Lists, Lead Scoring & Workflows

RicardoCampos
Contributeur de premier rang

Half stage WF enrollment

Résolue

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

 

Thanks!

0 Votes
1 Solution acceptée
Joe-Kelp
Solution
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions

Half stage WF enrollment

Résolue

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

Voir la solution dans l'envoi d'origine

6 Réponses
Joe-Kelp
Solution
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions

Half stage WF enrollment

Résolue

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

RicardoCampos
Contributeur de premier rang

Half stage WF enrollment

Résolue

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
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions

Half stage WF enrollment

Résolue

I agree a stage enrollment would be sweet! 

 

Glad this worked for you 🙂

RicardoCampos
Contributeur de premier rang

Half stage WF enrollment

Résolue

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

Regards!

0 Votes
natsumimori
Gestionnaire de communauté
Gestionnaire de communauté

Half stage WF enrollment

Résolue

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!

0 Votes
RicardoCampos
Contributeur de premier rang

Half stage WF enrollment

Résolue

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

Regards!