hubspot workflow re enrollment. The trigger can enroll each deal only once. hubspot workflow re enrollment

 
 The trigger can enroll each deal only oncehubspot workflow re enrollment  Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property

All of our major relationship data is stored on the company record, so not being able to update company record. You can add up to 250 filters to a workflow's enrollment triggers. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. Creating a list of bounced contacts. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. g. A customer health score is the best metric to help you determine whether a customer is planning to stay with your brand or leave your brand. I recommend creating a separate workflow for each contact owner with a meeting link. Once I've added this additional enrollment criteria I get prompted by HubSpot if I'd like to. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the left sidebar, click Unenrollment and suppression. 11 months after the enrollment, it'll check if the date is still 11 months old - as it can also be refreshed by other things like form submissions. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. Could you explain what you're trying to achieve. Then it dawned me that I could use a Seventh Sense webhook to re-enroll a contact based on any criteria or property I desired. The trigger can enroll each deal only once. This is particularly useful for integrations that take contact data and display them in a different interface. In the workflow editor, click the + plus icon. HubSpot Re-Enrollment can be very complex. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Enrol in Workflow B, the no further action; or Is the user enrolled in. It waits for the first workflow to set 30 day re-enrollment trigger to "Yes", clears the property, waits 30 days and then sets it to "Yes" again – which will make the deal re-enroll in the first workflow (see second group of enrollment criteria in first workflow). Sequence Enrollment Limit via Workflow. For example, enrolling a contact into a contact workflow, every time a contact property value changes. From this workflow, we. Hope this helps! Hello, Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property. We use cookies to make HubSpot's community a better place. Then enroll contact into static list. (uber important) - see image excerpt . If another company is added, it would enroll as a new company. In this case the condition i attached is to create the deal, so what expect to check is: If the company has associated deals (the company might have other. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. That's it. Your best option is usually to build a contact-based list that contains contacts which were enrolled in the workflow but not successfully sent the email. In the top left of the workflow editor, click Details. We have ~200 webinars a year and want to save specific information after a contact has registered and do a follow up after the webinar for attendees and non-attendees. Custom url is known. Specific date. Get a demo to learn about our premium software, or get. However, the trigger criteria is to submit a form and when testing it the workflow won't work. Additionally. My approach to a solution would be a main workflow and a second workflow which in. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. The sequence editor will open up and see a blank canvas. Defining the HubSpot Workflow. . For example, enrolling a contact into a contact workflow, every time a contact property value changes. At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. Manually relaunch a workflow. To further refine your trigger, click Add refinement. If the step changes, the option to call it is still "NO" and the workflow ends. Question 58. e. Only properties of the same object can be used in a workflow for re-enrollment, e. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. In your HubSpot account, navigate to Automation > Workflows. Jul 27, 2022 12:54 PM - edited ‎Jul 27, 2022 1:02 PM. Contact, Company, Deal, Ticket) . Hello @TWiese, currently is possible to set up a date property-based workflow (based on that property you created), and then you can add an action to happen one day after the date has passed. Get workflows a contact is currently enrolled in. Yes, re-creating it as a contact-based workflow is an option but means. Use HubSpot's workflows to automate business processes and be more efficient. Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. , correct, with re-enrollment based on Last visited date is known I'd expect the workflow to (re-)enroll a record whenever there is a new value for Last visited date – but only if Consequtive 1:1 sessions is greater than 0. CRM & Sales. As such, it's best practice to ALWAYS include delay actions in workflows (especially if re-enrollment is a factor). We use cookies to make HubSpot's community a better place. >>"How often does a perpetually running workflow check contacts fo re-enrollment?" In near real-time. If I correctly understood your question maybe you can use list memeberships. Below is a list of enrollment triggers. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. Add more Enrollment Triggers if needed. Blogs Knowledge Base right Chat & Automation right Workflows right Workflows | Frequently Asked Questions Workflows | Frequently Asked Questions Last updated: June 8, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise By default, once you've chosen to allow contacts to be reenrolled, contacts are automatically eligible to be reenrolled manually. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment @Rebecca93, for a contact to (re-)enroll, the contact needs to meet all criteria, regardless of whether it's the first, second or third time enrolling. First, if not already, rotate to team member. To learn more, and to see a full list of cookies we use, check out ourTo enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. Save your changes. Hi @BrettloweAUS, You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was logged on the ticket ). 