Do workflows keep running?

Smart CRM & Sales Hub CRM
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1

We have a workflow set to move CONTACTS to different client statuses.
Contact has associated deals less than 1 or empty =lead
Contact is associated in 1+ deal = Prospect
Contact is associated in 1+ deal and deal is in WON column = Client
None of the workflows re-enroll
There may be various reasons why we want to change their status.
If I understand correctly, the workflow is run one time. If we move them to Client Status, and the workflow does not re-enroll, their status will not be changed later?
I feel pretty confident about this, and have even changed a test contact, but want to be 100% sure before we start manually scrubbing 1000s of contacts.
This is all preceding an email campaign we are launching for a May 15th event.

2

Hi @Gotcha

Can you share a screenshot of your actual enrolment triggers?

Have you activated re-enrolment in those triggers? By default objects do not re-enrol unless you specify that they should.

Cheers

Frank

3

I edited the post. I should have said associated.
So does the workflow look at the contact 1 time, make the changes, then ignore that contact forever, if the work flow does not re-enroll?
So we are safe to manually change the Client Status field after the WF has run?

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4

@Gotcha yes, you are safe, as re-enrollment is not enabled, see the small remark in the box for the enrollment criteria. A contact will enroll only once.

5

Hi @Gotcha,

Could you please share screenshots of your enrollment criteria? I’m not sure what exactly you’re referring to in your description, e.g. “Enrolled less than 1 or empty” - is “Enrolled” a property? Less than 1 of what? Screenshots would be helpful.

Generally, re-enrollment is not possible for triggers on associated objects: Add re-enrollment triggers to a workflow

For example, you cannot re-enroll a contact directly based on a change on an associated company or deal. There are workarounds but the steps depend on the details.

The quickest workaround is re-designing to be a workflow based on the object where the change is happening. For example, if you want to update a company whenever there is a deal moving to a certain deal-stage, that should be a deal-based workflow. A company-based workflow cannot solve for that.

Best regards

6

I should not have used enroll. I edited the post to reflect associated. I think its a pretty simple workflow.
I just need to know if we want to manually change the client status, will that workflow at some point change it back.

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7

@Gotcha no, in its current configuration it won’t, as re-enrollment is not enabled.

8

I edited my post. The enrolling comment admittedly was confusing.

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9

@Gotcha in your screenshot, you have re-enrollment disabled: Add re-enrollment triggers to a workflow

A contact would only enroll once.

When you enable re-enrollment in that workflow, a contact would always enroll when the number changes back from a number greater than 1 to 0 or unknown - which would only happen if you remove associated deals or delete deals.