Hello there,
I’m trying to use the WF feature to Manage unenrollment once one of my contacts is enrolled to any other 2 specifics WF.
For that I use the "Remove them from all other workflows" but after some tests, sometimes it works sometimes (90%) it doesn’t.
Sending the example of the settings I’m using on this feature, and also the logs for 2 WF just to give the proof that the contact is not being enrolled from the 1st WF.
Does anyone has any suggestion of what can be done here?
Hey @JOsorio21, thanks for reaching out!
I noticed that in your first screenshot, the “unenrollment” workflows you have selected are:
However, the workflow in your third screenshot is Enroll Contact Workflow Pro, not Premium. Are you sure that you’re evaluating the right workflows here?
As an added failsafe, you can also add “Is not enrolled in [workflow]” to your enrollment criteria and set the workflow to unenroll contacts that no longer meet the enrollment criteria. If you want to go nuclear, you can also create an active list of contacts currently enrolled in the respective workflow and set it as a suppression list.
Hope this helps!!
Hi Jacob,
First thanks for your reply.
The thing is, I’ve 3 workflows Starter → Pro → Premium, the ideia is, once a new cliente creates an account on my product it’s enrolled to Starter (so far so good).
But then they can update to either Pro or Premium plan, and once they do it they get enrolled to either Pro or Premium WF, depending on the plan choosed.
So the idea here is set rulles for the contact to be unenrolled for the other 2 WF once enrolled to this (this could be: Starter/Pro/Premium).
The 1 screenshot I sent was from the PRO, with the rules to unrolled a contact once enrolled to either Starter/Premium (since the ideia is to be in just one WF at a time).
So on the 3 screenshot I’m showing that the contact got enrolled to it but on the 2 screenshot he DIDN’T got unenrolled from Starter WF and it should (If I’m not lost here).
I will try your other suggestion tho: “Is not enrolled in [workflow]”
Hey Jacob,
Me again, I’m trying to find where to do the:
“As an added failsafe, you can also add “Is not enrolled in [workflow]” to your enrollment criteria and set the workflow to unenroll contacts that no longer meet the enrollment criteria.”
But without lucky.
Could you perhaps send some screenshots of the config steps please?
Would be a life saver
Sure thing!
You want to select the Workflows filter type in your enrollment criteria:
You can then select the respective workflow and the “Is not currently active” filter, so it will look something like:
Lastly, head to the workflow Settings tab and go into the Unenrollment and suppression section. Select “Yes, remove them from the workflow” as shown:
That tells HubSpot to automatically unenroll a contact from the workflow if they no longer meet the enrollment criteria that initially enrolled them.
Hope this helps!
