Reenrollment after 30 days

Hello,

I have a question concering the re-enrollment of a workflow.

I want a contact based workflow to re-enroll every 30 days. Somehow I can not change the setting of re-enrollment for one of the enrollment filters (see attached picture).

I also found this article but it is not helping: Add re-enrollment triggers to a workflow

Does someone know how I could fix this issue?

Thanks

Hi @maulpaurer,

If your workflow is doing what I think it’s doing, it’s setting the value that you like to use as re-enrollment trigger while the record is still in the workflow. Records can however only re-enroll once they’ve left the workflow.

What date exactly is the re-enrollment based on? Is this a contact date property or a certain of the month? Do you have Operations Hub Professional or Enterprise?

Without scheduled workflows in Operations Hub, this cannot be done with just one workflow. You would need to workflows that work in tandem. I can elaborate once you share a screenshot of the full enrollment criteria and relevant workflow steps and which date exactly re-enrollment should be based on.

Also keep in mind that I would generally stay away from filters that rely on fields having been updated, it’s simply not very reliable, unless you block any other path that might update that field.

Best regards

Thanks for the support @karstenkoehler! To add to this, there are a number of fields that cannot be used as re-enrollment triggers depending on your workflow type and source object. Our Knowledge Base article outlines Available re-enrollment triggers :grin:
For example:

  • In general, properties can only be used for re-enrollment when they’re the same type as the workflow. For example, in company-based workflows, you can only re-enroll using company properties.

Hi @maulpaurer

You can try to build this out with a couple of active lists

or (more advanced) with operations Hub.

I think that you’d need and inclusion and an exclusion list that could work together.

You can try it out and let us know if it worked for you.

Hope this helps