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KaranArora
Member

How to ensure that for a date centred workflow past date emails are also sent for the new enrolments

SOLVE

Hi,

 

I am using a centre on date workflow but when a new enrolment happens to it then it does not send past dates' emails to the new enrolments. Is there a way? by which we can send all the past emails/sends on the enrollment and the further dates' emails/sends as planned on future dates

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to ensure that for a date centred workflow past date emails are also sent for the new enrolments

SOLVE

Hi @KaranArora,

 

Not really, unfortunately, that's not how date-centered workflows are set up. Have you considered creating multiple workflows? One regular workflow could trigger all crucial emails immediately and regardless of the date (e.g. confirmation email), the date-centered workflow would contain the optional ones (e.g. reminders) and the emails on the date itself or after.

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to ensure that for a date centred workflow past date emails are also sent for the new enrolments

SOLVE

Hi @KaranArora,

 

Not really, unfortunately, that's not how date-centered workflows are set up. Have you considered creating multiple workflows? One regular workflow could trigger all crucial emails immediately and regardless of the date (e.g. confirmation email), the date-centered workflow would contain the optional ones (e.g. reminders) and the emails on the date itself or after.

 

Hope this helps!

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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KaranArora
Member

How to ensure that for a date centred workflow past date emails are also sent for the new enrolments

SOLVE

Thanks Karsten

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