Lists, Lead Scoring & Workflows

seliav
Participant

Disable enrollment without turning off workflow

SOLVE

I'd like to be able to disabled enrollment for future users while still allowing users currently active to complete the workflow. The only way to do this right now is to remove all enrollment triggers, but I don't want to do that because then I don't have a record of how the workflow was initially set up / how contacts were enrolled. We are a season business so we only use certain workflows at certain times of year, and need to switch them off when it's time to move to a different kind, but we still let already enrolled users complete the workflow.

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Disable enrollment without turning off workflow

SOLVE

One way to handle temporary workflow enrollment restrictions ... WITHOUT turning off the workflow AND WITHOUT deleting the enrollment criteria is to simply add an additional 'AND' criteria that will stop enrollment. That way, your original enrollment critera remain intact AND enrollment effectively stops.


Example:

-1- Contact Create Date is after 1-1-2050.

-2- Contact Create Date is before 01/01/2001 -- i.e., long before HubSpot was born!

 

Your specific use case will determine the best temporary criteria to add.

- see image

 

Temporarily Disable Active HubSpot Workflow EnrollmentTemporarily Disable Active HubSpot Workflow Enrollment

 

 

Hope that helps.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

3 Replies 3
MFrankJohnson
Solution
Thought Leader

Disable enrollment without turning off workflow

SOLVE

One way to handle temporary workflow enrollment restrictions ... WITHOUT turning off the workflow AND WITHOUT deleting the enrollment criteria is to simply add an additional 'AND' criteria that will stop enrollment. That way, your original enrollment critera remain intact AND enrollment effectively stops.


Example:

-1- Contact Create Date is after 1-1-2050.

-2- Contact Create Date is before 01/01/2001 -- i.e., long before HubSpot was born!

 

Your specific use case will determine the best temporary criteria to add.

- see image

 

Temporarily Disable Active HubSpot Workflow EnrollmentTemporarily Disable Active HubSpot Workflow Enrollment

 

 

Hope that helps.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

ALeonard1
Participant

Disable enrollment without turning off workflow

SOLVE

Thanks for the answer! Quick note if you want to make sure that already enrolled contacts complete the workflow: make sure to go to the workflow Settings --> Unenrollment and suppression. Under "when a contact no longer meets these conditions..." make sure to choose "No, keep them in the workflow."

 

I messed this up and there is no way to activate it again where contacts go back to whatever step they were currently on. 😕

DianaGomez
Community Manager
Community Manager

Disable enrollment without turning off workflow

SOLVE

Hi @ALeonard1 thank you for sharing 🙂

 

Best, 

Diana


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