Lists, Lead Scoring & Workflows

DCrinnion
Contributor

Members of Suppression Lists in Workflows

SOLVE

Hi All,

 

I am very confused with our supression lists at the moment as it seems as though people are not able to get through a workflow due to being on a supression list even though they are not an active member on one of the supression lists in the workflow. i.e. this contact Nattavipa.

 

On our routing workflow it says in Enrollment History that he did not join due to being part of a suppression list. Firstly on his List Memberships he is not currently part of a suppression list for this workflow, so I guess the question is; does list membership history have an affect on workflow enrollment? As his old email (one of his emails) would have been on a suppression list however he is not actively on one. I have attached images below of the supression lists on the workflow and the lists he is actively a member of.
hs com 1.pnghs com 2.pnghs com 3.png




0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Members of Suppression Lists in Workflows

SOLVE

Hi @DCrinnion,

 

This is hard to say from a distance, without being able to poke around your portal. My hypothesis would be that the contact was on a suppression list at the time of the first attempted enrollment and now they're not anymore. If the suppression lists are filtering based on email or email domain and if the email address was since updated, that would also explain why.

 

Generally I find exclusion and inclusion in HubSpot workflows very reliable - but of course, contacts will enter and leave active lists as they meet or do not meet list criteria anymore. That's probably what's going on here.

 

I'm not aware of a way to see list membership of a contact at specific points in the past. If you want an official confirmation on my above hypothesis, you would have to either investigate deeper into the list criteria and changes on the contact record yourself or reach out to HubSpot support.

 

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.

View solution in original post

JustinPerkinsC
Solution
Top Contributor

Members of Suppression Lists in Workflows

SOLVE

Likely you might be up against a re-enrollment issue which comes up often for me if they had been suppressed previously and trying to get them back into the active workflow. I found a lot more success building all my workflow criteria into an active list versus in a workflow to manage the re-enrollment a lot better of a specific contact.

On the workflow level do you allow someone to re-enroll when the criteria are met? Also, have you tried doing a test on the workflow level to see if it would allow them in? If not that's a good sign something is blocking them from getting added in and helps in the process of tracking down what. 

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin

View solution in original post

2 Replies 2
JustinPerkinsC
Solution
Top Contributor

Members of Suppression Lists in Workflows

SOLVE

Likely you might be up against a re-enrollment issue which comes up often for me if they had been suppressed previously and trying to get them back into the active workflow. I found a lot more success building all my workflow criteria into an active list versus in a workflow to manage the re-enrollment a lot better of a specific contact.

On the workflow level do you allow someone to re-enroll when the criteria are met? Also, have you tried doing a test on the workflow level to see if it would allow them in? If not that's a good sign something is blocking them from getting added in and helps in the process of tracking down what. 

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Members of Suppression Lists in Workflows

SOLVE

Hi @DCrinnion,

 

This is hard to say from a distance, without being able to poke around your portal. My hypothesis would be that the contact was on a suppression list at the time of the first attempted enrollment and now they're not anymore. If the suppression lists are filtering based on email or email domain and if the email address was since updated, that would also explain why.

 

Generally I find exclusion and inclusion in HubSpot workflows very reliable - but of course, contacts will enter and leave active lists as they meet or do not meet list criteria anymore. That's probably what's going on here.

 

I'm not aware of a way to see list membership of a contact at specific points in the past. If you want an official confirmation on my above hypothesis, you would have to either investigate deeper into the list criteria and changes on the contact record yourself or reach out to HubSpot support.

 

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.