Hello everyone,
We have created a workflow in which the following applies as a trigger:
- Form submission
- And e-mail confirmation status is clicked / confirmed
If this is fulfilled, a mail should go out and a task should be created for Sales.
The problem is, if someone fills out the form and has not yet given an opt-in, they first receive the opt-in mail. Even if he then confirms this, the action (mail) is not triggered.
Do we have to include the opt-in in the contact recording trigger at all?
Thanks!
Anne
Hi @AHeisel,
Happy to help here. Can you share a screenshot of the workflow?
@AHeisel wrote:
The problem is, if someone fills out the form and has not yet given an opt-in, they first receive the opt-in mail. Even if he then confirms this, the action (mail) is not triggered.
This should not be an issue, actually, unless you specified the form submission enrollment criterion to be limited to a certain time frame. HubSpot would generally simply wait for the confirmation to happen, and the workflow would trigger when it does.
Once you share the workflow, I can elaborate.
Best regards
@AHeisel mistake spotted. You’re not filtering for the confirmation of the enrolled contact but for the confirmation of a contact associated to the enrolled contact.
Since typically, I would assume, you’re not associating contacts with contacts, this is why the workflow is not triggering.
Please remove this part of the enrollment criteria and re-add it, not changing the association dropdown. “Marketing email confirmation status” is any of “User clicked confirmation” and “Customer marked confirmed” should suffice by the way, the other options are not in use as far as I know.
Correct:
Incorrect:
Hi @AHeisel
Depending on your DOI settings, no email - other than the DOI email - would and could be sent until the DOI status is clicked / confirmed. That is how DOI is supposed to work, unless you have some customised version of HubSpot’s DOI setup.
Is your workflow using event triggers or filter criteria triggers? If you are using the latter the workflow will execute and send the email as soon as both criteria - form submission AND e-mail confirmation status is clicked / confirmed - are met.
Frank
