Workflow re-enrollment - Time delay

[JColes23]

Hi,

I want to create a workflow where the re-enrollment is time specific. I.e. I don't want people to re-enroll before X date or add a minimum time period from their first enrollment to their second. 

Is this possible?

[karstenkoehler · Accepted solution]

Hi @JColes23,

Simply add those criteria to your enrollment filters - reenrollment only works if the enrolment criteria evaluate as true/correct.

If you want time between reenrollments, you need to create a date property and use "Edit record" in your workflow to set it to the current date. Then, in your enrolment criteria, specify that the date must either be unknown or more than x days ago.

Best regards

[WebGuruz_Tech · Accepted solution]

Hi @JColes23 ,
One approach you can take is to create a custom date property and use it in your workflow. Add a branch condition to check whether this property has a value.

• If it’s not known, set it to the date the contact was enrolled.

• On re-enrollment, the workflow can check if the property is known. If it is, you can then apply a delay of X days before executing the original task.

[karstenkoehler · Accepted solution]

Hi @JColes23,

Simply add those criteria to your enrollment filters - reenrollment only works if the enrolment criteria evaluate as true/correct.

If you want time between reenrollments, you need to create a date property and use "Edit record" in your workflow to set it to the current date. Then, in your enrolment criteria, specify that the date must either be unknown or more than x days ago.

Best regards

[franksteiner79]

Hi @JColes23 

Not out of the box I think.
You would need to work with a timestamp property when the most recent enrolment happened.

What is the exact scenario you are trying to implement?

There might be a way to do this with list memberships and suppressing enrolment if you are still on the list, but that depends a bit on your actual use case.

Frank