Can a Workflow increment a value multiple times for a Contact?

[IMcMahon9]

Hello!

Thanks for reading this.  I have a workflow set up that is a small-scale scoring scheme.  The workflow is triggered by receiving a certain email.  There is a branch that asks if they have clicked on any link in the email.  If so, it increments by one.  The other branch is None met --> End. 

My question is this.  Is each contact run through throgh the workflow once, or will this workflow pick up on every click in the email no matter when it happens?  Will the workflow keep sniffing for the link clicks, or is it a one-shot.  I need a way to constantly monitor email clicks to increment a score.

Thanks very much, and have a great weekend.

[Jnix284 · Accepted solution]

Hi @IMcMahon9 happy to help with your question about the workflow.

This will depend on what you have configured for re-enrollment criteria and what the triggers are for the contact to be added to the workflow.

It is possible to incremementally add to a property so that the number increases each time the workflow runs.

It sounds like the way yours is built, it would only run the check once and then they are moved out of the workflow.

Can you share more details of how you have the workflow configured?

[Ben_M · Accepted solution]

If the workflow is setup to look for clicking an email, and as @Jnix284 mentions, if you setup re-enrollment criteria then someone will enter the workflow multiple times. But will they be sent the exact same email again to trigger this? For instance, will you open an email from a month ago and click it again? Or if you send it again in gmail and it tags it as part of a conversation, will someone go into it again to click if the text doesn't show because it thinks it's a duplicate?

What I would ask at this point is what is the overall goal you have for this? Is sales becoming informed by this to make decisions or reach out to this contact? Or is this for reporting purposes? What I would try to uncover is the need as that can lead to an effective strategy to accomplish the output you are looking to achieve.

[Lucila-Andimol · Accepted solution]

Hey @IMcMahon9 hope you are doing well.

So, as Jennifer said

this is going to depend on how you 'd set up the enrollment criteria of the WF.

A couple solutions come in mind,

1) You have you Wf sending the email and with the Goal "contact has click on link" ->Build a separed WF that will increment the Score by X point when the goal of the first WF is met. (you also add as trigger other WF here to do the same)

2) You can use the HubSpot Score property to set this up like this:

HubSpotScore_andimolWith this option you don't need to worry about re-enrollment (but of course each email should have this setup)

Hope this Helps

[Ben_M · Accepted solution]

If the workflow is setup to look for clicking an email, and as @Jnix284 mentions, if you setup re-enrollment criteria then someone will enter the workflow multiple times. But will they be sent the exact same email again to trigger this? For instance, will you open an email from a month ago and click it again? Or if you send it again in gmail and it tags it as part of a conversation, will someone go into it again to click if the text doesn't show because it thinks it's a duplicate?

What I would ask at this point is what is the overall goal you have for this? Is sales becoming informed by this to make decisions or reach out to this contact? Or is this for reporting purposes? What I would try to uncover is the need as that can lead to an effective strategy to accomplish the output you are looking to achieve.

[Jnix284 · Accepted solution]

Hi @IMcMahon9 happy to help with your question about the workflow.

This will depend on what you have configured for re-enrollment criteria and what the triggers are for the contact to be added to the workflow.

It is possible to incremementally add to a property so that the number increases each time the workflow runs.

It sounds like the way yours is built, it would only run the check once and then they are moved out of the workflow.

Can you share more details of how you have the workflow configured?