Hi @russellmasters,. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. Next, create a workflow. Review the reports of your recipient engagement and delivery data, along with email performance data over a given time period. Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. Will step 2 stop subsequent 5 min delay. You will either see this in the history of workflow actions or on the contact record. 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. Stay sharp. If you include "[custom property] is known" in your workflow enrollment triggers and set re-enrollment to use this trigger, HubSpot would (re-)enroll contacts when there is a change in the value of this property. currently, we are not able to use scoring properties for re-enrollment in workflows. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. Not monitoring key metrics. ) After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . In the left sidebar, click Unenrollment and suppression. You would al. 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. 5% (capped at $10) of ACH payments. 2. Enrollment trigger: Contact is member of Webinar Registrants. Enter a name for the workflow, then click Create workflow. Turn On the Re-enrollment switch. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. Thankfully, your CRM and marketing automation can go hand-in-hand. Create a contact-based workflow with the enrollment triggers - ‘Form Submission > [Name of Form] > has filled out form on Any page’ AND ‘Contact Properties > [Name of Property] is Known’ This will ensure that the property has been populated before the contact enrolls. If HubSpot allows users to trigger a workflow every time someone sends an. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). Use marketing email campaigns to share updates with your subscribers and promote special offers. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. Allow company property changes to re-enroll contacts into workflows. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. In your HubSpot account, navigate to Automation > Workflows. Based on the categorie of the form, do multiple stuff. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Once the actions are executed, they're executed. You can use met goal or completed (down a path to checkered end, not meeting the goal) as a trigger/property but to "complete" I believe it counts both ways of working your way through the workflow be it a goal or end of the path. Workflow enrollment details are not clear when the enrollment is coming from another workflow. At that point, using a list is a way of making a template of workflow enrollment criteria and keep their criteria up to date across multiple workflows. HubSpot Re-Enrollment can be very complex. Basically it's a workflow centered around the date property, set to re-enroll on the date property = known criterium (it's possible if the workflow is centered around a date property apparently). . . Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll. How to create a HubSpot workflow from scratch. If you use enrollment criteria with more than one attribute (Not a "Customer" & Score = x, or Stage = Sub, MQL, Lead, SQL), the workflow setting for auto re-enrollment cannot be used, so the Contact can only pass through the workflow one time. 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. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. SureTriggers: Best Workflow Automation Software for Productivity. Hi @mmetros . The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . ('is known' is equivalent to 'has changed' in HubSpot workflows. You can also use workflow actions from connected apps . To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. However, the trigger criteria is to submit a form and when testing it the workflow won't work. In which case, you can build a list of contacts who have completed specific workflows in the list builder. This mostly relates to custom-coded workflows. 4. Navigate to. You can use the contact property Date of last meeting booked in meetings tool for this. You're sending an event from your custom app to HubSpot, which then fires an email. Jun. Free Call Tracking Software. Until today, re-enrollment criteria only existed for contact-based workflows. . Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. Discussions. There are multiple types of workflows in HubSpot based on your end goals. The workflow is activated and everything is tested. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. It seems that I am not enrolled even tho I meet the trigger. The issue we have is as. In the workflow editor, click Set enrollment triggers. 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. Enrollment Triggers. Very limited data relating to Tasks is stored on an associated record of another object-type (e. How re-enrollment triggers work When setting up your re-enrollment triggers, do take note of the following: When re-enrollment is enabled, records can re-enroll in workflows either by manual re-enrollment or by meeting at least one selected re-enrollment trigger. Activity properties cannot be used for re-enrollment. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. 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. Turn On the Re-enrollment switch. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. Feel free to share a screenshot of the workflow for a final check. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. In. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". Or, learn how to create a new workflow. User-Agent. This currently works fine. English English Español Português FrançaisPart 2: Create Workflow . In the HubSpot email. In the workflow editor, click the + plus icon to add an action. 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". Never came across such an issue. This would only work going forward, not historically. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Make sure that you have re-enrollment enabled. You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. 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. Hello team, We need to find a workflow that whenever there is a new update (internal or external) after leaving the ticket "on hold", "pending" or "closed", the ticket goes back to "open" status. Action 2: Delay the next action for 7 days. Enrollment triggers are only checked by HubSpot when one of the referenced properties changes and the remaining triggers still hold true. Hi @aj. To edit an existing workflow, hover over the workflow, then click Edit. To learn more, and to see a full list of cookies we use, check out our Contacts don't enroll in the workflow. HubSpot Partners solution:. How the "Enrolling Existing Contacts" Option Works. In which case, you can build a list of contacts who have completed specific workflows in the list builder. Question 11. 2. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. I've talked with the support team and this was expected behaviour. The sequence editor will open up and see a blank canvas. " Click "and" one more time to select "has completed workflow. