Lists, Lead Scoring & Workflows

MWilliams3
Colaborador(a)

Re-enrollment

resolver

Hi, 

 

I have a workflow that follows the follow route; 

 

1) Complete form (trigger)

2) If/Then sequences dependant on form attributes

 

I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. People don't seem to be triggering the workflow once the form is completed for the 2nd time. 

 

I can't for the life of me find out where I can edit the re-enrollment settings to check them, I'm pretty sure I'd set them to allow re-enrollment. 

 

1) Where can I find them to check? 

2) If I did - where should I look to find my error?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Re-enrollment

resolver

Hi @MWilliams3,

 

You can find re-enrollment settings here:

 

karstenkoehler_1-1664186489247.png

 

If this is enabled already, could you specify what makes you think that contacts are not re-enrolling? (If your follow-up action is sequence enrollment, keep in mind that a contact can only be enrolled in one sequence at a time.)

 

Best regards!

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.

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2 Respostas 2
MWilliams3
Colaborador(a)

Re-enrollment

resolver

Thank you, i'd allowed re-enrollment, but not when they filled out the form 🤡

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Re-enrollment

resolver

Hi @MWilliams3,

 

You can find re-enrollment settings here:

 

karstenkoehler_1-1664186489247.png

 

If this is enabled already, could you specify what makes you think that contacts are not re-enrolling? (If your follow-up action is sequence enrollment, keep in mind that a contact can only be enrolled in one sequence at a time.)

 

Best regards!

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.

0 Avaliação positiva