Lists, Lead Scoring & Workflows

MCross7
Member

Unenrolled because it was merged with another record

SOLVE

Good day, 

 

I'm not sure how to fix the issue of

  • Unenrolled because it was merged with another record

I have selected "YES" to "When two contacts are merged, should the newly created contact enroll..."

 

Why did it unenroll my customer?

Help!?

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

Unenrolled because it was merged with another record

SOLVE

Hi @MCross7,

 

If you workflow settings are set to unenroll contacts when they do not meet the enrollment criteria anymore, and if one enrollment criterion is the opt-in for a subscription type – then yes, this is very likely the cause.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unenrolled because it was merged with another record

SOLVE

Hi @MCross7,

 

Not out of the box, no. You would have to create a branch at the beginning of the workflow, checking whether a contact has already experienced certain steps (e.g. received email #1, email #2 etc). If so, you would just the "Go to action" option workflow to jump further down, skipping earlier actions.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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

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6 Replies 6
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Unenrolled because it was merged with another record

SOLVE

Hi @MCross7,

 

Did the merged record meet the workflow goal criteria, were they a member of a suppression list or did they not meet the enrollment criteria anymore?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
MCross7
Member

Unenrolled because it was merged with another record

SOLVE

Yes, Okay, I see that the new email address is not part of any subscription type. Would that be the issue? thank you for your help!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unenrolled because it was merged with another record

SOLVE

Hi @MCross7,

 

If you workflow settings are set to unenroll contacts when they do not meet the enrollment criteria anymore, and if one enrollment criterion is the opt-in for a subscription type – then yes, this is very likely the cause.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

MCross7
Member

Unenrolled because it was merged with another record

SOLVE

That's great! Thank you so much. That's what it was! 🙂 

Now the next question - is it possible to enrol the merged contact mid-way through the workflow? 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unenrolled because it was merged with another record

SOLVE

Hi @MCross7,

 

Not out of the box, no. You would have to create a branch at the beginning of the workflow, checking whether a contact has already experienced certain steps (e.g. received email #1, email #2 etc). If so, you would just the "Go to action" option workflow to jump further down, skipping earlier actions.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
MCross7
Member

Unenrolled because it was merged with another record

SOLVE

Fabulous!! Thank you so much for your help Karsten 🙂 

0 Upvotes