Lists, Lead Scoring & Workflows

mickeyschlut
投稿者

Workflow Issue

解決

Hi all,

 

I put together a workflow for a webinar my agency is putting together, but when the initial email went out, only 203 of the 800 contacts enrolled in the workflow recieved the email and only 203 were sent. It was supposed to go out to all 800. Granted we did have 117 people on the email list to not enroll, so I am wondering about the 400+ contacts that didn't receieve the invitation email. I looked and it appears that they didn't recieve the email and actually skipped to an if then branch after the workflow went live even though the email should have went out. So I am wondering if anyone has had experience with this or knows a way to work around it so I can find those 400+ contacts and send them an email. 

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warrendavey
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Workflow Issue

解決

@mickeyschlut - I answered your question as part of our daily youtube video responses.

 

You can find the video here: http://youtu.be/wkuP3EUbrJM?hd=1

 

You probably need to follow the bread crumbs through the workflow history to find out why it didn't trigger. Probably criteria that wasn't met for the if/then or a timing issue.  Sometimes I find that I am missing one item in the criteria or that somehow a property was changed on the records I'm trying to enroll.  Once you find the culprit it is best to manually enroll or let the workflow try again for enrollment.  

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk

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warrendavey
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Workflow Issue

解決

@mickeyschlut - I answered your question as part of our daily youtube video responses.

 

You can find the video here: http://youtu.be/wkuP3EUbrJM?hd=1

 

You probably need to follow the bread crumbs through the workflow history to find out why it didn't trigger. Probably criteria that wasn't met for the if/then or a timing issue.  Sometimes I find that I am missing one item in the criteria or that somehow a property was changed on the records I'm trying to enroll.  Once you find the culprit it is best to manually enroll or let the workflow try again for enrollment.  

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk

mickeyschlut
投稿者

Workflow Issue

解決

This is awesome, I am going to go through the workflow now and try to find the trail as to why this occured. Thank you for the super informative video! It was just what I was looking for.

warrendavey
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Workflow Issue

解決

@mickeyschlut  - No problem. Feel free to subscribe to the channel.  We will be adding more and more each day.

 

Also, please mark my answer reply as a solution so others can benefit.

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk

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