HubSpot Ideas

Wschutt

Enrolling contacts at specific places in a workflow

It would be extremely helpful to our team to be able to enroll contacts at specific points in a workflow. It's been difficult for us to create work-arounds in order to do this, especially in workflows where many If/Then branches are needed. For example, in one case we wanted to send an email asking "Are you receiving our emails?" to contacts who didn't open the previous 3 emails. If they didn't open that email, we wanted to send them to a different workflow; if they did open it, it would have been great to send them back to a specific point in the same workflow. This has come up as a problem for our team in several situations. 

24 Replies
kasiaw
Member

This would be very helpful!

RCampbell97
Member

HubSpot team, we have the exact same need. We need to be able to re-enroll a contact, but at an advanced step in the workflow. Below is a general outline of the problem we are facing related to this features gap. 

 

1. Contacts enroll to workflow X via Active Lists criteria/triggers

2. Contacts will receive a series of emails.
3. Depending on whether they show intent (by clicking on the link in our email), the workflow automatically enrolls Contact(s) into a HubSpot Sequence. 
4. If they do not respond to our targeted Sequence, they should return to workflow X (at an advanced workflow step) to continue marketing outreach. 

The main challenge is point #4. How to re-enroll contacts back into workflow X at step 5, for example?

 

Thank you all for any guidance here. 

OMutluer
Member

Why hasn't this feature been implemented for ten years?

lauragil
Participant

Hi @EGolborne @jtremblay @glencornell!!

 

Has something changed since last update on May 10, 2021, regarding this idea?