How to re-enroll after property is updated from workflow

[twj1522]

I have a workflow and in that workflow I want to check that a handful of properties have been filled in. If they haven't it sends a message to the contact owner to fill in those properties.

If they hav been filled in, it creates a ticket for another team member to to take steps in setting up/changing their service.

What I'm not sure how to handle is, if the properties aren't filled in and the workflow sends the notification message, how do I get those contacts re-enrolled once the properties are properly filled in without manually re-enrolling them. 

[karstenkoehler · Accepted solution]

Hi @twj1522,

I would separate the workflow that notifies about the missing field and the workflow that notifies about completion.

The second would simply enroll records when property 1 is known AND property 2 is known AND etc.

Best regards

[GauravSaxena · Accepted solution]

You can handle this effectively by following these steps:

1. Make all form properties mandatory:
When creating a contact via a form, ensure all property fields are required so no property is left unfilled.

2. Set up workflow triggers for missing properties:
If you want to send notifications for missing properties, include all those properties in your workflow triggers and set the condition to “property is unknown.” HubSpot will then automatically identify the missing properties you’ve selected and send internal notifications to prompt completion.

3. Enable re-enrollment in your workflow:
Most people miss this step, but it’s crucial:
- Go to Enrollment triggers in your workflow.
- Click “Re-enrollment” (near the top of the enrollment criteria box).
- Check “Allow contacts to re-enroll when any of these properties are updated.”
- Select the same properties that you’re monitoring in the trigger (e.g., Service Setup, Plan Type, Onboarding Complete).

Now, whenever any of these properties are updated, HubSpot will re-check the enrollment criteria and re-enroll the contact if they meet it.

4. Create two workflows for efficiency:
- Workflow 1: Checks for missing properties and sends reminder notifications.
- Workflow 2: Triggers ticket creation once all required properties are filled.

This approach ensures contacts are re-enrolled properly and tickets are only created once all necessary information is available.

[chighsmith]

Hi @twj1522,

Thank you for posting to the Community!

I understand that you want to automatically re-enroll contacts into a workflow after their properties are updated and filled in, so you don’t have to manually re-enroll them each time.

I'd like to tag in some of our Top Contributors to see if they have any suggestions on this -- Hi @CHawkins @FazleRabbihx and @sam_baybrad Do any of you have any ideas for @twj1522?

Cassie, Community Manager

[karstenkoehler · Accepted solution]

Hi @twj1522,

I would separate the workflow that notifies about the missing field and the workflow that notifies about completion.

The second would simply enroll records when property 1 is known AND property 2 is known AND etc.

Best regards

[twj1522]

I had thought about that initially, but for some reason I thought i would still run into issues, but I've figured out how to do it using 2 workflows. Thank you!