I have a workflow that the trigger is based on a contact property, when the person completes this workflow they should reenroll in it again if their criteria still matches.
I have reenrollment turned on.
I have tested contacts and it says they should enroll.
Yet they seem to complete the workflow and never reenroll.
Any ideas on how I can ensure this happens?
Hi @squigglebit,
HubSpot would consider that a loop – reenrollment works actually differently.
Re-enrollment means that a record will enter a workflow again if the meet the criteria of workflow for a second, third, n-th time. It does not mean that a record will enter again, if they still meet the citeria as they did before enrolling for the first time.
For example, if you enable re-enrollment for a form submission and a contact submits a form, they would not re-enroll after leaving the workflow due to their first form submission. They would have to submit it a second time.
If you wanted to create a loop (and I cannot say that that’s a good idea, I strongly advise against it), here’s how you’d approach it:
- Workflow 1 enrolls records where property 1 = Yes, then clears property 1, then executes the desired actions, then sets property 2 to Yes
- Workflow 2 enrolls records where property 2 = Yes, then clears property 2, then executes the desired actions, then sets property 1 to Yes
You would have to add a delay in one of the workflows
. Otherwise, this might violate HubSpot’s acceptable use policy and might get some features or your entire portal blocked. I’m mainly sharing this here to create awareness for not trying this or doing it accidentally.
Instead of creating a loop, I’d encourage you to rethink your use case and maybe find a different approach. If you share your requirements, I can elaborate.
Best regards!