Hi @johnhenry,. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. So every time this property changes a contact gets enrolled. Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. I'll also be asking clarifying questions along the way. 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 recently started a email nurturing campaign. . The disadvantage of working with re-enrollment only, is that the workflow will be triggered when the contact clicks the CTA also when it's not up to renewal yet. I'm not aware of a way to achieve this, unfortunately. First, if not already, rotate to team member. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll. Hey , thanks for reaching out! I noticed that in your first screenshot, the "unenrollment" workflows you have selected are: Enroll Contact Workflow Starter Enroll Contact Workflow Premium However, the workflow in your third screenshot is Enroll Contact Workflow Pro, not Premium. If you're reading this article, chances are you know how. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. Hmm, that's not what we should be doing @lasseschou . Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. The "login" is an event we push in via the Timeline API, and when tha. Make sure that you have re-enrollment enabled. (understatement) - see Add re-enrollment triggers to a workflow. It doesnt' show up on the. All of your goals sound possible with workflows except maybe your second point, but it. ). It would be great if this can be made availableBe sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example:. 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. User-Agent. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. Once the actions are executed, they're executed. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Delays and actions are based on the action before it, not the lead's enrollment date. Even when I manually try to enroll my work contact, it will not work. In company workflows, you'll now see an enrollment trigger category for List Membership. 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 contacts will not enroll into your workflow. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. If I do, then yes, this is expected behavior. Hi , I test workflows on myself. 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. Ok, but that sounds like the solution then. Hi , Thanks for confirming! Re-enrollment alone will not do that, re-enrollment would make sure that you get notifications repeatedly, not just once, for a contact. Hi @AGardner,. Correct me if I'm wrong. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. Learn more about how refinement filters apply to re-enrollment. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. The ads are exactly as you mentioned - see ad, click download, get PDF. The first and only action in this workflow would then be the "Set property value" act. Create and manage workflows. 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. It's sorted by most recent. Products: Marketing. Frank's correct that these kinds of enrollment evaluations are happening all the time. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. Which I understand why that is the case. At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. We have found that it works with the workflow: - "If the Status of the ticket is either On Hold (Pip. Build your business strategy on the inbound methodology to generate more leads, close more deals, and delight your customers. The sales rep would then manually enroll each eligible contact in the correct sequence. Activity properties cannot be used for re-enrollment. This is working for the majority of users, bar 1. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. The second workflow would look like this. Not updating unenrollment criteria. Click the name of the workflow or create a new workflow. 1. So Whenever a quote is "published", we expect our sales team to attach Purchase or. In the dialog box, hover over the sequence and click Select . Hi , If your workflow doesn't have any branches/actions for the remaining 4 industries, those would simply end up in the last n/a branch which usually doesn't have any action. Hi , You can set this up using a company property. 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. We use cookies to make HubSpot's community a better place. This is particularly useful for integrations that take contact data and display them in a different. 4. Workflow & Deal Stage Trigger. With Today’s date is unknown, new records would enroll into the workflow. Workflow 1 is correct. Re-enrollment. ('is known' is equivalent to 'has changed' in HubSpot workflows. 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. In the left panel, click the email Email icon. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. Specific date. Workflows enrollment delayed. The sequence editor will open up and see a blank canvas. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. . When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. The property is updated from one value to another. WF2 could essentially check if the value has updated, and re-enroll the deal in WF1. 2. status (Active vs. Thankfully, your CRM and marketing automation can go hand-in-hand. 2. It seems that I am not enrolled even tho I meet the trigger. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. amount is changed, using the 'Amount is known' enrollment trigger would be a better. 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. Or, learn how to create a new workflow. It seems that I am not enrolled even tho I meet the trigger. Save your changes. Change all delays to five minutes. Following the delay, Today’s date will be set to the date of step. ) 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. We use cookies to make HubSpot's community a better place. Send notification to user when property is updated. This is applicable when the object, workflow type and property type are the same. . Enrollment triggers: Let me know if. Hi , 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. We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. All of our major relationship data is stored on the company record, so not being able to update company record. Once we worked with over 700+ lists in workflows didn't face any such thing. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Within HubSpot, navigate to Automation > Workflows and click Create workflow. This would only work going forward, not historically. 1825 days. Based on the categorie of the form, do multiple stuff. Might as well offer both features. (This is preset based on the date you chose on the previous screen, but can be edited. Be well,Hi @JRudowska,. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. In your HubSpot account, navigate to Automation > Workflows. Hi , thanks for your reply. I have a workflow to segment my audience in personas. