Oct 12, 2020 10:43 AM
At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. For example, when we set a deal property as an enrollment criteria in a workflow, it isn’t possible to use that same criterion for re-enrollment.
This becomes an impediment when we want to execute certain actions with the associated contact that are only available on contact-based workflows such as adding/removing a contact to a static list, managing the contact subscriptions or adding/removing a contact from an ad audience.
As a workaround to this re-enrollment issue, we can use a contact property as an intermediary between one non contact-based workflow and a contact-based workflow. In this example, we will use an intermediary property to allow for a kind of ‘re-enrollment’ based on deal properties.
I would like to send an internal email notification whenever a deal name is ‘Example Deal’.
Part 1: Create Intermediary Property
Create a contact property to act as an intermediary between the deal and contact-based workflows.
Part 2: Create Deal-Based Workflow to Update Intermediary Contact Property
Create a deal-based workflow to update this contact property.
Part 3: Use Property as Enrollment and Re-Enrollment Criteria in Contact-Based Workflow
Returning to the contact-based workflow, use the custom property as an enrollment trigger.
Do also note:
Hope this helps!