Workflow for Forms

Marketing & Content Hub Email Marketing Tool
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1

Hi,

I have created a HubSpot form and received around 100 registration. After that, I created a workflow to send follow up email but the follow up email only reached the people who register after the workflow created. People who register before the workflow created, did not get the follow up email. Is there any way I can change the workflow setting, so that everyone will get the email?

Thanks in advance.

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Hi @NAfiqah,

In the last step of setting a workflow live, HubSpot gives you the choice of enrolling contacts that are meeting the trigger criteria already and only contacts that meet the trigger criteria after turning the workflow on. Apparently, you chose the latter. Contacts who had already submitted the form were ignored by the workflow, only new form submissions triggered the follow-up email send.

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Now that the workflow is live, it’s a bit complicated to go back and change that decision. (It’s possible but it depends on your exact enrollment criteria and a small mistake could mean that everyone receives the email again.)

The easiest way to fix this now is the following:

  1. Clone the follow-up email as a regular email send
  2. Create a first list of contacts who have submitted the form
  3. Create a second list of contacts who have already received the automated email
  4. Create a third list of contacts who are in list 1 but not in list 2
  5. Send the regular email to list 3

Let me know if you have any follow-up questions!

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Hey Karsten**,** Thanks a lot!

I didnt notice the enrollment option previously.