Lists, Lead Scoring & Workflows

AMbeboh
Mitglied

Enroll contact into a workflow

lösung

I am tryinto enroll markeitn contacts into our campaign workflow. And the recent contacts have moved to stage two of the flow instead of starting at the beginning. How do I rectify that and ensure the next contacts are enrolled into the beginning of the workflow instead of the stage where the other contacts are in

 

Thanks

 

A

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2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Well, then you should see the contacts under Recipients > Sent then. Are they there, @AMbeboh?

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

Beratungstermin mit Karsten vereinbaren

 

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Lösung in ursprünglichem Beitrag anzeigen

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karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh,

 

You could put it that way, yes, HubSpot will only show you how many contacts are in an action if they are there right now, see my above reply.

 

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.

Lösung in ursprünglichem Beitrag anzeigen

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17 Antworten
AMbeboh
Mitglied

Enroll contact into a workflow

lösung

That's great thanks for your help - I think i get it now.


A

0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh,

 

There is probably something happening which is making it look as if a contact enrolled at a later workflow action – but that's not what's going on. I've never experienced this in close to 10 years of using workflows. It's not impossible but unlikely.

 

Can you please share a screenshot of your workflow?

 

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.

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AMbeboh
Mitglied

Enroll contact into a workflow

lösung

I have attached a screen shot below - as you can see it should say 600 contacts in stage two and 600 in stage one. At the moment it seems they are all in the second stage. Not sure why that is

 

AMbeboh_0-1680096204575.pngAMbeboh_1-1680096235349.png

 

0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh,

 

This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. After moving on to the next action, the number will reduce again, usually to 0. This is expected behavior. Your contacts went through the earlier actions as well.

 

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.

AMbeboh
Mitglied

Enroll contact into a workflow

lösung

So the 600 contacts i enrolled this morning will receive the first email in that workflow?

As when i enrolled contacts to the workflow yesterday - the email 1 had the number of contacts enrolled for that email. 

This one tells me that the recent contacts are waiting to receive the next set of emails. I just need clarity on this. I am conscious that the recent contacts enrolled today will get the second email without the introduction email. 
I hope that makes sense

A

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karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh,

 

Have you clicked on the email (blue hyperlink in the workflow) and checked the Recipients tab > Not sent? Do any contacts appear there?

 

If not, they should be under Sent and have received the email.

 

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.

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AMbeboh
Mitglied

Enroll contact into a workflow

lösung

Yes i have - there are 0 contacts not sent there. 

A

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karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Well, then you should see the contacts under Recipients > Sent then. Are they there, @AMbeboh?

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.

0 Upvotes
AMbeboh
Mitglied

Enroll contact into a workflow

lösung

A-ah! I see we can assume that any contacts i add within the open time frame will be automatically put into the sent box. the only time i see them at the stage is when i am enrolling contacts outside of permitted times set for the workflow? 

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh,

 

You could put it that way, yes, HubSpot will only show you how many contacts are in an action if they are there right now, see my above reply.

 

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.

0 Upvotes
AMbeboh
Mitglied

Enroll contact into a workflow

lösung

One more question - re timings 

 

I changed the timings of the workflow to be active between 7am - 10am/11am every weekday. 

However it seems to be dafualting to previous active times. Any reason for this? Can't quite work it out.

 

Thanks


A

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karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh,

 

What makes you think it's defaulting to other times than you specified? Can you give an example?

Also, if I was able to answer your previous question, please mark my replies as accepted solutions 🙂

 

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.

0 Upvotes
AMbeboh
Mitglied

Enroll contact into a workflow

lösung

This is what makes me think so 

 

AMbeboh_0-1680100876765.png

THey should not be sending any emails outside the active time.


0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh,

 

What's making you think that emails are sent outside of these times? Do you have any examples?

 

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.

0 Upvotes
AMbeboh
Mitglied

Enroll contact into a workflow

lösung

Well i enrolled contacts a few minutes ago and they have moved to the stage two. So not sure why that is. As per the timings they should have been active till tomorrow morning

A

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karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Enroll contact into a workflow

lösung

Hi @AMbeboh, in that case, I'd recommend reaching out to HubSpot support direclty.

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.

0 Upvotes
AMbeboh
Mitglied

Enroll contact into a workflow

lösung

Ok thanks 

 

A

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