Hey everyone,
I have a puzzle I’m trying to solve for a couple of days. I wish to have a separate workflows just to send emails (they will send emails to a specific list, one-time campaign) and an additional ONE Campaign-assignment workflow (to unite the task) to assign Salesforce Campaign and Statuses (depending on the workflow which was used to send emails or emails the lead received). T
The issue is how to enroll the leads into this campaign-assignment workflow in case they repeat (I send marketing emails to the same email in the campaign A and in the campaign B) . At first I wanted to trigger the event “email sent” or “active in a workflow” but it turned out it doesn’t work for re-enrollment. Then I tried to trigger a static/active list which is being updated via the same lists I use to send emails in email send workflows, but I see doesn’t work in case leads/emails repeat (Hubspot doesn’t understand that the same email is in the same list due to a new campaign).
Any ideas how it is possible to overcome this, not creating a separate workflow for each campaign?
How to you determine who goes in the workflow, just list criteria? It’s not clear from your description exactly what criteria you are using to determine who goes into the workflow and then what critera you use to determine what would cause them to reenroll. Generally speaking though, if you want to enroll someone multiple times, if you aren’t changing their data, you’d probably need a new field and workflow to toggle to enroll them again. But maybe some more details would help.
Well, right now we have one long workflow and a list to enroll the leads.
I’d like to have one workflow that sends email 0 a list to trigger the workflow.
The second flow should be triggered for those who are active or just finished the first workflow, and the whole point is to choose the best way to trigger the leads, keeping in mind I’d like the leads to re-enroll. Unfortunately I can’t trigger by “received an email” or “are active in the flow”. I also can’t use one active list, because in case the same lead will get into this list for the second time, workflow won’t understand this lead should be enrolled.
New property is rather not an option - we have so many of them that I don’t wish to create another one just for those campaign purposes (and this will add +1 step into the first flow).
In all the examples I’ve seen where people want to reenroll contacts into workflows multiple times in a scenario like you are describing, it seems like they’ve always used a field to do this or static lists then use workflows to add people to a list and then remove people from a list.
So you could create one workflow (based on your current list) that sends an email and adds people to a new static list. The second workflow can then enroll people based on the static list enrollment. At the end of the 2nd workflow, you can remove people from the static list. When they are added to the static list again in the future, they will be reenrolled into the second workflow.