The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. You can manually unenroll records to use suppression lists, goals, or unenrollment triggers to automate workflow unenrollment. But sometimes it makes sense to en. Hi, it would be super helpful to have the following workflow feature available: Sometimes objects (contacts, companies, deals) need to be enrolled manually to a workflow and usually it makes sense to enroll them and they start from the enrollement trigger. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. Hi @Jenniekari. Out of the box, without custom development, workflows do not have any cap / throttling features. ; Classroom Training Schedule in-person training for a hands-on and personalized. Do you have a ticket number I can refer to for a support case? happy to be your main POC hereThis includes if the contact opted out, or they were unsubscribed by a HubSpot user or workflow. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. I'm trying to understand if the iframe's logic is advanced. This one is similar to the suppression list, except that goal lists serve a different purpose. You would have to find. They all had read access to workflows but COULD still manually enroll contacts in workflows. +1 on this. In the top left, click the Manage tab. I was using the BETA "When an event occurs" trigger with form submission, but that doesn't give you the re-enrolment option. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Use the workflows tool to take your automation to the next level. - HubSpot Community. Conditions. Hello, It would be very helpful if we can enroll members (manually or enrolling them from another workflow) not from the top but from one of the steps. Manually enrolled records will execute the workflow immediately. " Once this is saved and processed, the list should pull in the contacts that have been enrolled in your workflow but have not met the. . Select the workflow in question, then select "contact has been enrolled. We use cookies to make HubSpot's community a better place. It should be possible to manually send an email if it is saved for an automation or a simple workflow. When the Automation runs, Demandbase identifies people that. For contact-based workflows, you have the option to enroll records manually one by one and through a list. It would be really useful to enroll the Custom. With today's change, you can now create re-enrollment criteria for all workflow types. Do you know what happens to contacts that are currently enrolled in the workflow if I turn the workflow off? Will. Click over to the Performance section, and you’ll see the following screen: The top section summarizes overall performance of the workflow, with the number of contacts ever enrolled, the number of active contacts, along with the conversion rate. Thanks. Are you sending this email after y. In the left sidebar, click Unenrollment and suppression. There should be an option or workaround to manually enroll the records in bulk. A contact from my database registered for an. Get a HubSpot CRM account Get a HubSpot developer. You just toggle the enrollment trigger settings to "Enroll Manually" in the workflow. In the left panel, select Branch. To further refine your trigger, click Add refinement filters. For example, you can use workflows to:Click the name of the workflow. I know it is possible to switch on the workflow manually in the Hubspot app and select the option to include existing contacts that meet the criteria i. In the right panel, Workflow memberships section, click Manage. Then, in workflow options select unenroll from the sequence. For that i have created different deal properties (Product 1 Discount, Product 2 Discount) that in a workflow automation capture the data on discount on the specific products from the line items associated with the deal. Hi @ATrajkova,. Activecampaign has a skip wait step and Hubspot should too. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. Click the pencil icon edit to give your workflow a name, then click Create workflow. You can’t use the HubSpot sales tool functionality within Workflows, but you can send sales-looking emails automatically to leads without manually enrolling them. In cases like these, utilize the “enroll” button on the top right of your workflow to manually enroll a specific contact. This workflow will clear the close date property as soon as you click "Create deal" at the bottom of the creation form, or as soon as another process creates a deal. We use cookies to make HubSpot's community a better place. In this case, if you're looking to enroll deal almost instantly when e. In the actions panel, select Unenroll from sequence . Here's an example of such a workflow: Enroll all companies where Name is known, copy company Name into contact property Company name field of all associated contacts. The user must complete one form. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. Plan to send 3 emails asking for feedback 2 days between each. I have a branch in it which check if an action should be execute. ”. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Learn more about the Workflows API in the Workflows API overview . Now, we’ll set up workflow B. Ok just a misunderstanding of terminology. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. then I changed to anytime. 4. Can I have a workflow that has both manual and automatic enrollment? In my use case, I've got an onboarding. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. I want to enroll the user in a workflow to get feedback on the product. . We use cookies to make HubSpot's community a better place. HubSpot support is available via chat, email, or phone for Marketing Professional accounts and above. . true/false: segmentCriteria: List filters used as the workflow's enrollment criteria: See Contact Lists API for examples: goalCriteria: List filters used as the. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. " Click "and" one more time to select "has completed workflow. clickEnroll from a. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Next, click the check mark for “ Use Lambda Proxy Integration ” - this ensures that the API Gateway is integrated with the Lambda function. This allows you to take the appropriate actions to test out the different branches. Enrols contact list manually only in bulk or individually. The second workflow would enroll deals when a contact associated with that deal fills out the "Personal info" form. External email in workflow. This allows you to take the appropriate actions to test out the different branches. