Lists, Lead Scoring & Workflows

DanaS
メンバー

Different workflow goals for different branches?

解決

Hi everyone,

 

I know you can choose multiple goals for one workflow, however, I'm wondering if it's possible to create different workflow goals for different branches within the same workflow? For instance, if I have a workflow with 4 splits/branches, does HubSpot in any way allow for each of those 4 branches to have unique goals that are independent of each other?

 

Thanks for any insights that can be provided!

0 いいね!
2件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Different workflow goals for different branches?

解決

Hi @DanaS 

 

There is no built in way to do this - although it could be an interesting idea. As a workaround, you could just set a custom property to a different value at the end of each branch and use that as a kind of goal. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

元の投稿で解決策を見る

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Different workflow goals for different branches?

解決

Hi @DanaS,

 

As another workaround, you could enroll each branch of the workflow into another workflow – each with their own goals. With 4 branches, you'd have 5 workflows total then.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

元の投稿で解決策を見る

5件の返信
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Different workflow goals for different branches?

解決

Hi @Jeanisrad,

 

This comes down to personal preference. Sending contacts into other workflows and thus linking them just increases complexity a bit more than working with separate workflows to begin with. I like to "containerize" automated actions.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Different workflow goals for different branches?

解決

Hi @DanaS,

 

As another workaround, you could enroll each branch of the workflow into another workflow – each with their own goals. With 4 branches, you'd have 5 workflows total then.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Jeanisrad
参加者

Different workflow goals for different branches?

解決

Karsten, is this still the best solution you know?
Alternately, can you have one branch go through the workflow and another branch enroll in another workflow (wasn't sure if the first branch would cancel the second one out)?

0 いいね!
Phil_Vallender
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Different workflow goals for different branches?

解決

That's a great idea @karstenkoehler ! - Lotta' workflows though 😂

Phil Vallender | HubSpot Website Agency
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Different workflow goals for different branches?

解決

Hi @DanaS 

 

There is no built in way to do this - although it could be an interesting idea. As a workaround, you could just set a custom property to a different value at the end of each branch and use that as a kind of goal. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency