Lists, Lead Scoring & Workflows

mobedi
Contributeur

Go To A Previous Step In the Workflow

Résolue

Is it possible to go to a previous step in a workflow and therefore simulate a loop for a few times until a condition is met?

0 Votes
1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Go To A Previous Step In the Workflow

Résolue

Hi @mobedi

 

Unfortunatly, this isn't supported currently. Enabling this would, I fear, make the workflow tool incredibly complicated to use. 

 

Your options are to:

 

  • Repeat the step in the workflow using the goal criteria to stop the process at the right time
  • Renroll the contact in the workflow repeatedly until and a condition was met that excluded them from enrolling

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Voir la solution dans l'envoi d'origine

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5 Réponses
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Go To A Previous Step In the Workflow

Résolue

Hi @mobedi

 

Unfortunatly, this isn't supported currently. Enabling this would, I fear, make the workflow tool incredibly complicated to use. 

 

Your options are to:

 

  • Repeat the step in the workflow using the goal criteria to stop the process at the right time
  • Renroll the contact in the workflow repeatedly until and a condition was met that excluded them from enrolling

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Votes
KarthikC
Contributeur de premier rang

Go To A Previous Step In the Workflow

Résolue

re-enroll manually?

0 Votes
JMA1
Participant

Go To A Previous Step In the Workflow

Résolue

"Repeat the step in the workflow using the goal criteria to stop the process at the right time"

 

What do you mean by this? How would I do that?

0 Votes
Anonymous
Non applicable

Go To A Previous Step In the Workflow

Résolue

Hi @JMA1,

 

I think what @Phil_Vallender is suggesting is to include the same action multiple times (like set the property --> set the property...etc.) and then have your goal set up so that once the desired step is complete, the contact is unenrolled. 

 

Hope that helps!

 

 

0 Votes
mobedi
Contributeur

Go To A Previous Step In the Workflow

Résolue

Thanks for the quick reply.

0 Votes