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.
We don't currently have anything planned to solve this. However, if & when we come back to it, we will be sure to update this thread. Thank you for all the thoughts & context here.
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?
This would be extremely useful. We have many workflows with automated emails where we'd love to enroll companies at specific points if they didn't match the criteria of the trigger at an earlier time.
Hello Hubspot developer. This should be a simple implementation from a developer. I am pretty sure the demand is there if you could allocate your resource to better your product for your current clients. Thank you!
I created a pretty simple workaround for this issue, and I think it would be helpful for anyone else coming across this post looking to move an object to a specific step in a workflow. Here is a loom video of my process:
Copy the object's Record ID (from the URL or the Record ID property on the object) of the record you working with (Company, Deal, Contact, etc.)
Go to the workflow for which you want to send this object
Add a Branch step directly after the enrollment trigger
Move all steps of the workflow to the "If none of the criteria are met" branch
Create a filter on the first branch for 'Record ID is equal to' and paste the object's record ID
I name this first branch "Shortcut" and the "if none" branch "No Shortcut"
Save the branch step
Put a Go to action step as the first step of the "Shortcut" branch
Select the step in the workflow that you want the object to skip to
Now, when you enroll the object into the workflow, the workflow enrollment filter criteria will recognize the object's Record ID, send it down the "Shortcut" branch, and place it in the step that you want to skip it to.
When you are done with the enrollment, you can delete the Go to action step and leave the shortcut branch there. All other enrollments will not match the branch filter criteria and will simply go down the "No Shortcut" branch as normal.
