Lead Capture Tools

sharath
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond

unenrollement and supressions

Résolue

Hi,

internal-workflow.PNGunenrollment and supressions.PNGWe have internal and external workflows; internal workflows are created to change the life cycle stages of the leads and also created to send internal notification emails to sales staff(Refer screenshot), and then we also have external emails which are sent to the leads in the process of nurturing them. 

 

Now, the problem is when I am creating an external workflow, I goto settings and under the option "unenrollment and suppressions,” I select the radio button "remove them from all other workflows," (refer screenshot). By selecting this option, will the leads be removed from internal workflows too?

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Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

unenrollement and supressions

Résolue

Hi @sharath

 

At the moment, HubSpot does not know which workflows are internal and which are external, so there is no automatic way to leave contacts in the internal ones while unenrolling them from the external ones. 

 

The only solution, currently, is to manually specify the external workflows for the contact to be unenrolled from in the next setting: Remove them from specific workflows

 

More info on these settings can be seen here: Understanding your workflow settings

 

Hope this helps.

 

Phil Vallender | HubSpot Website Agency

Voir la solution dans l'envoi d'origine

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sharath
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond

unenrollement and supressions

Résolue

Hi Phil,

 

Thank you for the reply, is there any we can ensure that they unenroll from the internal workflows? I see this as a bug from Hubspot because HubSpot says we can create both internal and external workflows(https://knowledge.hubspot.com/articles/kcs_article/forms/how-do-i-send-internal-notification-emails). I think Hubspot should think of enabling an option to unenroll leads only from external workflows

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Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

unenrollement and supressions

Résolue

Hi @sharath

 

At the moment, HubSpot does not know which workflows are internal and which are external, so there is no automatic way to leave contacts in the internal ones while unenrolling them from the external ones. 

 

The only solution, currently, is to manually specify the external workflows for the contact to be unenrolled from in the next setting: Remove them from specific workflows

 

More info on these settings can be seen here: Understanding your workflow settings

 

Hope this helps.

 

Phil Vallender | HubSpot Website Agency
0 Votes
Phil_Vallender
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

unenrollement and supressions

Résolue

Hi @sharath

 

Yes, they will. Selecting that option removes the contact from all other workflows that they are currently in, regardless of purpose. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
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