Contacts re-enroll in a workflow, but never repeat its actions.

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I have a workflow which enrolls contacts from a Smartlist, tests if they haven't been emailed lately, and then offers them a piece of unseen lead development content. Re-enrollment is enabled and set to re-enroll contacts from that list.

 

While the re-enrollment works, contacts never actually repeat the workflow. This isn't my understanding of how that's supposed to work, from the documentation:

 

  • When a contact is re-enrolled, they will always start the workflow at the beginning. They will complete all actions and receive any automated emails again. 

I've tried this with a stripped-down version and list of test contacts, as well, where the only actions in the workflow are to send me an SMS and wait one minute. While test contacts re-enroll, they never restart the workflow.

 

 

What am I missing? 

 

 

 

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Community Thought Leader | Diamond Partner

Hey @JFS

 

If the workflow history doesn't show re-enrollment, then re-enrollment isn't working. 

 

When you use a smart list as the enrollement criteria, are the contacts coming off and back on to the list (after having completed the workflow)? If not, re-enrollment will not work. 

 

Does that help?

Phil Vallender | Inbound marketing for B2B technology companies

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Community Thought Leader | Diamond Partner

Hi @JFS

 

It sounds like it should work. Smart lists are supported for renrollment so that's not the issue.

 

Can you PM me a screenshot of your workflow so I can take a closer look? 

Cheers, Phil.

 

 

 

Phil Vallender | Inbound marketing for B2B technology companies
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New Contributor

With pleasure, it's making me crazy 🙂

 

Here's the simplest form of the workflow, with settings:

Simple WorkflowSimple WorkflowSettings 1Settings 1Settings 2Settings 2

And its history:

Capture4.PNG

 

In this iteration, the enrollment criteria is a static list membership. Replacing it with a Smartlist doesn't appear to make a difference.

 

The full workflow, with if/then branches to test for content, is harder to screencap - it's pretty big. Looking at the history, though, the same thing happens: a contact goes through the workflow actions, completes it, then never restarts the workflow.

 

The workflow history does not mention their re-enrollment, though checking the Contact entry will show they are a member of the workflow (with status "Completed").

 

Weird, right?

 

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Community Thought Leader | Diamond Partner

Hey @JFS

 

If the workflow history doesn't show re-enrollment, then re-enrollment isn't working. 

 

When you use a smart list as the enrollement criteria, are the contacts coming off and back on to the list (after having completed the workflow)? If not, re-enrollment will not work. 

 

Does that help?

Phil Vallender | Inbound marketing for B2B technology companies

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New Contributor

Ahhhhhh. 

 

If I'm following you correctly: if one of Smartlist X's criteria is that a contact not be active in workflow Y, and the enrollment criteria of workflow Y is membership in Smartlist X, there would be a loop that refreshed that contact's list membership (and therefore enrollment) when the workflow completed?

 

EDIT:  Tested and works. Thanks so much, Phil!

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