Lists, Lead Scoring & Workflows

RicardoCampos
Top Contributor

Half stage WF enrollment

SOLVE

Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning)

 

Thanks!

0 Upvotes
1 Accepted solution
Joe-Kelp
Solution
Contributor | Partner
Contributor | Partner

Half stage WF enrollment

SOLVE

Hey Ricardo, 

 

You can manually enroll contacts one at a time from your contact list, or create a new list with a batch of contacts that you want to enroll and add that list to the enrollment criteria for the workflow. 

 

From there, you can add a "go to other action" block right after the enrollment step that will take those new contacts into whatever step you want in your workflow (skipping over other steps).  I use this newer workflow tool to simplify my more elaborate workflows. 

 

Here's a blog I wrote about that specific workflow module earlier this year. 

 

https://www.kelp.agency/blog/understanding-the-new-go-to-other-action-tool-in-hubspot-workflows

 

Hope this helps. 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

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6 Replies 6
Joe-Kelp
Solution
Contributor | Partner
Contributor | Partner

Half stage WF enrollment

SOLVE

Hey Ricardo, 

 

You can manually enroll contacts one at a time from your contact list, or create a new list with a batch of contacts that you want to enroll and add that list to the enrollment criteria for the workflow. 

 

From there, you can add a "go to other action" block right after the enrollment step that will take those new contacts into whatever step you want in your workflow (skipping over other steps).  I use this newer workflow tool to simplify my more elaborate workflows. 

 

Here's a blog I wrote about that specific workflow module earlier this year. 

 

https://www.kelp.agency/blog/understanding-the-new-go-to-other-action-tool-in-hubspot-workflows

 

Hope this helps. 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

RicardoCampos
Top Contributor

Half stage WF enrollment

SOLVE

Joe, it works! Nice solution! It would be perfecto to have the "stage enrollment" option from the contact or list, but this solution es perfect! 

 

Thanks so much. 

Joe-Kelp
Contributor | Partner
Contributor | Partner

Half stage WF enrollment

SOLVE

I agree a stage enrollment would be sweet! 

 

Glad this worked for you 🙂

RicardoCampos
Top Contributor

Half stage WF enrollment

SOLVE

Thanks Joe, i´ll check it and i´ll share my feedback. 

Regards!

0 Upvotes
natsumimori
Community Manager
Community Manager

Half stage WF enrollment

SOLVE

Hi @RicardoCampos ,

 

Thanks for sharing your question in the Community.

 

Since there's one set of enrollment criteria for the overall workflow, you won't be able to enroll a contact from a certain action(stage). My recommendation is...

  1. Create separate workflows
  2. Create one workflow by using multiple if/then branches to determine that objects' route in the workflow

Hope this helps!

0 Upvotes
RicardoCampos
Top Contributor

Half stage WF enrollment

SOLVE

Thanks @natsumimori 🙂 I knew that possibility but my WF are too complex to do that. 

Regards!