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. Enrollment triggers are only checked by HubSpot when one of the referenced properties changes and the remaining triggers still hold true. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". HubSpot Re-Enrollment can be very complex. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. HubSpot Partners solution:. 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. Of course there would be additional enrollment criteria and actions but I stripped this down to the bare minimum of what is needed for the loop you wa. We use cookies to make HubSpot's community a better place. The only question I have about re-enrollment triggers is if you can have multiple enrollment triggers ('Enrollment 1' OR 'Enrollment 2' OR 'Enrollment 3'. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. 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. Best regards! Karsten Köhler HubSpot Freelancer | RevOps & CRM. Here's how: Click Automation and select Workflows; In the workflow that you want to trigger a sequence, click the + iconHi , If you choose the "is known" filter and enable reenrollment for it, it'll behave like "has changed". To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. 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. Workflows enroll records and execute actions. . Use sequences properties and activity as Contact filters in List and Workflows. Jul 27, 2022 12:54 PM - edited Jul 27, 2022 1:02 PM. Products: Marketing. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Contact Forms. Only properties of the same object can be used in a workflow for re-enrollment, e. Since we use this to offer specification sheets, re-enrollment is enabled. currently, we are not able to use scoring properties for re-enrollment in workflows. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. Navigate to. In the left panel, select Contact-based and Next in the top right. Why is this?Re-enrollment. So if you have create a contact-based workflow, you cannot. People don't seem to be triggering the. Set a delay for the number of days, weeks or months that you want to wait before the email in workflow B is sent. Auto-suggest helps you quickly narrow down your search results by. Any time a re-enrollment trigger condition is met, the record will re-enroll, regardless of date ranges or the number of previous occurrences. This can be done by adding an additional enrollment criterion "Email is any of [my email address]". You can set up a workflow manually as an alternative to having a re-enrollment trigger. It is possible to set up workflows based on meeting and call criteria. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. Hope this helps. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. Action 3: Send sales team member an in-app notification of. Sequence Enrollment Limit via Workflow. Would be nice have the possibility to limit the re-enrollment in workflow using other process, like number of times, number of times by day. What I'm chasing is sycing Contact Type, when Company's Type changes. 5% per transaction. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. To view additional details, hover over the name of the object and click Enrollment details. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. This is what they suggested: 1. 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]. 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. In your HubSpot account, navigate to Automation > Workflows. Hope this helps. HubSpot Updates. Is there a way to enroll contacts into the workflow instantly or with a shorter delay?In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. Before you start, you’ll want to check the overall condition of your data. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. Hi @MWilliams3, By default, a form submission will overwrite an existing value. (The exact list criteria depend on your workflow actions. Workflow enrollment details are not clear when the enrollment is coming from another workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To. This triggers a workflow that then creates a new Deal for each selected option. To edit an existing workflow, hover over the workflow, then click Edit. If you’re unsure why an object was suddenly. 1. This is applicable when the object, workflow type and property type are the same. HubSpot interprets "is know" also as "has changed". The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". While webhooks are great for sending notifications when an event occurs, as mentioned. @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. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. In the right sidebar, click the Re-enrollment tab. From the workflow editor, you can check which actions require changes or have encountered errors. Best regardsHi @JRudowska,. Add more Enrollment Triggers if needed. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. 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. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. However, we must give HubSpot time to recognize changes when they occur. The property won't contain the selections from previous submissions anymore. 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. So in short, we'd like to unroll users after a while. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Pricing: Free; $19. The first and only action in this workflow would then be the "Set property value" action. 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. . The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. I've got this working checking both "Create Date is known" and "Quote Approval Status is known" (both can be used for re-enrolment) and it picks up creations and recall+edit actions, with some additional logi. Customer Health Score. This one is similar to the suppression list, except that goal lists serve a different purpose. The association between company and contact is irrelevant for the enrollment of your workflow. In the left sidebar, click Unenrollment and suppression. Enrollment Triggers. A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. To learn more, and. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. In the top left of the workflow editor, click Details. g. And these ads are from a year back, so they may not always be the first or last seen pages. In the right sidebar, click the Re-enrollment tab. Click the name of a workflow. Enroll to workflow via API. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. To learn more, and to see a full list of cookies we use,. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. 4. Allow company property changes to re-enroll contacts into workflows. To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. How to create a HubSpot workflow from scratch. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. There's the set up for Contact workflow (sceenshot), but there's no this option in the deal type workflow, which will be very useful if we can. 