Lead Status triggering Sequnce Unenrollment

Smart CRM & Sales Hub CRM
, , ,
1

Hi, we are trying to build out a workflow that unenrolls contacts from a sequence if the lead status changes, a deal gets created, or the company is using the tool we sell.

We also want it to auto-unenroll anyone who meets this criteria in case someone accidentally enrolls someone into a sequence.

This is the workflow we are using and it does not work, what do we need to do?

image
image1087×673 48.2 KB

2

Hi @Rose.Dufresne,

Could you please explain what exactly isn’t working? A few things worth mentioning:

  • Your workflow isn’t checking whether a contact is in a sequence - but still attempting to unenroll them from a sequence. You can use “Now in sequence” for this in the enrollment criteria.
  • Re-enrollment is turned off. If you’ve tested repeated with the same company, it won’t work more than once: Add re-enrollment triggers to a workflow

Please share in detail what you’re expecting to happen, what is happening instead and how exactly you’re testing (manually enrolling company vs testing enrollment criteria vs test workflow feature).

Best regards

3

Hi Karsten,

We switched the trigger and re-enrollment, thank you.

We want a few things to happen here:

  1. If ‘Lead Status’ = ‘Bad Timing’, ‘Nurture’, ‘Connected’, or ‘Unqualified’, that contact is unenrolled from any sequence they are in. (We got this one working)
  2. If ‘Current Tool’ Property = “Selected Tool”, that contact is unenrolled from any sequence they are in. (We got this working)
  3. If the company has a ‘Deal’ associated with it, the contacts associated with that company are unenrolled from any sequence they are in. (We got this working)
  4. ******If ‘Lead Status’ = ‘Bad Timing’, ‘Nurture’, ‘Connected’, or ‘Unqualified’, that contact cannot be enrolled into a sequence (ie. catches that a person has been enrolled in a sequence and unenrolls them right away before starting the sequence when it recognizes the lead status, deal, or current tool) - Cannot get this one working, do we need a delay WorkFlow? Having a hard time building that out
4

@Rose.Dufresne can you please share a screenshot of your entire workflow and of the reenrollment settings please? How exactly are you testing point 4?

5

I’m trying to reply but now it’s saying I can’t post media in replies

6

Point 4 is a trigger problem rather than a delay problem. Your groups only fire when the lead status, the deal or the tool field changes. If a contact already sits on “Nurture” and someone enrolls them in a sequence a week later, none of those properties change, so the workflow never looks at them again. Add “Currently in sequence is true” as an AND condition to each of your groups and include that property in the re-enrollment settings too. Then every new sequence enrollment re-triggers the check and the contact gets pulled out right away, no delay step needed, and points 1 to 4 can live in this one workflow.

Written by me. Polished by AI.

7

@Rose.Dufresne can you copy and paste the enrollment criteria then?

As I said in previous replies, along with “Now in sequence is True”, this should work.

Now in sequence is True
AND ‘Lead Status’ = ‘Bad Timing’, ‘Nurture’, ‘Connected’, or ‘Unqualified’

Enable re-enrollment for both, make sure the workflow doesn’t have any delays and you should see it working.