Tips, Tricks & Best Practices

BSheehy
Participant

Workflow Enrollement Triggers

SOLVE

I have a workflow with an Enrollement trigger on the Contact that sends specific emails to the enrolled Contacts after 1, 14, 30 and 60 days.

 

If the Contact fails the Enrollement trigger at a later stage in the workflow after they have been initailly enrolled are they automatically removed from the workflow or do I have to check the enrollement criteria at each stage. 

 

For example Contact A meets the Enrollement criteria is enrolled and the email is sent to them on 1 and 14 days. Between 14 and 30 days the Contract properties are updated and they no longer meet the initial enrollement trigger will they be removed automatically from the workflow or do I have to chek the criteria before I send each email ? 

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

Workflow Enrollement Triggers

SOLVE

Hi @BSheehy,

 

You can specify this behavior in the Settings tab of the workflow:

 

karstenkoehler_0-1656410429570.png

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
BSheehy
Participant

Workflow Enrollement Triggers

SOLVE

Thanks Karsten the quick reply and solution is much appreciated.

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

Workflow Enrollement Triggers

SOLVE

Hi @BSheehy,

 

You can specify this behavior in the Settings tab of the workflow:

 

karstenkoehler_0-1656410429570.png

 

Hope this helps!

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.