Hi team,
I created a workflow in Hubspot automations.
It goes like this: The trigger is completing a form on our homepage, that sits in hubspot.
The customer can choose to select from a checkbox menu, digital only, physical only material.
They also have the option to enroll in our monthly newsletter with the checkbox question yes or no.
Then, they get enrolled in our marketing contact database.
For each selection at the end, e.g. digital only, newsletter yes, I want to send them a thank you email.
I have created this automation, however it does nothing. E.g. test does not work and the form testing does not trigger the automation at all.
Hi @CLangenmaier5,
If the form submission does not enroll the contact into the workflow, the first thing to check would be the enrollment criteria. These are not visible in your screenshots. Could you please share a screenshot of your enrollment criteria and re-enrollment settings?
Have you checked the workflow enrollments and actions log for your test submissions? If so, what do you see? Understand your workflow details page
When you click into the enrollment criteria, you can test a contact against the enrollment filters in the left sidebar, when you evaluate your test contact there, what do you see?
Another point that jumps at me is that it looks like you created both properties as multiple checkboxes properties, not dropdown or radio selects. That means that someone could check both boxes. If your branches filter for “is equal to”, then someone checking both boxes would not go down that branch. (2 checked boxes are not equal to 1 specific value.)
Best regards
Thank you Karsten, your swift reply (and the help from the Hubspot support) gave me the information I needed in order to get this workflow working.
