Lists, Lead Scoring & Workflows

jmatlow
Participant

Where did "Annual Recurring" go?

SOLVE

I have Marketing Hub pro.

I used to be able to set up annually recurring, automated birthday workflows.  When I selected the Birthdate custom property, it would give me an option to select "recur annually".

 

Where did that option go?

I can't set up Birthday emails without it.  

 

Attached is my current workflow.

Without the "recur annually" option, the workflow only sends to people who were born in 2023 or in the future. 

 

Help!

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Where did "Annual Recurring" go?

SOLVE

Hi @jmatlow,

 

If you want to achieve what you described, it doesn't make sense to follow the HubSpot recommendation pop-up here. You would have to set up the workflow as I explained in my previous reply if you want it to be yearly recurring.

 

Re-enrollment based on a date property does not achieve the same thing.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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6 Replies 6
Ben_M
Key Advisor

Where did "Annual Recurring" go?

SOLVE

If you select based on a date property, where you select the date in the workflow itself there is a checkbox option to have the workflow recur annually.  

0 Upvotes
jmatlow
Participant

Where did "Annual Recurring" go?

SOLVE

That's the thing @Ben_M, it's not there anymore.  There is no checkbox option to have it recur annually.
Check this out.

https://share.vidyard.com/watch/DiAo61jf32tqcc5oSffvNk?

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

Where did "Annual Recurring" go?

SOLVE

Hi @jmatlow,

 

It looks like you created a blank contact-based workflow, however you need to create contact-based > Contact date property workflow:

 

karstenkoehler_0-1679374977054.png

 

In this workflow type, you have the annually recurring option:

 

karstenkoehler_1-1679375028367.png

 

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 Upvotes
jmatlow
Participant

Where did "Annual Recurring" go?

SOLVE

You know what, I just figured it out.  I have been using the "select a date" to build the workflow (I just did it the other way as an example above). 

 

However, I've been selecting the "Delay Until Date" option. (see attached video).   Apparently this is new functionality that doesn't work in any way I'd assume it does.  

 

When I disregard that feature, it shows the Specify A Date.

 

https://share.vidyard.com/watch/uWhbYgdD22pA4LqSjdgvrW?

 

thank you!

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

Where did "Annual Recurring" go?

SOLVE

Hi @jmatlow,

 

If you want to achieve what you described, it doesn't make sense to follow the HubSpot recommendation pop-up here. You would have to set up the workflow as I explained in my previous reply if you want it to be yearly recurring.

 

Re-enrollment based on a date property does not achieve the same thing.

 

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.

jmatlow
Participant

Where did "Annual Recurring" go?

SOLVE

you are absolutely right. as a note to others, disregard this functionality to Delay Until Date action.  Click No Thanks.

 

 

delay until action.png

0 Upvotes