Half stage WF enrollment

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Top Contributor

Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning)

 

Thanks!

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1 Accepted solution

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Solution
Regular Contributor | Partner

Hey Ricardo, 

 

You can manually enroll contacts one at a time from your contact list, or create a new list with a batch of contacts that you want to enroll and add that list to the enrollment criteria for the workflow. 

 

From there, you can add a "go to other action" block right after the enrollment step that will take those new contacts into whatever step you want in your workflow (skipping over other steps).  I use this newer workflow tool to simplify my more elaborate workflows. 

 

Here's a blog I wrote about that specific workflow module earlier this year. 

 

https://www.kelp.agency/blog/understanding-the-new-go-to-other-action-tool-in-hubspot-workflows

 

Hope this helps. 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

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Community Manager

Hi @RicardoCampos ,

 

Thanks for sharing your question in the Community.

 

Since there's one set of enrollment criteria for the overall workflow, you won't be able to enroll a contact from a certain action(stage). My recommendation is...

  1. Create separate workflows
  2. Create one workflow by using multiple if/then branches to determine that objects' route in the workflow

Hope this helps!


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0 Upvotes
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Top Contributor

Thanks @natsumimori 🙂 I knew that possibility but my WF are too complex to do that. 

Regards!

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Solution
Regular Contributor | Partner

Hey Ricardo, 

 

You can manually enroll contacts one at a time from your contact list, or create a new list with a batch of contacts that you want to enroll and add that list to the enrollment criteria for the workflow. 

 

From there, you can add a "go to other action" block right after the enrollment step that will take those new contacts into whatever step you want in your workflow (skipping over other steps).  I use this newer workflow tool to simplify my more elaborate workflows. 

 

Here's a blog I wrote about that specific workflow module earlier this year. 

 

https://www.kelp.agency/blog/understanding-the-new-go-to-other-action-tool-in-hubspot-workflows

 

Hope this helps. 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

View solution in original post

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Top Contributor

Thanks Joe, i´ll check it and i´ll share my feedback. 

Regards!

0 Upvotes
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Top Contributor

Joe, it works! Nice solution! It would be perfecto to have the "stage enrollment" option from the contact or list, but this solution es perfect! 

 

Thanks so much. 

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Regular Contributor | Partner

I agree a stage enrollment would be sweet! 

 

Glad this worked for you 🙂