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Since recently, sequence enrollment can be automated via workflow: This is what a workflow would look like: Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. Event triggers can't work retrospectively, you can however simply use the traditional trigger of filter > marketing emails > clicked link or CTA click depending on if you used CTAs or buttons in the email, which. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. ) Best regards!An HS Workflow is already in place to trigger (based on List Membership) an Automated HS Email send when a contact is added to the List. To get started creating a workflow: In your HubSpot account, navigate to Automation > Workflows . Your contacts went through the earlier actions as well. . Click the Contact enrollment trigger box. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. In the right panel, select an action. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I have an idea to optimize the (deal) workflow. You can set triggers and contacts will be enrolled in the workflow once they meet those triggers. Can I have a workflow that has both manual and automatic enrollment? In my use case, I've got an onboarding workflow that once my contacts complete, I would like to enroll them in another workflow called program overview. Delete all enrollment criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Selecting the Copy Company Property Value action Configuring the Copy Company Property Value action . Turn the workflow on. In the right panel, select the checkbox next to the name of the contact you want to enroll. The challenge is that, as noted in HubSpot’s knowledge base article on re-enrollment triggers, “By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Click the Workflows with errors tab. As contacts join the list, they would also be enrolled in the workflow and then the sequence. if job title is know then i have branches for each of the personas: if title is x, persona property is y. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Empezar desde cero. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Keeping track of people's actions and your response manually would be a tedious job. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 6. They all had read access to workflows but COULD still manually enroll contacts in workflows. 2. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. Remove from all other workflows optionin Unenrollment and suppression. . 4. In this video, we explain the differences between a Workflow and Sequence in HubSpot. . The first step will be an if/then statement to check if someone already has that box checked. Selecciona el tipo de Workflow que deseas crear. . Have built a workflow that creates a ticket and then delivers a custom email that contains using html, a unique URL to go to a payment gateway that we have to allow payment to be made and linked to the. The next step of the workflow would be an update to the Deal stage property. Additionally, you can manually enroll a contact within your workflows series. What I have done is - Added a Yes/no field to Deal record to initiate the workflow. Then make the last step in the Workflow to unset th. then I changed to anytime. To learn more, and to see a full list of cookies we use, check out ourWhen I manually placed my contacts in the List that triggers enrollment, the notification tells me "Your contact wasn't We use cookies to make HubSpot's community a better place. ('is known' is equivalent to 'has changed' in HubSpot workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the upper right, click Create workflow. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you do not want to blow the daily HubSpot API limits. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. Select "Lambda Function" as the integration type. SEO. With that, your workflows are complete and you can. That means less manual work and time back in your team's day. English English Español Português FrançaisThanks Karsten, your screenshot pointed me in the right direction. Set enrollment criteria. En la parte superior derecha, haz clic en Crear Workflow. thankHi, thanks for this explanation, however a question for clarity: does this mean the API is not actually "unenrolling" a contact from a workflow? Will I be able to re-enroll a contact, once I've used the API to "unenroll" them from the workflow? That's my whole purpose for using the DELETE contact fr. It will do the job every day. Please make it possible, it could be as easy as having us clear the 'enrolled in sequence' property and then set it to 'No' while setting up the workflow, and an option like above for a bulk unenroll option will. . If you want to use Workflows for sending sales emails, the best way to achieve this is by working around the enrollment limitations. To set up enrollment Triggers, do the following: In the workflow editor, click Set enrollment triggers. Capture form submission date in contact. Hey , Thanks for sharing over a detailed use case. I have a schedule workflow which I enroll contacts only one time. When meeting certain criteria in workflow A, contact is. 2. manually enroll your contacts and they'll skip to the middle of your workflow where you set your go to action. Change all delays to five minutes. Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. I want to enroll the user in a workflow to get feedback on the product. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Manually enroll yourself. Considering that this popped up when I tried to send this post, I'm guessing it's just a bug, though. Rather, a specific Owner with a Paid Seat must be selected. Actions are functions that the workflow will execute for enrolled records. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. Manually enroll Companies into a workflow by list. You can use the contact property Date of last meeting booked in meetings tool for this. . Hi Rick, I import lists on a daily basis that go through a workflow to send emails. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. . . When I manually enroll contacts, it works as intended. Hey hmm, I'm not sure why you can't enroll existing contacts to be honest! I would need to take a deeper look into your workflow settings to troubleshoot further. