Lists, Lead Scoring & Workflows

mobedi
Colaborador

Go To A Previous Step In the Workflow

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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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1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Go To A Previous Step In the Workflow

resolver

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

Ver la solución en mensaje original publicado

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5 Respuestas 5
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Go To A Previous Step In the Workflow

resolver

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
Colaborador líder

Go To A Previous Step In the Workflow

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re-enroll manually?

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JMA1
Participante

Go To A Previous Step In the Workflow

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"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
No aplicable

Go To A Previous Step In the Workflow

resolver

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
Colaborador

Go To A Previous Step In the Workflow

resolver

Thanks for the quick reply.

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