1. The workflow is not turned on. This is applicable when the object, workflow type and property type are the same. If it is you push them into the "reminder workflow" - the "Enroll in another workflow" action is treated as manual enrolment, so a contact can get "re-enrolled". currently, we are not able to use scoring properties for re-enrollment in workflows. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. To do: Use ”Is known" as an enrollment and re-enrollment. We added two screenshot below to show you the company properties (condition for unknown) are getting listed for re-enrollment but this is not occurring for Contact Properties. A solution I found with a HS support person is very similar. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. Instead, click into the Company enrollment trigger field, switch to the Re-enrollment tab in the right sidebar and check the box for "Health Score Level is any of Monitor (8-11pts)". Every time HubSpot offers a re-enrollment trigger, it is granting users access to their servers to perform an action. We use cookies to make HubSpot's community a better place. Make sure that you have re-enrollment enabled. The property is updated from one value to another. * You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts. To further refine your trigger, click Add refinement. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Quick question about workflow completions. Review the reports of your recipient engagement and delivery data, along with email performance data over a given time period. This property could be called "Contact from company already being nurtured", a single-checkbox property. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Workflow events will be listed in descending order, with the initial enrollment at the top. . Allow company property changes to re-enroll contacts into workflows. When a contact meets the set goal, they’re automatically unenrolled from the workflow. When meeting certain criteria in workflow A, contact is. Products: Marketing. It's sorted by most recent. @Rebecca93 , for a contact to (re-)enroll, the contact needs to meet all criteria, regardless of whether it's the first, second or third time enrolling. HubSpo. " Click "and" one more time to select "has completed workflow. Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. Hope that helps. We use cookies to make HubSpot's community a better place. If you’re unsure why an object was suddenly. We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. Solution. Add an action to clear the custom date property that you’ve created. The second option is to work with re-enrollment only. In your HubSpot account, navigate to Automation > Workflows. This one is similar to the suppression list, except that goal lists serve a different purpose. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. Hi @AGardner,. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. ” You will also want to turn on Re-enrollment triggers for “has filled out Name of the form on Any page ” so that your contacts will receive a copy of their form submission every time they submit. In this case, what's going to happen is that everytime first name is updated, it will be known, thus triggering re-enrollment in the workflow. " I have two enrollment triggers - 1. contact properties in a contact-based workflow but not company properties in a contact-based workflow. Set up the trigger, then click Apply filter. If it's known, you would send the record down a path where. This won't work because Contact will need to be updated more than once. 1. There are multiple types of workflows in HubSpot based on your end goals. ----- This is now in public beta!Hi , Have you checked the re-enrollment settings, as explained in my previous answer? If those settings are already enabled: Can you click Details in. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. Once you have your enrollment trigger set to be for the specific contact owner, you can c lick the plus icon + to add an action. Inactive), Last month of billing, 12-month rolling revenue, etc. We use cookies to make HubSpot's community a better place. However, if a user selects an option after the workflow trigger happened, the workflow is not triggered again and there's no new deal being created for the new added option. You can also review the details of all your marketing emails in the Email Performance dashboard at the. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. In your HubSpot account, navigate to Automation > Workflows. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. . To edit an existing workflow, hover over the workflow, then click Edit. With each passing day, this percentage decreases, so I consider each and every product in the cart, no matter if him are an active customer or not, it is mandatory to. Hey @lasseschou , is the property you're looking at called login property from your app? If so, it seems like when I use this one as as an enrollment. However, we WANT people to be able to re-enroll if. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. Hope this helps. ) Reply. 9% of all credit card transactions and 0. HubSpot won't check these criteria daily. Hi all, Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow? If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. Best regards! Hi In my opinion must be re-enrolled yes, because I understand that if the customer accessed and put in the cart, he has a% chance of return and purchase. In the actions panel, select Unenroll from sequence . And these ads are from a year back, so they may not always be the first or last seen pages. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. . Discussions. Click on the “Add email” button to add an email to your sequence. The only information I get. Other HubSpot tools rely on lists to make changes to a specific group of contacts. The workflow is activated and everything is tested. Thankfully, your CRM and marketing automation can go hand-in-hand. For example: If a re-enrollment trigger is based on list membership, a contact will re-. Humans of HubSpot Recorded Events INBOUND Groups. