Welcome workflow not working as expected

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

In the process of moving our email marketing from Klaviyo to Hubspot.

I have our sign up forms on site (Shopify) submitting subscribed contacts to Hubspot, and they’re set as marketing contacts.

I then created an active segment called Marketing Contact, set up like this, which I plan to use to power the workflow:

Marketing status is any of Marketing Contact

I’ve created the workflow:

Trigger: Has completed: Segment membership has changed - is added to Marketing Contact

Followed by an email.

I then submitted a new email of mine through the sign up form on site, which successfully passed me through to Hubspot as a marketing contact, and then added me to the Marketing Contact segment.

However, this didn’t trigger the workflow to start or the email to send. What am I doing wrong here? It is, however, sending to other users that I didn’t expect.

2

Hi @abisecondshop,

I would recommend not setting it up this way - marketing contact status is a billing feature: Set contacts as marketing

If someone ever sets other contacts as marketing contacts, they would all enter your journey. Instead, you should reference the form submission directly - or any property that is exclusive to contacts submitting your Shopify form.

Once adjusted, if it’s not working, you can find initial troubleshooting here: Test your workflow

Feel free to come back here if that doesn’t get you anywhere :slight_smile:

Best regards

3

Thanks for your response! In the case that we do want it based on the marketing contact field, what’s my solution to getting this running?