Lists, Lead Scoring & Workflows

SFanning42
Membro

How to block future enrollments into a workflow and allow the remaining to complete the workflow

resolver

Hello,

 

I am trying to consolidate several different workflows into one master workflow. I want to allow members in an old workflow to finish it out while diverting any new members into the new workflow. 

 

I have blocked future enrollments while allowing current enrollments to complete the workflow in the past by adding a new initial trigger "create date" to a date before our company was established, but when I most recently did this it looks like it kicked out the current enrollments.

 

Did something change and/or is there a new best practice to do this? Thank you!

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How to block future enrollments into a workflow and allow the remaining to complete the workflow

resolver

Hi @SFanning42,

 

Can you please share a screenshot of the enrollment criteria of your old and new workflows?

 

If you're saying that contacts were kicked out, then probably because of this workflow settings:

 

karstenkoehler_0-1708756932377.png

Filtering for a pre-company-establishment create date would kick all contacts out then.

 

If that's the case, then things are a bit complicated now. If you want these contacts to complete their journey, you'd have to create filtered lists for each step of your workflow (e.g. contacts that received email 1 but not 2 and later, contacts that received email 2 but not 3 and later etc), then use branching logic and the "Go to action" workflow action in your new workflow to have these contacts not go through all steps but jump to later steps in the workflow.

 

After a few weeks / months, you could remove these branches.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How to block future enrollments into a workflow and allow the remaining to complete the workflow

resolver

Hi @SFanning42,

 

Can you please share a screenshot of the enrollment criteria of your old and new workflows?

 

If you're saying that contacts were kicked out, then probably because of this workflow settings:

 

karstenkoehler_0-1708756932377.png

Filtering for a pre-company-establishment create date would kick all contacts out then.

 

If that's the case, then things are a bit complicated now. If you want these contacts to complete their journey, you'd have to create filtered lists for each step of your workflow (e.g. contacts that received email 1 but not 2 and later, contacts that received email 2 but not 3 and later etc), then use branching logic and the "Go to action" workflow action in your new workflow to have these contacts not go through all steps but jump to later steps in the workflow.

 

After a few weeks / months, you could remove these branches.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva