Lists, Lead Scoring & Workflows

Alister_D
Participante

Keep contacts enrolled in a workflow after they meet your goal

resolver

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 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Keep contacts enrolled in a workflow after they meet your goal

resolver

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

Ver la solución en mensaje original publicado

2 Respuestas 2
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Keep contacts enrolled in a workflow after they meet your goal

resolver

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
Participante

Keep contacts enrolled in a workflow after they meet your goal

resolver

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

0 Me gusta