tue, 04 Jul 2023 09:16:05 GMT

Hi @AMbeboh,

Thank you.

A few things to check:

Can you confirm the workflow is enabled / turned on? It's not visible in the screenshot. In the top right corner of the editor, you would have to review and publish the workflow.
If you have, before turning your workflow on, HubSpot will tell you how many contacts are about to enroll. What was this number?
There is often a simple mistake that some users make. The "and" operator in your enrollment criteria means that contacts who should enroll have to be both in the first list and the second list. Is that what you want? Or do you want contacts who are either in the first list or the second list?
If you're sure that none of the above apply, can you please click Details in the top left corner of the editor to see the workflow enrollment history? What do you see in that history? https://knowledge.hubspot.com/workflows/workflow-enrollment-history

Best regards

Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 09:25:11 GMT

In answer to your questions - the workflow is indeed turned on.

As for the list/criteria both list attached have a combined total of circa 700 contacts. So far i am only seeing 24 which is from the first list Uber engaged. I would like to see the other 680 from the engaged contact list. I am not sure why those contacts have not been enabled or set to receive the email flow. In other words i would liek to see contacts from both lists in the workflow. Right now it is only one list of contacts that is showing.

When i enabled the workflow i was shown the a number of 24 contacts to go through which is far below the desired number of 700.

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Re: Issues with Workflow

karstenkoehler — Tue, 04 Jul 2023 09:34:32 GMT

Hi @AMbeboh,

Have you reviewed this point?

"There is often a simple mistake that some users make. The "and" operator in your enrollment criteria means that contacts who should enroll have to be both in the first list and the second list. Is that what you want? Or do you want contacts who are either in the first list or the second list?"

Put differently, a contact will only enter if they are in both list.

If contact A is in list 1 but not list 2, they would not enroll.

If contact B is in list 2 but not list 1, they would not enroll.

If contact C is in list 1 and list 2, they would enroll.

Best regards

Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 09:40:22 GMT

Oh i see - logic dictates that when you have 'and' it means contacts in either list will be enrolled.

So how do i change that without having to merge both list? Will i need to change the 'and' to 'or'? If so how do i execute that.

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Re: Issues with Workflow

karstenkoehler — Tue, 04 Jul 2023 09:45:08 GMT

Hi @AMbeboh,

@AMbeboh wrote:

Oh i see - logic dictates that when you have 'and' it means contacts in either list will be enrolled.

In programming, it doesn't. See for example here: https://javascript.info/logical-operators

In terms of changing your workflow, you should see the OR button right below the AND:

Best regards!

Re: Issues with Workflow

AMbeboh — Tue, 04 Jul 2023 10:07:12 GMT

Oh dear - bringing linguistic logic to coding is never a good idea. Ok all of your solutions have been actioned i can now see the contacts queued up to receiving the first set of emails in the workflow.

Thank you for your help and patients much appreciated!!

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