Half stage WF enrollment

[RicardoCampos]

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

Thanks!

[Joe-Kelp · Accepted solution]

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. 

[RicardoCampos]

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. 

[Joe-Kelp]

I agree a stage enrollment would be sweet! 

Glad this worked for you 🙂

[RicardoCampos]

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

Regards!

[natsumimori]

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!

[RicardoCampos]

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

Regards!