Lists, Lead Scoring & Workflows

mobedi
Contributor

Go To A Previous Step In the Workflow

SOLVE

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 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Go To A Previous Step In the Workflow

SOLVE

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 | Inbound marketing for B2B technology companies

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5 Replies 5
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Go To A Previous Step In the Workflow

SOLVE

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 | Inbound marketing for B2B technology companies
0 Upvotes
KarthikC
Top Contributor

Go To A Previous Step In the Workflow

SOLVE

re-enroll manually?

0 Upvotes
JMA1
Participant

Go To A Previous Step In the Workflow

SOLVE

"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
Not applicable

Go To A Previous Step In the Workflow

SOLVE

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
Contributor

Go To A Previous Step In the Workflow

SOLVE

Thanks for the quick reply.

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