Lists, Lead Scoring & Workflows

DanaS
Member

Different workflow goals for different branches?

SOLVE

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 Upvotes
2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Different workflow goals for different branches?

SOLVE

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 | Inbound marketing for B2B technology companies

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Different workflow goals for different branches?

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Different workflow goals for different branches?

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Different workflow goals for different branches?

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Jeanisrad
Participant

Different workflow goals for different branches?

SOLVE

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 Upvotes
Phil_Vallender
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Different workflow goals for different branches?

SOLVE

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

Phil Vallender | Inbound marketing for B2B technology companies
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Different workflow goals for different branches?

SOLVE

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 | Inbound marketing for B2B technology companies