Hi there,
We are selling a service to which users can subscribe online:
- for 1 month
- for 3 months
for 6 months
The enrollment workflows for each are created and triggered based on a contact property set at selection of the subscription duration in a subscription form.
From this workflow, we send email reminders about automatic re-enrollment after X days.
Where I am block is how to automatically renew the workflow at the end date, for the user to go again and again through the subscription enrollment until he eventually requests cancellation of the subscription.
The initial enrollment trigger is based on a property “subscription X months”, but if there is no change in it (the user keeps the same X), then there is no change/event to trigger the re-enrollment.
Any idea how to do the automatic re-enrollment?
Thanks in advance,
Jonathan
Hi @JGuennoc
Thank you for reaching out.
I want to tag some of our experts on this - @Josh @GrantCarlile @StjepanGrcic do you have any thought for @JGuennoc on this?
Thank you!
Best
Tiphaine
Hi @JGuennoc
Re-enrollment triggers cannot be refined by date or number. Learn more about how refinement filters apply to re-enrollment.
If I correctly understood your question maybe you can use list memeberships.
For example: If a re-enrollment trigger is based on list membership, a contact will re-enroll when they join the list. If the contact stays in the list, they will not re-enroll each time they finish the workflow. If the contact leaves the list, they will re-enroll in the workflow once they join that list again.
Cheers!
Hi @JGuennoc,
This behavior can be achieved with an additional custom property and an assisting workflow.
Let’s assume this is your subscription workflow. Of course there would be additional enrollment criteria and actions but I stripped this down to the bare minimum of what is needed for the loop you want to create.
In an assisting workflow, this would happen:
Essentially, a contact is being bounced back and forth between these two workflows. At the end of the workflow a value is changed that triggers enrollment in another workflow. This other workflow updates the value again which triggers re-enrollment in the original workflow.
You’re creating a loop here and I’m not sure that’s something HubSpot would want to you to do – because of obvious reasons. I tested it just now and it worked in my portal.
Hope this helps!
Edit: Just noticed that this could even be achieved without the custom property. At the end of workflow 1, add the action “Enroll in other workflow”. In workflow 2, do the same vice versa.
Hi @JGuennoc, this is Grant,
Problem: Automatically send email to user to subscribe at end of subscription.
Solution: Workflow weekly to send reminders automatically based on subscription end-date.
-
At time of subscription, update property Subscription End Date
-
Schedule weekly emails to be sent to subscribers where their end date is within one week
Hope this helps.
Grant Carlile
Grant Carlile, RevOps Technologist
RevPartners is an unmatched team of operators who design and execute revenue engines to supercharge your growth.
We’ve built a Recipe to handle Renewals. A Recipe is a small process that you can install in your HubSpot portal. This doesn’t require any third-party tool.
Here’s a video of how it works:
Watch the video!
Renewal deals are created automatically for each closed-won deals with a known contract end date. Then, a task is generated with a reminder date XX days before that contract end date to notify the deal owner (or another user of your choice) that the renewal is coming soon.
Other settings and configurations are also available to suit your use case.
If you are interested, we can have a chat to setup this recipe on your HubSpot portal.
Learn more here
