Lists, Lead Scoring & Workflows

mobedi
Mitwirkender/Mitwirkende

Go To A Previous Step In the Workflow

lösung

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 Upvotes
1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Go To A Previous Step In the Workflow

lösung

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

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
5 Antworten
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Go To A Previous Step In the Workflow

lösung

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 Upvotes
KarthikC
Stratege/Strategin

Go To A Previous Step In the Workflow

lösung

re-enroll manually?

0 Upvotes
JMA1
Teilnehmer/-in

Go To A Previous Step In the Workflow

lösung

"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 Upvotes
Anonymous
Nicht anwendbar

Go To A Previous Step In the Workflow

lösung

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 Upvotes
mobedi
Mitwirkender/Mitwirkende

Go To A Previous Step In the Workflow

lösung

Thanks for the quick reply.

0 Upvotes