How to create a workflow for an active contact list

[HDang9]

I have several active contact lists based on specific filter conditions. I want to create workflows that apply to customers in those lists. However, I don't know where to choose a list to apply to the workflow apart from turning it on & enroll the list manually. It's quite hard to understand if it works well or if a new contact added automatically to the list can be automatically enrolled in the workflow.

Please help me!!!

[karstenkoehler · Accepted solution]

Hi @HDang9,

To enroll contacts from a list, you would choose this option:

If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow.

If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list.

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

[karstenkoehler · Accepted solution]

Hi @HDang9,

In that case, I'd recommend creating a static copy of or convert the active list and use the static list for enrollment of your workflow. In your active list, you should see this option:

With this, you can convert your list into a statis list. If you want to keep the active list, you'd have to create a new static list and filter for contacts that are a member of the active list.

Best regards!

[LGish]

Is there a way i can create a workflow that will send an email sequence when a contact is added to an active list?

[karstenkoehler · Accepted solution]

Hi @HDang9,

To enroll contacts from a list, you would choose this option:

If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow.

If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list.

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

[Alondra_Esca]

what happend if something is similar with another workflow?, will be enroll in both or any of them and have to add it manually?

[HDang9]

Hi @karstenkoehler,

Yesssssss! Thanks a lot, it helps ❤️
However, what if we select an active list for the workflow but just want the action performed once no matter if the list has new contacts. How can it happen?

[karstenkoehler · Accepted solution]

Hi @HDang9,

In that case, I'd recommend creating a static copy of or convert the active list and use the static list for enrollment of your workflow. In your active list, you should see this option:

With this, you can convert your list into a statis list. If you want to keep the active list, you'd have to create a new static list and filter for contacts that are a member of the active list.

Best regards!

[HDang9]

Hi @karstenkoehler ,

That helps me a lot. Many thanksssss!
But I wonder how can I create a static contact list just by adding contact manually without importing or using filter? 🙏

[karstenkoehler · Accepted solution]

Hi @HDang9,

Happy to help 🙂 You can find different ways of adding contacts to a static list here: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list#add-or-remove-records-from-a-...

The easiest way however, if you have an active list already, is by creating a static list and adding a filter to that list for an active list:

Best regards!