HubSpot Ideas

christa

New Custom Events workflow re enrollment and list filter limitation

With the required transition from the Legacy Behavioral Events to the New Custom Events we are finding two critical functions missing from the new experience. We had the ability with Legacy to do the following.

1. Unable to re enroll using a New Custom Event. As you can see, we have been able to do this with Legacy Events.

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2. We could lean into List Membership for re enrollment BUT there are limitations with the New Custom Events when it comes to date parameters for the events when we want to say 'has not completed in X amount of time'. You can see that we have been able to do this with Legacy Events, but now unable to with New Custom Events

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Also, we would rather not always use lists for re enrollment. We do use lists for other purposes, so not having the date parameters available on both the 'completed' and 'has not complete' limits the usability.


The LOSS of these functions are especially felt due to having been able to do thess things with Legacy events. It creates challenges to rebuild and transition our set up with the New Custom Event feature.

Please address this ASAP, makes no sense to lose functions with an updated feature.

2 Replies
TFranklin94
Member

+1 here. Not being able to re-enroll contacts when they complete a specific event or events is very limiting. 

christa
Contributor

@TFranklin94 since the original posting I have found that I can rebuild (rather than reconfigure an older workflow) to accommodate a re enrollment for the custom event trigger. In case this helps for your use/need, it wasn't all that obvious to discover after having been use to the 'older' workflow experience

 

The workflow trigger selection shown here

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Then select Custom Event - after that the list of all our Custom Events will be available. You can then filter down by event properties, including the occurred if that helps for what you are wanting to do.

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Then under the enrollment settings turn on the Re enrollment. You can see that the statement on the 'updated' workflow feature says re enrollment will happen when that event happens again.

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