Lists, Lead Scoring & Workflows

katethedowry
Contributor

Enroll Contacts Based On Workflow Completion

SOLVE

If I want to enroll contacts in a workflow who have made it through all the actions in a workflow but did NOT meet the goal - Which option do I choose? 

 

enrollment_triggers.PNG

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Enroll Contacts Based On Workflow Completion

SOLVE

Hi @katethedowry,

 

None of these options would apply but we can work around that. Just hit "Update filter" and add a second trigger (combined by "AND"), see blow:

 

workflow-and.png

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Enroll Contacts Based On Workflow Completion

SOLVE

Hi Kate,

 

The options mentioned in the picture won't be applied here as the options do not match your requirements. When creating a new workflow you have applied the options “has met the goal” and “has completed the workflow” and then apply the filter to enrol the right contact.


View solution in original post

2 Replies 2
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Enroll Contacts Based On Workflow Completion

SOLVE

Hi Kate,

 

The options mentioned in the picture won't be applied here as the options do not match your requirements. When creating a new workflow you have applied the options “has met the goal” and “has completed the workflow” and then apply the filter to enrol the right contact.


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

Enroll Contacts Based On Workflow Completion

SOLVE

Hi @katethedowry,

 

None of these options would apply but we can work around that. Just hit "Update filter" and add a second trigger (combined by "AND"), see blow:

 

workflow-and.png

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.