Workflow doesn't seem to be working

[dwightbailey]

Can anyone tell me why this workflow isn't working?

[karstenkoehler]

Hi @dwightbailey,

Can you share a bit more context? How are you testing, what are you expecting to happen, what is happening instead?

Have you reviewed the workflow details page and checked the enrollment and action log? https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page

Best regards

[dwightbailey]

The workflow is to send a follow-up email to anyone that downloads something from the website IF they haven't been sent the email within the past 30 days.

1. a visitor to website downloads something (has to fill in form at first download)

2. this workflow should check if they were sent the follow-up email within the past 30 days OR never been sent one

3. if answer is yes, then wait 1 day and send them the follow-up email

4. apply a date stamp to a custom field that ensures they don't receive the same follow-up email within 30 days.

my feeling is the issue is the "or never" at point 2 - I haven't set this criteria in the workflow but I'd be glad iof you could confirm?

[karstenkoehler · Accepted solution]

Hi @dwightbailey,

Gotcha – in your branch, simply add "OR Last ... date is unknown". That should do the trick for the first ever enrollment of the contact.

Best regards