Lists, Lead Scoring & Workflows

Alister_D
Participant

Keep contacts enrolled in a workflow after they meet your goal

SOLVE

We have a workflow that distributes content to contacts over two weeks.

 

We have goals set up to determine the number of people who bought products during that time, but want them to keep receiving the rest of content in the workflow even if/when they meet the goal.

 

Am I understanding it correctly that contacts are automatically unenrolled in workflows when they meet a goal? Is there a way to avoid this, or is there an alternative approach to achieve the same objective?

 

Any help much appreciated!

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Keep contacts enrolled in a workflow after they meet your goal

SOLVE

Hi @Alister_D 

 

Contacts are indeed unerolled from a workflow when the meet the configured goal condition. 

 

The solution to your need is probably to create a seperate smart list that collects contacts who meet your goal while the remain in the workflow until the end. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Keep contacts enrolled in a workflow after they meet your goal

SOLVE

Hi @Alister_D 

 

Contacts are indeed unerolled from a workflow when the meet the configured goal condition. 

 

The solution to your need is probably to create a seperate smart list that collects contacts who meet your goal while the remain in the workflow until the end. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
Alister_D
Participant

Keep contacts enrolled in a workflow after they meet your goal

SOLVE

Thanks @Phil_Vallender! I thought that might be the best solution.

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