1 Accepted solution
Keeping track of multiple nurture workflows
SOLVEHi @yoni_grys ,
If your suppression lists are getting a bit out of hand/too complicated, I suggest taking a look at using HubSpot's unerollment triggers.
Adding unenrollment triggers to a workflow will do one of three things:
- If a record is not currently enrolled in the workflow and meets the unenrollment triggers: the record will not be enrolled in the workflow even if they meet the enrollment triggers at a later time.
- If a record is currently enrolled in the workflow and meets the unenrollment triggers: the record will be immediately unenrolled from the workflow.
- If a record is currently enrolled in the workflow and does not meet the unenrollment triggers: the record will remain in the workflow. However, if it meets the unenrollment triggers at a later time (while still active in the workflow), it will be unenrolled at that time.
Add unenrollment triggers to a workflow
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of the workflow.
- Click the Settings tab.
- In the left sidebar, click Unenrollment and suppression.
- In the right pane, set an unenrollment trigger. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000.
- To add multiple unenrollment triggers, click AND or OR.
- After setting your unenrollment triggers, click Save.
Here is a KB article you can reference as well. Hope this helps!
Keeping track of multiple nurture workflows
SOLVEHi @yoni_grys ,
If your suppression lists are getting a bit out of hand/too complicated, I suggest taking a look at using HubSpot's unerollment triggers.
Adding unenrollment triggers to a workflow will do one of three things:
- If a record is not currently enrolled in the workflow and meets the unenrollment triggers: the record will not be enrolled in the workflow even if they meet the enrollment triggers at a later time.
- If a record is currently enrolled in the workflow and meets the unenrollment triggers: the record will be immediately unenrolled from the workflow.
- If a record is currently enrolled in the workflow and does not meet the unenrollment triggers: the record will remain in the workflow. However, if it meets the unenrollment triggers at a later time (while still active in the workflow), it will be unenrolled at that time.
Add unenrollment triggers to a workflow
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of the workflow.
- Click the Settings tab.
- In the left sidebar, click Unenrollment and suppression.
- In the right pane, set an unenrollment trigger. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000.
- To add multiple unenrollment triggers, click AND or OR.
- After setting your unenrollment triggers, click Save.
Here is a KB article you can reference as well. Hope this helps!
