Enroll contact into a workflow

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

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

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2

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

3

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

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4

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!

5

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

6

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

7

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

A

8

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

9

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?

10

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!

11

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

A

12

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 :slightly_smiling_face:

Best regards!

13

This is what makes me think so

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

14

Hi @AMbeboh,

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

Best regards

15

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
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16

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

17

Ok thanks

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18

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

A