Hi,
We have a workflow that creates a deal when a form is submitted and then adds the contact to the list. We have a problem with creating transactions when with the same address. For example, when I insert a second time the name: Bartek, mail: test.com, the deal is not created.
Re-enrollment:
Hi @bjochym
What does it say underneath “re-enrolment”? Your screenshot does not show that part. There is usually a number of checkboxes which correspond to your workflow enrolment triggers, which you then have to select one, some or all - depending on when you want to re-enrol.
I can also see you are using a filter criteria instead of an event filters for your workflow triggers, using an event filter and activating re-enrolment for the event of the form submission will re-enrol contacts.
Frank
Hi, I added comment with more screenshots
What’s likely happening @bjochym is that the contact is enrolled the first time, the deal is created, but they aren’t un-enrolled or removed from the workflow by completing it, so when they meet the trigger criteria the second time, they aren’t enrolled again because they are already in the workflow.
As @franksteiner79 mentioned, you are using a filter criteria instead of an event filters for your workflow triggers, using an event filter and activating re-enrolment for the event of the form submission will re-enroll contacts.
Re-enrollment is a bit trickier than it sounds when you use filter criteria, because you have to uniquely identify when they should and shouldn’t be in the workflow.
It’s usually easier if you create a pair of workflows that work together, in this case you might need 3 so you can loop them through the second and third.
workflow 1 = what you have now, also sets the custom property outlined in workflow 2
workflow 2 = what you have now, but an additional trigger that they are included on the static list you’re adding them to as part of workflow 1 and removing that step.
By enrolling in workflow 2, they are removed from workflow 1.
You also need to set a custom property that indicates they have completed workflow 2 (property = lead workflow status, options = workflow 1, workflow 2, workflow 3)
workflow 3 = same as workflow 2, with the trigger criteria added that lead workflow status = workflow 2
By enrolling in workflow 3, they are removed from workflow 2.
Set the property lead workflow status = workflow 3.
This will remove them from workflow 3 because they no longer meet the criteria of the value being set to workflow 2.
The next time they trigger the workflow by completing the form, they would enroll in workflow 2, and it would continue to loop.
Again, if you use the event criteria, it would allow re-enrollment without needing to build this out.
Hi @bjochym,
Your reenrollment settings generally look correct.
However, it looks like the workflow continues after action 3 – as long as the enrolled contact goes through those additional actions, they cannot re-enroll. A record can only be enrolled in a workflow once at the same time.
For example: Your contact completes step 3, is added to the list of all quote requests. Then starts a delay of 24 hours before an automated email is sent. The contact submits the form again and theoretically, they meet all of the criteria to enroll again. Still, they’re still stuck in the 24 hour delay. As long as they’re still within the workflow, they can’t re-enroll.
In your case, there would be a simple fix.
Now, steps 1, 2, and 3 in your current workflow will typically be executed within seconds and the contact will leave the workflow almost immediately after enrolling. When you test again, they have already left the workflow and your form submission should trigger re-enrollment. Your deal gets created.
The new workflow can take care of the additional steps in the meantime. That is of course assuming that the additional steps do not require re-enrollment as well.
Should they also require re-enrollment, you’re probably better off designing workflow number 2 to be deal-based. Whatever follows after adding the contact to the list, you have just created an individual deal. Even if the form is submitted again, that will be a separate deal. That means that there will be no issue of the same submission being enrolled twice in a deal-based workflow – we’re looking at separate deal records anyway. So if you can design whatever follows after the addition to the list to happen in a deal-based workflow, that would also solve your issue.
Best regards!
Hi,
thank you for your reply, could you please send me a screen of the second workflow that I should add, because from the first one I should only remove the add contact block.
@bjochym before I can do that, can you lease share either a screenshot or what’s happening after action 3 in the lower left?
The second workflow would enroll deals based on, for example, ‘Deal name contains any of Inbound Lead’.
Best regards
@bjochym I thought there would be more actions to the lower left – thank you.
Could you share the workflow actions log for the test contact that you used? Understand your workflow details page
@bjochym this screenshot shows a deal creation today just fine – after you had created this thread in the HubSpot community. If you’ve tested with this contact before, the re-enrollment seems to work fine as it executed correctly today.
There doesn’t seem to be an error with the creation of the deal so the deal should be there. Can you double check? It should be associated to the test contact.
If the deal is not associated to the contact, please re-review the “Create record” action in the workflow. Click on it and check the left sidebar and whether the checkbox is ticket for associating the enrolled record with the newly created deal.
Hi,
the screenshot above shows the logs from the first save, but when I inserted form second time with the same values, there were no logs from that workflow
@bjochym what happens when you test the enrollment criteria of your workflow against this email address?
Please share a screenshot.
@bjochym I’d recommend reaching out to HubSpot support. It looks like something else is affecting this and it’s not clear from the screenshots, diagnosing from a distance, what that is. HubSpot support can access your portal directly.
