By default, objects are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Use re-enrollment triggers to allow objects to be re-enrolled in your workflows.
How re-enrollment triggers work
When setting up your re-enrollment triggers, it's important to be aware of the following:
- To re-enroll, objects must meet at least one of the selected re-enrollment triggers and at least one of the enrollment triggers.
- With re-enrollment enabled, objects can be manually re-enrolled. Objects that are manually re-enrolled in workflows do not have to meet the starting triggers to enroll.
- An object won't re-enroll in a workflow while it's already enrolled.
- When using the property filter is known for re-enrollment, objects can re-enroll in two ways:
- The property gains a value after not previously having one.
- The property is updated from one value to another. For example, a contact's lifecycle stage changing from Lead to Subscriber would qualify for Lifecycle stage is known. Each time this contact's lifecycle stage is updated, they would re-enroll in the workflow.
- Objects will re-enroll each time they are updated to match a re-enrollment trigger. For example, if a re-enrollment trigger is based on list membership, a contact will re-enroll when they join the list. If the contact stays in the list, they will not re-enroll each time they finish the workflow. If the contact leaves the list, they will re-enroll in the workflow once they join that list again.
- When an object is re-enrolled in a workflow, they will complete all workflow actions again (e.g., receiving any automated emails).
- While enrollment triggers can be refined by date or number, refinement won't apply to re-enrollment. For example:
- Date: Your workflow has the enrollment trigger Contact has filled out Any form submission on Homepage between 1/1/2019 and 2/1/2019. The date range will not be taken into account for re-enrollment. Instead, contacts will re-enroll any time they submit that form, even if it's outside the date range.
- Number: Your workflow has the enrollment trigger Contact has filled out any form on Any page at most 5 times. The number of times a contact has filled out your forms will not be taken into account for re-enrollment. Instead, contacts will re-enroll any time they submit that form.
- Not all enrollment triggers can be used for re-enrollment. Learn more about the available re-enrollment triggers.
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of a contact-based workflow.
- Click the Contact enrollment trigger box.
- In the right panel, click the Re-enrollment tab.
- Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox.
- Select the triggers you want to use for re-enrollment. Learn more about which triggers can be used for re-enrollment.
- Click Done.
- Click Save.
Add re-enrollment triggers to company-based, deal-based, ticket-based, or quote-based workflows
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of a company-based, deal-based, ticket-based, or quote-based workflow.
- Click the [Objects] enrollment trigger box.
- In the right panel, click the Re-enrollment tab.
- Click to toggle the Re-enrollment switch on.
- Select the triggers you want to use for re-enrollment. Learn more about which triggers you can use for re-enrollment
- Click Save.
Available re-enrollment triggers
Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. Below is a list of enrollment triggers that can be used for re-enrollment.
Please note: properties can only be used for re-enrollment when they're the same type as the workflow. For example, in company-based workflows, you can only re-enroll using company properties.
This list may not be exhaustive. To check whether or not a current enrollment trigger can be used for re-enrollment:
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of the workflow.
- Click the Enrollment triggers box.
- In the right panel, click the Re-enrollment tab.
- Any enrollment conditions that can't be used for re-enrollment will be listed in the The following enrollment conditions can't be used for re-enrollment section.
Please note: activities and activity properties cannot be used for re-enrollment in any type of workflow.
In contact-based workflows, the triggers below can be used for re-enrollment.
Please note: calculation properties cannot be used for re-enrollment in contact-based workflows. This includes default calculated properties such as Recent Conversion and Number of unique forms submitted.
- Contact properties can be used for re-enrollment when paired with certain operators:
- Any contact properties using is known.
- Text, number, and date properties using is equal to.
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- Single checkbox, dropdown select, and radio select properties using is any of.
- Multiple checkbox properties using is equal to all of.
Please note: the
is any of and
is equal to all of operators cannot be used for re-enrollment if they have multiple values. For example, a single trigger of
Field of study is equal to any of Bionics or Catsitting cannot be used for re-enrollment. Instead, you'll have to split it into two triggers of
Field of study is equal to any of Bionics
OR Field of study is equal to any of Catsitting.
- Contact is a member of list
- Contact has filled out form
Please note: re-enrollment triggers cannot be refined by date or number. Learn more about how refinement filters apply to re-enrollment.
- Contact has viewed as least one URL equal to
- Contact has viewed at least one URL containing
- Contact has completed event
Please note: privacy consent events cannot be used for re-enrollment.
- Any integration triggers, including Mailchimp and Zoom.
Company, deal, quote, and ticket-based workflows
In company, deal, quote, and ticket-based workflows, you can only trigger re-enrollment using properties specific to the workflow object. For example, in a company-based workflow, you can only re-enroll based on company properties. Because an activity is not a property, it can't be used for re-enrollment.
Only the following property operators can be used for re-enrollment:
- is any of
- has ever been any of
- is none of
- is equal to
- is not equal to
- has ever been equal to
- has ever contained exactly
- is greater than
- is greater than or equal to
- is less than
- Is less than x days ago
- is less than x days from now
- is more than x days ago
- is more than x days from now
- updated in the last x days
- not updated in the last x days
- is before date
- is after date
- is between
- is not between
- is known
- is unknown
- contains exactly
- doesn’t contain exactly
- starts with
- ends with