Re enrollment checkboxes

[DGarcia18]

Hi everyone,

I have a contact-based workflow with the following enrollment triggers:

• Country is any of United States

• State is not equal to any of California or is empty

• Email Opt Out is any of No

I want contacts to be re-enrolled only when they meet all these conditions again.

However, when I enable re-enrollment and check all the boxes, HubSpot re-enrolls contacts when any one of those properties changes and meets its condition, not necessarily when all are true at the same time.
On the other hand, if I leave all checkboxes unchecked, contacts never re-enroll automatically.

Is there any way to configure re-enrollment so that all the trigger conditions must be true simultaneously before re-enrollment happens? 

[karstenkoehler · Accepted solution]

Hi @DGarcia18,

Happy to help here.

---

@DGarcia18 wrote:

However, when I enable re-enrollment and check all the boxes, HubSpot re-enrolls contacts when any one of those properties changes and meets its condition, not necessarily when all are true at the same time.

---

HubSpot will only enroll or re-enroll a contact if all enrollment criteria are met / hold true.

Re-enrollment triggers define when a record can be enrolled again – but the regular enrollment criteria (the main “enrollment triggers” section) must still be true at that time.

Are you 100% sure this is not the case? If so, this would be a bug and I'd recommend flagging with HubSpot support.

In general, I'm not sure I understand what exactly should trigger re-enrollment. It sounds like you may want to re-enroll a record whenever someone updates the Country field – and when the other criteria are true. Is that the case? If you could share a bit more context about the expected behavior, leaving the HubSpot logic aside for a moment, that'll help.

Best regards

[karstenkoehler · Accepted solution]

@DGarcia18 marketing contact status is a billing feature, not a consent (opt-in) feature – are you aware of that? https://knowledge.hubspot.com/records/marketing-contacts

That means there is no predetermined link between the location of a contact and whether they are billable or not.

Marketing contact status, as a billing feature, can always be removed when:

• Email address is unknown OR
• Unsubscribed form all email is True OR
• Invalid email is True OR
• Email hard bounce reason is known

In a workflow that has these enrollment criteria, simply enable re-enrollment for all.

If you're trying to set the opt-in based on the location of a contact, why is re-enrollment an issue at all? Simply set the opt-in once, for example, based on the location of a contact. If they opt out, this will be automatically documented in their subscription preferences. If they opt back in, no need for a workflow to update any additional consent preferences.

If you want a workflow to re-grant marketing contact status when a contact opts back in, simply create a workflow that re-enrolls based on:

• Email address is known AND
• Unsubscribed form all email is not True AND
• Invalid email is not True AND
• Email hard bounce reason is unknown AND
• Completion of the workflow suggested above

All of the above must be true for a contact to re-enroll so you can check all boxes.

Unless there's more than what you shared, that should solve your issue.

[karstenkoehler · Accepted solution]

Hi @DGarcia18,

Happy to help here.

---

@DGarcia18 wrote:

However, when I enable re-enrollment and check all the boxes, HubSpot re-enrolls contacts when any one of those properties changes and meets its condition, not necessarily when all are true at the same time.

---

HubSpot will only enroll or re-enroll a contact if all enrollment criteria are met / hold true.

Re-enrollment triggers define when a record can be enrolled again – but the regular enrollment criteria (the main “enrollment triggers” section) must still be true at that time.

Are you 100% sure this is not the case? If so, this would be a bug and I'd recommend flagging with HubSpot support.

In general, I'm not sure I understand what exactly should trigger re-enrollment. It sounds like you may want to re-enroll a record whenever someone updates the Country field – and when the other criteria are true. Is that the case? If you could share a bit more context about the expected behavior, leaving the HubSpot logic aside for a moment, that'll help.

Best regards

[DGarcia18]

Thanks for the clarification, Karsten.

Yes, the expected behavior is that a contact should enroll and re-enroll only when all three conditions in the trigger are met, specifically, when Country, State Text, and Email Opt Out together match the enrollment criteria.

However, during testing, the contact was enrolled just because “Email Opt Out = No”, even though the other conditions weren’t met.

I also reached out to HubSpot Support, and they confirmed that to ensure all conditions are evaluated simultaneously, I’d need to create an active list that reflects the combined criteria and then use that list as the single enrollment (and re-enrollment) trigger for all workflows.

However, I’m a bit concerned about this approach since it would mean updating every workflow to rely on that list instead of the existing trigger setup.

[karstenkoehler]

@DGarcia18 I think that you're going about this the wrong way. Technically, it is very unlikely that all three criteria are met at the exact same time ever.

It sounds like you only want the workflow to reenroll records when all fields are set to the desired value at the exact same time. Neither is this possible, nor will that ever occur in day to day work, at least not by the millisecond.

Coming back to my previous reply, can you please describe what you're trying to achieve without referring to HubSpot technicalities? What is the purpose / goal of this workflow?

Since filter 2 and 3 filter for something being absent, you should be all good with reenrolling purely on the country value change - unless there's something you haven't shared yet.

[DGarcia18]

Thanks, Karsten.

The goal of this workflow is to update the marketing contact status and subscription types when someone belongs to a “no opt-in required” country, in this case, when the Country is United States and the State is anything other than California.

I agree that re-enrolling based on Country changes makes sense. However, my concern is that during testing, I submitted a form that included both Country (United States) and State (California), and when the contact was created in HubSpot, it automatically enrolled in the workflow the first time solely because of the Email Opt Out field, according to the action logs.

[karstenkoehler · Accepted solution]

@DGarcia18 marketing contact status is a billing feature, not a consent (opt-in) feature – are you aware of that? https://knowledge.hubspot.com/records/marketing-contacts

That means there is no predetermined link between the location of a contact and whether they are billable or not.

Marketing contact status, as a billing feature, can always be removed when:

• Email address is unknown OR
• Unsubscribed form all email is True OR
• Invalid email is True OR
• Email hard bounce reason is known

In a workflow that has these enrollment criteria, simply enable re-enrollment for all.

If you're trying to set the opt-in based on the location of a contact, why is re-enrollment an issue at all? Simply set the opt-in once, for example, based on the location of a contact. If they opt out, this will be automatically documented in their subscription preferences. If they opt back in, no need for a workflow to update any additional consent preferences.

If you want a workflow to re-grant marketing contact status when a contact opts back in, simply create a workflow that re-enrolls based on:

• Email address is known AND
• Unsubscribed form all email is not True AND
• Invalid email is not True AND
• Email hard bounce reason is unknown AND
• Completion of the workflow suggested above

All of the above must be true for a contact to re-enroll so you can check all boxes.

Unless there's more than what you shared, that should solve your issue.

[DGarcia18]

Yes, I’m aware that the marketing contact status is different, but those are the actions defined for this particular workflow.

I understand what you’re saying about re-enrollment, and I agree that it’s not really an issue for this workflow.
However, the case I’m referring to is that a contact was created and enrolled in this workflow for the first time solely because the Email Opt Out field was set to “No” even if the other conditions weren't met.

[DGarcia18 · Accepted solution]

I know why this happened, it’s a timing issue. The contact was enrolled in the workflow because, at the moment of creation, the State text field was still empty. A few seconds later, the State value was populated.

Thank you so much for your help; I now have a much better understanding of how re-enrollments work.