Last updated: June 26, 2020
Set unenrollment triggers to unenroll or exclude objects in company, deal, quote, or ticket-based workflows.
Please note:
- If you have a Marketing Hub Professional or Enterprise account and are trying to unenroll or exclude contacts in a contact-based workflow, learn how to use suppression lists.
- If you are a Sales Hub or Service Hub Professional or Enterprise user and are trying to unenroll or exclude contacts in a contact-based workflow, learn how to set workflow goals.
How unenrollment triggers work
Adding unenrollment triggers to a workflow will do one of three things:
- Company/deal/quote/ticket is not currently enrolled in the workflow and meets the unenrollment triggers: the company/deal/quote/ticket will not be enrolled in the workflow even if they meet the enrollment triggers at a later time.
- Company/deal/quote/ticket is currently enrolled in the workflow and meets the unenrollment triggers: the company/deal/quote/ticket will be immediately unenrolled from the workflow.
- Company/deal/quote/ticket is currently enrolled in the workflow and does not meet the unenrollment triggers: the company/deal/quote/ticket will remain in the workflow. However, if it meets the unenrollment triggers at a later time (while still active in the workflow), it will be unenrolled then.
Please note: a company/deal/quote/ticket that no longer meets a workflow's unenrollment triggers will not automatically be enrolled in the workflow even if they still meet the workflow's enrollment triggers at the time. A company/deal/quote/ticket is only enrolled in a workflow at the moment it meets the workflow's enrollment triggers or re-enrollment triggers.
Add unenrollment triggers to a workflow
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of the workflow.
- Click the Settings tab.
- In the left sidebar, click Unenrollment and suppression.
- In the right pane, set an unenrollment trigger. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000.
- To add multiple unenrollment triggers, click AND or OR. Learn more about AND vs OR criteria.
- After setting your unenrollment triggers, click Save.
