The automatic sending email set in the workflow will be sent to those who are excluded from the conditions.
I would like to set the workflow to restart from the beginning after a certain period of time after the workflow is finished. How can I do this?
Premise: The first trigger is a dynamic list.
Hi @STanaka,
This depends entirely on what exactly the list filter criteria are and how long that period of time is.
Generally, if you want to run a workflow on a recurring schedule, (e.g. daily, monthly, yearly), you can find instructions here: https://knowledge.hubspot.com/workflows/use-based-on-a-schedule-workflow-enrollment-triggers?hubs_content=knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers&hubs_content-cta=Based%20on%20a%20schedule%20enrollment%20triggers
If you want contacts to re-enroll after a certain time after they meet specific criteria, this depends on the filter criteria. If your list is an active list, re-enrollment only works if you set up list criteria in a way that a contact leaves the list after a certain time and then re-enters the list when they meet the criteria again, e.g. “Last contacted is less than 7 days ago” could be used for re-enrollment via list membership. A contact would enter the list when they’re contacted, leave the list after 7 days, and become eligible to re-enter after those 7 days. If the enter the list, they would enroll for the first time. If they leave the list (due to not meeting the filter criteria anymore), then re-enter the list (after meeting the criteria again), they would re-enroll.
Please share a screenshot of those criteria if you’re unsure – and also when exactly contacts should re-enroll.
Best regards