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Allow workflow re-enrollment for deal properties

Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers.

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12件のコメント
annaS
一般投稿者

Hi, I agree that this would be great. In general, it lacks so much to be able to automate things around deals. But we found a way around your problem : you should create a smart list based on the deal stage criteria. So everyone in the deal stage will be in the list. Then you change your workflow enrollment criteria to list membership and not deal stage anymore. This way you can reenroll people again ! Hope it helps.

RebFie
新メンバー

Agreed! This functionality is very important especially for companies like ours who may have multiple opportunities for a single contact. We want to send a simple communication each time a new opportunity is created - and are unable to do so because they cannot be re-enrolled. 

stacey926
一般投稿者

@annaS That is such a smart workaround, thank you! Hopefully this functionality will be implemented in the near future, but until then, we'll definitely use the smart list approach.

Thomas_Vanguard
常連投稿者

 The Smart List approach isn't a great workload for us because the task, for us, is Deal-based and not contact based.  We're finding that if a secon or third person is associated to the Deal the workflow is triggering for them too.  We would need the above to only trigger for the first person associated to the Deal.

Simon_W
一般投稿者

 VERY IMPORTANT!

virginiam
一般投稿者

This definitely needs to be added to Hubspot!

CorbinAssembla
一般投稿者

This would be an extremely helpful feature to help us manage lifecycle stages. We'd like to use Deal stage to manage Contact lifecycle. However, if a Contact has already been enrolled in a workflow based on a previous Deal then they will not be re-enrolled whenever a new Deal meets the enrollment criteria. It's frustrating! I'll try the smart list workaround in the meantime but I really don't understand why this can't be managed via workflows. 

 

Edit 08/21/2018: We are successfully working around this limitiation by using smart lists. We have created one list and one workflow for each Deal Stage. It works well enough.

HubSpot社員
HubSpot社員

To extend upon @annaS's idea, using smart list membership as re-enrollment criteria should work, but only if you've added criteria to remove someone from the list after a period of time. If your criteria is "Deal stage" is equal to "Closed/Won", the contact will never be removed from the list, and as a result, won't trigger the re-enrollment criteria of "list membership" in your workflow. That enrollment criteria is based off of new list membership, not current.

 

The trick is to add criteria that has a rolling date. @brianweiss had an awesome idea to add the contact property, "Recent Deal Close Date" and use the rolling criteria of "is less than", followed by the amount of time you'd like to specify. A week or shorter should suffice.

 

What this means is, your contact will be added to the list the moment they have a deal that has reached "Closed/Won" less than a week ago, and removed when the deal's close date is no longer within that window. This will allow you to have the same contact added to the list multiple times, resulting in workflow re-enrollment.

 

The exact criteria should look like this:

 

Deal Property > "Deal Stage" is equal to "Closed/Won"

AND

Contact Property> "Recent Deal Close Date" is less than "1 week"

sockclub_custom
一般投稿者

This is so needed! We are working with contacts that have multiple deals going at a time, so automatic triggers based on contact activity are tricky. We have come up with some work arounds, but the fact that the deal panel says "Re-Enrollment Coming Soon" makes me think that this is a problem that Hubspot knows it needs to work on! Upvoting スマイリー ハッピー

MW
一般投稿者

This feature is marked as coming soon, we would so appreciate it as soon as we can get it! We live and die by individual deals and having some processes in workflows automated helps so much!