Lists, Lead Scoring & Workflows

mobedi
投稿者

Go To A Previous Step In the Workflow

解決

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?

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Go To A Previous Step In the Workflow

解決

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

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5件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Go To A Previous Step In the Workflow

解決

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
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KarthikC
トップ投稿者

Go To A Previous Step In the Workflow

解決

re-enroll manually?

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JMA1
参加者

Go To A Previous Step In the Workflow

解決

"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?

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Anonymous
適用対象外

Go To A Previous Step In the Workflow

解決

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!

 

 

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mobedi
投稿者

Go To A Previous Step In the Workflow

解決

Thanks for the quick reply.

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