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Click the plus icon + to add an action to the workflow. Save your changes. Without this option turned on, the only contacts HubSpot will. status (Active vs. Hi @AGardner,. Step 2: Setting your workflow’s enrollment. We would like to do the following: 1. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. If a new company is added it will be enrolled in this assisting workflow once, set the single checkbox property value which in turn can be used for re-enrollment. To do: Use ”Is known" as an enrollment and re-enrollment. That's why re-enrollment criteria exist: you can decide when and how a record should be added to the workflow a second (or third) time. . From this workflow, we. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. In the workflow editor, click the + plus icon. A solution I found with a HS support person is very similar. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. expired. Be well,Hi @JRudowska,. _____ workflows will operate once a contact meets the enrollment triggers of that workflow. The first and only action in this workflow would then be the "Set property value" action. To learn more, and. Delete all enrollment criteria. 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. English English Español Português Français Mistake #1: Incorrectly Using Goals. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. If you include "[custom property] is known" in your workflow enrollment triggers and set re-enrollment to use this trigger, HubSpot would (re-)enroll contacts when there is a change in the value of this property. We use cookies to make HubSpot's community a better place. Discussions. To learn more, and to see a full list of cookies we use, check out ourAdd a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. . Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. At the beginning of your nurturing workflow, use the "Set property value" workflow action to set the property value to "Yes". 181 Upvotes. To learn more, and to see a full list of cookies we use,. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. This is applicable when the object, workflow type and property type are the same. For example, enrolling a contact into a contact workflow, every time a contact property value changes. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. Portals with 50,000 or m. . Since we use this to offer specification sheets, re-enrollment is enabled. HubSpot Ideas. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. Hi , This is not a company-based workflow, not a contact-based workflow. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. Examine Your Data and Identify What You Should Clean Up. 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. 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. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's not working. . Pretty sure the best way to do it is using 'is known' and having re-enrollment allowed for it. I have two workflows utilized by a lead generation team that require re-enrollment but contacts are not currently re-enrolling since their activity-based triggers are not eligible conditions. We use cookies to make HubSpot's community a better place. Pricing: Free; $19. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. Actions are functions that the workflow will execute for enrolled records. 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. " 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. In your HubSpot account, navigate to Automation > Workflows. For example, you could use the API to retrieve a list of all the contacts in the CRM or to update a contact's information. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Get a demo to learn about our premium software, or get. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. Turn the workflow on. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as expla. Solution. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. When using the property filter is known for re-enrollment, objects can re-enroll. That's why re-enrollment criteria exist: you can decide when and how a record should be added to the workflow a second (or third) time. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. e. 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. 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. To 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. Send notification to user when property is updated. It then jumps from 0 to. Add more Enrollment. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Set an enrollment trigger to enroll Contacts when they submit the form you'd like to track. If you're re-enrolling a contact based on a form submission and the if/then branch checks which value the property has, it will be the most current one. Hi guys, i have a company enrollment trigger workflow. (Vice versa from the perspective of the workflow for the remaining 4: the records. You will also pay the processing fee you have agreed to with Stripe. Workflow Re-enrollment based on page visit. In the right sidebar, click the Re-enrollment tab. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. . Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). 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). Unfortunately not, no. The way to work around this is by either creating a workflow of the other object (in this case a company. 1. Workflows enrollment delayed. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. Click the Delay type dropdown. Hi @MorganW,. Next challenge is that I want to send an email when it's more than 30 days since the last login. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. To do this effectively, you might have to. I will advise you to log out from the acc and log in again, try creating wf only after some time. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. currently, we are not able to use scoring properties for re-enrollment in workflows. Products: Marketing. I know that HubSpot api calls will retry, but. Are you sure that. " Click "and" to select the same workflow, then select "has not met the goal. What I'm chasing is sycing Contact Type, when Company's Type changes. e. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Neglecting the user experience. . for example. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. HubSpot is trusted by over 184,000. 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. Sequence Enrollment Limit via Workflow. Action 3: Send sales team member an in-app notification of. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In your HubSpot account, navigate to Automation > Workflows. For example, enrolling a contact into a contact workflow, every time a contact property value changes. - see Add re-enrollment triggers to a workflow . In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Do you have to enroll the deal? Can you not run the workflow from quotes? If so, you can renroll on quote properties and you can still set deal properties from the workflow. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. Contacts cannot be enrolled in a workflow more than once at a time, so. This won't work because Contact will need to be updated more than once. CRM & Sales Marketing Service RevOps & Operations CommercePart 2: Create Corresponding Workflow . 1. You then check what the status is, i. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". com Current enrollment | Workflows APIIf you want the workflow to run whenver the email or mobile phone number change, simply set the enrollment criteria to "Email is known OR Mobile phone number is known", enable re-enrollment. . In the upper right, click Enroll. Required Parameters. CPQ Software. 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. HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. 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. Within HubSpot, navigate to Automation > Workflows and click Create workflow. Click Save. ) 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. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. Re-activate WF. When I add an if / this branch, based on the categories, it works fine the first time. In the right pane, set an unenrollment trigger. So every time this property changes a contact gets enrolled. Especially crucial when you are working with sync errors and your view is only available from contacts tab and cannot be bulk enrolled into a static list to then bulk enroll in a workflow. Set event enrollment triggers. If you’re unsure why an object was suddenly. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi From Add re-enrollment triggers to a workflow : " When using the property filter is known for re-enrollment, objects can re-enroll in two We use cookies to make HubSpot's community a better place. , 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. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Using List membership filters in other lists and custom reports. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. This can be done by adding an additional enrollment criterion "Email is any of [my email address]". HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment. Visual Editing. No: End. I recommend creating a separate workflow for each contact owner with a meeting link. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. This can be achieved with a deal-based workflow instead of a contact-based workflow. If that's the case, you'd also enable re-enrollment as shown in my screenshot. That's it. Enroll to workflow via API. We're seeing issues when we bulk enroll contacts in a new workflow that has a custom-coded workflow action, that we can frequently get rate-limited or generate errors by hitting the system too aggressively. I see that a CTA could not be used for re-enrollment in a workflow. Biggest HubSpot Workflow Mistakes. First off, which property value did you change to trigger the re-enrollment? Have you clicked Details in the top left corner of the workflow editor and reviewed the enrollment log? Does the record which you expect to enroll appear there?Create a workflow from scratch and set the enrollment trigger to Manual enrollment. By default, records are only enrolled in workfl. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. 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. Contacts already met the workflow goal. Create a workflow from scratch. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. you should be able to enable re-enrollment for "Expected close date is known", without changing the overall enrollment logic. In the upper right, click Enroll. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To do: Use ”Is known" as an enrollment and re. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. Thanks, Nicu Excellent, thanks, Frank. 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. 4. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The first and only action in this workflow would then be the "Set property value" action. The company workflow would already have done it's job. 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. There is no way to turn this off. For example: If a re-enrollment trigger is based on list membership, a contact will re-. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Thanks. So in short, we'd like to unroll users after a while. In the workflow editor, click Set up triggers. If you use HubSpot payments, your fees will be 2. 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)". 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To create the deal i added a branch in order to check if the company all ready has a deal in this pipeline, but this condition is not working. Hi , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earliest A contact can't reenroll while still being in a workflow. Hmm, that's not what we should be doing @lasseschou . While webhooks are great for sending notifications when an event occurs, as mentioned. I'm not aware of a way to achieve this, unfortunately. I have these workflows: Deal Enrolment when <Unique ID Field> is empty, which populates it Quote Enrolment when Create Date is known, wipe <Unique ID Field> on associated Deal (then #1 kicks in to re-populate with re-enrolment) But what's missing is when a Quote is "Recalled & Edited" or re-publish. We use cookies to make HubSpot's community a better place. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. ” When to Use Re-Enrollment Triggers. 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 where they meet all the criteria (I've. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. (Yes, this could be. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. . When switching on the workflow, don't enroll contacts who meet the criteria already. Contact, Company, Deal, Ticket) . My approach to a solution would be a main workflow and a second workflow which in. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. However, you. Hi , If you link your current criterion with "AND Expected close date is known", you should be able to enable re-enrollment for We use cookies to make HubSpot's community a better place. All of your goals sound possible with workflows except maybe your second point, but it. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Hi , That's correct – activities can't be used for re-enrollment. developers. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. We use cookies to make HubSpot's community a better place. Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. * You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts. Hi @Stanza,. People don't seem to be triggering the. Allow workflow re-enrollment for deal properties. Kindly, Pam. We use cookies to make HubSpot's community a better place. Click Set enrollment triggers. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi there, We are selling a service to which users can subscribe online: - for 1 month - for 3 months for 6 months The enrollment workflows for each are created and triggered based on a contact property set at selection of the subscription duration in a subscription form. We then combine this with 1 or 2 follow-up phone calls. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. HubSpot won't check these criteria daily. We use cookies to make HubSpot's community a better place. Got it @lasseschou, thanks for the clarification. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. If you can share screenshots of what.