topic Re: adding contacts to a workflow in Marketing Integrations

adding contacts to a workflow

VeronicaP — Fri, 11 Oct 2024 22:20:19 GMT

Hi,

I am new to this and I am learning as I ago. I want to add a few contacts to a workflow based on email. I am not sure what email property to use. All contacts work for the same company and their email is the same after the @

Re: adding contacts to a workflow

Jnix284 — Fri, 11 Oct 2024 23:11:27 GMT

Hi @VeronicaP to enroll contacts from the same company based on email address, you can you the Contact object property for "email" and set it to "contains any of" then add the domain like this:

Alternatively, you could choose Company Name from the associated company and then choose the specific company you want to enroll the contacts for - this would achieve the same thing (assuming the contacts are in fact associated with the company).

Re: adding contacts to a workflow

karstenkoehler — Sat, 12 Oct 2024 05:22:01 GMT

Hi @VeronicaP,

If you're just configuring this workflow and it's not turned on yet, you can achieve this by clicking "Set up triggers" > "When filter criteria is met" > "Contact properties" > "Email domain is any of"

If the workflow is already live and you'd like to enroll these contacts in addition to the existing criteria, use the Enroll button in the top right corner of the editor:

Then choose "Create a custom filter" > "Add filters" > "Add criteria" > "Contact properties" > "Email domain is any of".

Best regards!