Purpose:
Re-enrolling contacts in a workflow is useful when you want them to go through the same process again, or have them go through a new or updated workflow.
Prerequisites:
- Access the workflow:
- Navigate to your HubSpot dashboard.
- Go to the "Automation" tab and select "Workflows."
- Find and open the workflow in which you want to re-enroll contacts.
Steps to Re-Enroll Contacts:
- Enable Re-enrollment:
- In the workflow editor, click on the trigger that enrolls contacts.
- Select the "Re-enrollment" tab.
- Enable the “Allow contacts to re-enroll after completing the workflow” option.
- Choose the specific criteria that will allow contacts to be re-enrolled
- Review Workflow Settings (Optional):
- Ensure that the workflow's actions are appropriate for re-enrolled contacts.
- Test the Workflow (Optional):
- Use the HubSpot "Test" feature to simulate the re-enrollment process.
- Confirm that contacts are being re-enrolled and progressing through the workflow as expected.
- Alternatively, you can use OutboundSync’s Testing Modal to test changes to your workflows
- Save and Activate:
- Once you’ve configured the re-enrollment settings, click “Save” to apply the changes.
- If the workflow is currently active, a display showing the number of contacts that qualify for re-enrollment will appear.
- Choose whether you would like to enroll them by selecting “Save and enroll existing contacts”, or you can choose to save without enrolling them.
- Activate the workflow if it’s not already live.
Important Considerations:
- Duplicate Enrollments: Ensure your workflow is designed to handle contacts being re-enrolled without causing issues, such as duplicate tasks or emails.
- Re-enrollment Limits: Be mindful of any limits set by HubSpot on the number of times a contact can be enrolled in a workflow.