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. By default, records are only. In just one click, HubSpot's VoIP (Voice over IP) software connects you to. Action 2: Delay the next action for 7 days. Thanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi @johnhenry,. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. If you're not working with integral numbers, then you'd have to work with an additional workflow which stamps the previous amount into an additional property. You can also use your CRM to trigger email workflows, either based on user data or user actions. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. While webhooks are great for sending notifications when an event occurs, as mentioned. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the. The date a contact is enrolled in a particular workflow isn’t stored in a contact property; instead, you can make a request to the current enrollment endpoint. In the past, there was a detail that listed the other workflows which were enrolling in to the workflow you were viewing. 2. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. . Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. Any deals with an associated product that's been discounted more than 10% could then enroll in the workflow. Add more Enrollment. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then. In which case, you can build a list of contacts who have completed specific workflows in the list builder. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. Follow along and catch all of our HubSpot tips here. This is working for the majority of users, bar 1. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. Additionally, you'd filter for the ticket to be associated with an activity of your specifications. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. Hi There is no workflow enrolment limit - the main limits are either: the enrolment settings the re-enrolment settings the goal settings unenrol settings suppression list settings You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow wh. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. Here's a video showing how to use nested if/then branches to overcome the 20-branch limitation (we run into this A LOT with needing a Workflow If/Then branch for each US state). You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property. The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Workflow Re-Enrollment based on new Form Submissions. However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. Thanks. Add a “Set Contact Property Value” activity to. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. So every time this property changes a contact gets enrolled. Ok yes, I've now set my workflow to clear the property and then i've also selected that contacts are removed from the workflow when they no longer meet the enrollment criteria. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. To learn more, and to see a full list. Are you sending this email after y. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. I don't want contacts. Add the “Send Email” activity to the workflow. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. To learn more, and to see a full list of cookies we use,. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . So in short, we'd like to unroll users after a while. Frank's correct that these kinds of enrollment evaluations are happening all the time. We're using a workflow to remind our sales team to do certain follow-up tasks (log the outcome and meeting feedback) once a meeting ends. To learn more, and to see a full list of cookies we use,. If you want the workflow to trigger whenever Last modified date changes, you should change the enrollment criterion to "Last modified date is known" and enable re-enrollment for it. Discussions. It will be nice if we can have the setting to let the merged deal to re-enroll in the deal type workflow if it meets the (re)enrollment criteria. Click Set enrollment triggers. Very limited data relating to Tasks is stored on an associated record of another object-type (e. you should be able to enable re-enrollment for "Expected close date is known", without changing the overall enrollment logic. Inside my email to test the trigger and the email that is meant to be sent it does not work. We use cookies to make HubSpot's community a better place. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. I see that a CTA could not be used for re-enrollment in a workflow. Enroll list in workflow. After merging the private with the business profile, the workflow startet from scratch and he received the first email of the workflow on his business address (new primary mail. As you said, what i expect to happen is, If there is a deal in the pipeline "MX Registro Plataforma", you don't want to create a new deal there. (Vice versa from the perspective of the workflow for the remaining 4: the records. Why is this?Re-enrollment. In the Choose an action panel, select Set contact. Jun. Click on the “Create Sequence” button. In your HubSpot account, navigate to Automation > Workflows. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. I'm working on a workaround outside Hubspot with a schedule workflow. In the lead nurture workflow example, enrollment wouldn’t make sense, because you would not want a HubSpot contact to receive the same series of re-engagement emails multiple times. Use sequences properties and activity as Contact filters in List and Workflows. Enrollment triggers are only checked by HubSpot when one of the referenced properties changes and the remaining triggers still hold true. status (Active vs. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . I have a schedule workflow which I enroll contacts only one time. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. if job title is know then i have branches for each of the personas: if title is x, persona property is y. Re-enrollment. Based on the categorie of the form, do multiple stuff. Servers cost. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. In the HubSpot email. We would like to trigger a number of things based on the. However, contacts. First, if not already, rotate to team member. They'd enroll but nothing would happen. Why is that? I am running a CES workflow and want to send the customer regularly a survey. In the workflow editor, click the + plus icon to add an action. Discussions. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). Turn On the Re-enrollment switch. Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since they meet the criteria; Sync property values between contacts, companies, and deals by workflow copy property value option; After creating the workflow you have the option to add an action. Need help choosing a plan? +1 (857) 829-5060. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. Just click the orange button in the top right corner and you'll see the options. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. To search for a specific object, use the search bar and. To learn more, and. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Click the plus icon + to add an action to the workflow. How to create a HubSpot workflow from scratch. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. Examine Your Data and Identify What You Should Clean Up. From the workflows tool, you can create a workflow from. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. And yes, a longer delay would also work. We use cookies to make HubSpot's community a better place. I am told. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. You can use "Number of associated deals is known" as a re-enrollment trigger. Sometimes our properties clear out via the API sync and we need to re-enroll them back into the WF to update that property. Third, turned on my zap. Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. Search HubSpot Ideas or Create Idea cancel. Thanks . But i'm still confused by this statement "Contacts who meet the triggers above will be enrolled again if they meet one of 2 re-enrollment triggers. Thanks, Nicu Excellent, thanks, Frank. Yes: Create a task “Ask owner for status update,” assign to sales manager. Pricing: Free; $19. Workflow 1 is correct. To learn more, and to see a full list of cookies we use,. Any idea how this could be resolved. e. This triggers a workflow that then creates a new Deal for each selected option. Hi @DrewLacy,. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. Set event enrollment triggers. Hi guys, i have a company enrollment trigger workflow. If you select one property for re-enrollment, an. . First, I created a static list in HubSpot that I used as the trigger for this zapier flow. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. Hmm, that's not what we should be doing @lasseschou . HubSpot Updates. The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Yes, When a record meets the list's criteria, it will become a member of the list and enroll in the workflow. In the pop-up box, click Sequences. All. We use cookies to make HubSpot's community a better place. From the workflow editor, you can check which actions require changes or have encountered errors. However, you. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Learn more about how refinement filters apply to re-enrollment. It seems that I am not enrolled even tho I meet the trigger. . To do: Use ”Is known" as an enrollment and re. Explore The HubSpot Workflow Butterfly Effect and some of the many other reasons delays are not really an optional 'option'. Activity properties cannot be used for re-enrollment. Contact Forms. I have a few important evergreen workflows that set attribution and assigns MQLs. Stay sharp. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. Add 'Deal amount is known OR Days until close is known OR Deal probability is known' as enrollment triggers and enable reenrollment for these three. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. I'll also be asking clarifying questions along the way. It then jumps from 0 to. When I add an if / this branch, based on the categories, it works fine the first time. Hi @mmetros . Hi , This is how you can achieve that: Add an additional filter to your enrollment criteria, specifying that the Deal stage of the associated deal is none of [anything from invoice sent to fully enrolled]. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. In the right panel, view the record's workflow history. smith, The date a contact is enrolled in a particular workflow isn’t stored in a contact property; instead, you can make a request to the current enrollment endpoint. Hi , wrote: When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteriaHi , The general answer here would be no, you can't enroll objects into a workflow of another type. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll. I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. SureTriggers: Best Workflow Automation Software for Productivity. Since Hubspot doesn't let you select the "On This Page" option unless it's a created landing page in Hubspot, I guess I'll just clone the form, give it a new name, and then embed that on my WP site page instead of using the original form on multiple pages. At the beginning of your nurturing workflow, use the "Set property value" workflow action to set the property value to "Yes". The sales rep would then manually enroll each eligible contact in the correct sequence. This is impossible to do without re-enrolement allowed on activities/engagement actions. 5% (capped at $10) of ACH payments. This allows you to take the appropriate actions to test out the different branches. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. In the left panel, select Contact-based and Next in the top right. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place.