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. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. To learn more, and to see a full list of cookies we use,. On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. When you re-enroll a contact in a worklow, and this re-enrollment fails because the contact is already in the workflow. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. However, HubSpot can only re-enroll a contact if the property that triggers the enrollment criteria changes. And yes, a longer delay would also work. In your HubSpot account, navigate to Automation > Workflows. These adjustments help ensure your. Hi @DrewLacy,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This won't work because Contact will need to be updated more than once. It would be great if this can be made available Be sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example: Create Zap with "Schedule by Zapier" as Trigger, set desired frequency; Set Action Step - HubSpot - Find Contact/Company You can use lists or properties to search for records In company workflows, you'll now see an enrollment trigger category for List Membership. Portals with 50,000 or m. One key example: We want to track the "Time of Last Call Connected". . So the workflow should re-trigger each time the Company's Type changes. ----- 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. Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. For example, a contact's lifecycle stage changing from Lead to. You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. To learn more, and to see a full list of cookies we use,. Visual Editing. developers. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Hi Connor, What happens if I have a workflow with this enrollment trigger: "Credit refill occurred less than 2 days ago", and I add the We use cookies to make HubSpot's community a better place. 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). 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. Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. When you enabled the workflow, did you choose to enroll contacts who met the criteria already? Can you please share a screenshot of your workflow? When you're in the workflow editor, please click Details in the top left corner, can you share a screenshot here as well? We're also using the CallRail integration since inbound calling seems to be a bit of an afterthought with Hubspot. Last updated: June 28, 2023 Available with any of the following subscriptions, except where noted: Sales Hub Enterprise Service Hub Enterprise Use contact-based workflows to automate sequence. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. Need help choosing a plan? +1 (857) 829-5060. In the Choose an action panel, select Set contact. Hi , That's correct – activities can't be used for re-enrollment. Contacts already met the workflow goal. I contacted HubSpot support and they said it was due to a backend limitation. Hi , This is not a company-based workflow, not a contact-based workflow. You would set this custom contact property to "yes" at the end of the contact-based workflow. 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. As it currently stands, we are unable to re-enroll the same company in this workflow multiple times, despite having multiple deals with the sam. Discussions. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. 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. 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. English English Español Português FrançaisPart 2: Create Workflow . If the step changes, the option to call it is still "NO" and the workflow ends. I recommend creating a separate workflow for each contact owner with a meeting link. 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 contacts will not enroll into your workflow. Discussions. Create a workflow to deliver the email. You can also use workflow actions from connected apps . Best regardsIt was the case that a contact filled out a form with his primary mail address, however, he was not enrolled in the marketing workflow with his business address. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). Select the triggers that will be used for re-enrollment. Discussions. Set event enrollment triggers. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. 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. And no, unfortunately there's no way to reverse workflow enrollment. There is no way to turn this off. 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]. If HubSpot allows users to trigger a workflow every time someone sends an. Because I don't know all of the details here, at a high level I would suggest enrolling the deal into another workflow (WF2) at the end of the first workflow (WF1). For example, when we set a deal property as an enrollment criteria in a workflow, it isn’t possible to use that same criterion for re-enrollment. 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. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. They'd enroll but nothing would happen. Use HubSpot's workflows to automate business processes and be more efficient. Will step 2 stop subsequent 5 min delay. 1. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. To do: Use ”Is known" as an enrollment and re-enrollment criteria. 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 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. Delete all enrollment criteria. Turn the workflow on. HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. If you can share screenshots of what. Why is that? I am running a CES workflow and want to send the customer regularly a survey. Third, turned on my zap. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. 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. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. . I have a few important evergreen workflows that set attribution and assigns MQLs. " Click "and" to select the same workflow, then select "has not met the goal. Just click the orange button in the top right corner and you'll see the options. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Discussions. Discussions. Quick question about workflow completions. 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. To do: Use ”Is known" as an enrollment and re-enrollment. We're uncovering those tools. My approach to a solution would be a main workflow and a second workflow which includes the step to decrease the value. In HubSpot, this covers any change to the property. In the workflow editor, click the + plus icon. 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. 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. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. We use cookies to make HubSpot's community a better place. How the "Enrolling Existing Contacts" Option Works.