Quick question about workflow completions

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Occasional Contributor | Gold Partner

A couple things I need cleared up. 

 

  1. When is a workflow considered "completed"? When the workflow goal is met or when all actions of the workflow have taken place?
  2. If a workflow is considered complete when a goal is met, how can you create a workflow goal to be "contact has completed workflow x" and you can make the goal, the completion of the exact workflow you are working on. Isn't this kind of a glitch loop or am I conflating workflow goals to workflow completions and furthermore what would happen if you made your workflow goal to complete that workflow? Would that workflow neve meet the goal?

 

Someone please help

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Esteemed Contributor

I believe you're conflating goals with completions. Think of your workflow as a road you can complete it by following it to the end or you can take an exit ( complete the goal) to leave early. 

 

There should be seperate options for has completed x workflow and has met goal for x workflow. Your workflow is set up for one purpose or another with each step in it aimed to get closer to that goal.(Say filling out a form)

 

By defining a goal you allow HubSpot to remove contacts who've already filled out that form along the way somehow and don't need to continue to recieve emails/actions defined in the workflow aimed to get people to fill the form out.  

 

Sorry if that was a bit confusing but feel free to ask me anymore questions you may have.

Community Thought Leader

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Q: When is a workflow considered "completed"? When the workflow goal is met or when all actions of the workflow have taken place??

 

Short A: Both. HubSpot contact-based workflows are considered 'completed' when either the contact-based workflow goal is met OR when the last (non-delay) action in the contact-based workflow path fires.

 

Longer A:

When used, contact-based workflow goals should ALWAYS be made to test the overall objective of the workflow -- e.g., Lifecycle Stage = ?, form completed, etc.. Any other use of contact-based workflow goals that conflict with the overall objective of the workflow isn't considered best practice and is not recommended. (important)


- see Use goals in contact-based workflows (Marketing Hub)
- see Unenroll contacts in contact-based workflows with goals (Sales & Service Hub)

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

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2 Replies
Esteemed Contributor

I believe you're conflating goals with completions. Think of your workflow as a road you can complete it by following it to the end or you can take an exit ( complete the goal) to leave early. 

 

There should be seperate options for has completed x workflow and has met goal for x workflow. Your workflow is set up for one purpose or another with each step in it aimed to get closer to that goal.(Say filling out a form)

 

By defining a goal you allow HubSpot to remove contacts who've already filled out that form along the way somehow and don't need to continue to recieve emails/actions defined in the workflow aimed to get people to fill the form out.  

 

Sorry if that was a bit confusing but feel free to ask me anymore questions you may have.

Community Thought Leader

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: When is a workflow considered "completed"? When the workflow goal is met or when all actions of the workflow have taken place??

 

Short A: Both. HubSpot contact-based workflows are considered 'completed' when either the contact-based workflow goal is met OR when the last (non-delay) action in the contact-based workflow path fires.

 

Longer A:

When used, contact-based workflow goals should ALWAYS be made to test the overall objective of the workflow -- e.g., Lifecycle Stage = ?, form completed, etc.. Any other use of contact-based workflow goals that conflict with the overall objective of the workflow isn't considered best practice and is not recommended. (important)


- see Use goals in contact-based workflows (Marketing Hub)
- see Unenroll contacts in contact-based workflows with goals (Sales & Service Hub)

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

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