Email Marketing Tool

StefanTV
参加者

Re-enrollment after merging

解決

Hi!
After we merged contacts, some contacts got re-enrolled in a marketing workflow and received mails out of nowhere.

 

It was the case that a contact filled out a form with his primary mail address, however, he was not enrolled in the marketing workflow with his business address. After merging the private with the business profile, the workflow startet from scratch and he received the first email of the workflow on his business address (new primary mail address). Is there a way to prevent that from happening, or take the stage of the workflow in consideration, when enrolling the new primary email address, so the workflow won't start all over?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Re-enrollment after merging

解決

Hi @StefanTV,

 

In the Settings tab of a workflow, you can specify how the workflow should handle merges:

 

karstenkoehler_0-1674557984841.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

元の投稿で解決策を見る

StefanTV
解決策
参加者

Re-enrollment after merging

解決

It was the case that contact 2 was enrolled, contact 1 was not. So after merging, contact 1 got re-enrolled.
Here you can find the screenshot of the enrollment criteria:

StefanTV_0-1674563527305.png

 

元の投稿で解決策を見る

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7件の返信
CBN
トップ投稿者

Re-enrollment after merging

解決

We have just had issues with merged contacts being unenrolled from all workflows instead of being where they are/reenrolled. 

 

Why don't you get an warning about workflows in progress on either contact when you merge?

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Re-enrollment after merging

解決

Hi @StefanTV,

 

In the Settings tab of a workflow, you can specify how the workflow should handle merges:

 

karstenkoehler_0-1674557984841.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

StefanTV
参加者

Re-enrollment after merging

解決

Hi @karstenkoehler,

Thanks for your reply!
We also found those settings the last time it happened, however, it keeps occurring...

StefanTV_0-1674562864363.png

 

 

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Re-enrollment after merging

解決

Hi @StefanTV,

 

If contact 1 was already enrolled in the workflow and after merging contact 1 and 2, the merged contact enrolled despite the 'No' setting, this sounds like a bug.

 

What exactly are the enrollment and re-enrollment settings of the workflow? Can you please share a screenshot?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

StefanTV
参加者

Re-enrollment after merging

解決

Hi!
Do you maybe have an update on this one?

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Re-enrollment after merging

解決

Hi @StefanTV,

 

Unfortunately I don't. I'd recommend taking this up with HubSpot support, they investigate this directly in your portal.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

StefanTV
解決策
参加者

Re-enrollment after merging

解決

It was the case that contact 2 was enrolled, contact 1 was not. So after merging, contact 1 got re-enrolled.
Here you can find the screenshot of the enrollment criteria:

StefanTV_0-1674563527305.png

 

0 いいね!