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. Choose "POST" as the HTTP method and click the checkmark icon/button. Unfortunately not, no. A very flawed feature. Set workflow enrollment triggers to automatically enroll records into your workflow when they meet specific trigger criteria. We use cookies to make HubSpot's community a better place. This happens when other admins swap out forms on landing pages. To set up a lifecycle stage workflow: In your HubSpot account, navigate to Automation > Workflows. Can you send me your App ID, and the HubID of the account you're doing your automation through workflows in? If you just need to re-enroll you contacts into the workflow each time a timeline event is created in HubSpot, you should simply be able to. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects into sequences. In theory, this could. Steps to follow: Step 1. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. If you only want to enroll contacts manually, leave the enrollment trigger box blank. Sometimes that trigger is a list membership or a form submission. If you are trying to set up a welcome email or some kind of follow-up to a form, you should be able to set that up as a part of the form (in "follow-up. Depending on what the other steps are and what the goals are, contacts can drop out at various stages but without seeing the whole workflow and your workflow settings, it's hard to say where exectly the problem is. It should be possible to manually send an email if it is saved for an automation or a simple workflow. Enroll from a contact record In your HubSpot account, navigate to Contacts > Contacts. Set enrollment criteria to enroll specific records or manually enroll your contacts. To. Then, whoever is currently in the workflow will finish, but no contacts will. I've commented previously on the other complaint of this feature. 2. Then create a second workflow where the trigger is the change in a specified contact/deal value (i. In the right panel, select the when an event occurs. - see Turn off workflows Also, when turning off Workflows, you'll be notified by HubSpot that there are Contacts ACTIVE in your Workflow. So far so good. It'll also help you report on data across company and contact objects. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. With workflows, HubSpot can automatically copy the value of one property to another — which can be really helpful since HubSpot doesn't automatically sync properties between associated records. In the right panel, select the when an event occurs. Note: This should only be set to true if segmentCriteria is empty. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). An 'Enroll in sequence' action and an `Unenroll from sequence` action. 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. Manually enroll contacts into a workflow and have them bypass any steps. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. Usually the re-enrollment is the "gotcha" that catches most. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I'd like to execute a sequence we've. Here's how: Click Automation and select Workflows. In the meantime, the only way around this is to adjust the process you're using to enroll objects into the workflow. For re-enrollment to happen via triggers, the records must meet the initial enrollment triggers of the workflow at the time of re-enrollment. For example, updating an enrolled contact’s. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Once the workflow is live, new contacts would enroll when they're added manually to the static list. In the top left of the workflow editor,. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. 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. 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 segmented lists or. Because the confirmation email was triggered. Hey , While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. How the "Enrolling Existing Contacts" Option Works. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Create a Marketing Contacts Analytics Dashboard. . How to create a HubSpot workflow from scratch. Allow cookies. 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. by another workflow using the enrol in workflow action. Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. The Automated HS Email is associated to the HS Campaign and the contact then becomes a part of the Influenced Contacts of the Campaign. Step 5: Launch your workflow. I did briefly look at the transactional email support within Hubspot but it didn't seem to scratch the itch. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. Suppose you're using HubSpot Workflows. Like many things, it can be achieved with custom code actions in workflows which require development. Click the name of your workflow. Set up the trigger, then click Apply filter. So in short, we'd like to unroll users after a while. 1825 days. . Some possible options: It sounds like you might be enrolling deals based on an automatic enrollment trigger set up in the workflow, so you could instead remove the trigger and manually enroll contacts. However my contacts ar. This morning I see everyone went through the workflow. After moving on to the next action, the number will reduce again, usually to 0. Making sure the new leads coming into your CRM are identified with a lead status can be useful in other workflows where your sales and marketing teams may pass leads back and forth for nurturing or follow-ups. First, set a measurable goal or common task and select a list of contacts in your database to be enrolled in the workflow. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. Now you need to specify what. 3. I created a custom property since we have different NPS for different products. I need to update the parameters of an Active List. Turn the workflow on. Granted we did have 117 people on the email lis. One quick workaround for a once off enrollment would be to create a static list of the contacts you want to enroll, then set an OR on. Ok, but that sounds like the solution then. To enroll a list of contacts. e. Existing contacts ACTIVE in Contact Workflows will keep their place. trigger is " job title is known". An 'Enroll in sequence' action and an `Unenroll from sequence` action. When meeting certain criteria in workflow A, contact is. These. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. Steps to resolve. To learn more, and to see a full list of cookies we use, check out ourRight now I have a workflow that can find those enrolled in a sequence and create a task, but I still have to manually unenroll them. If you want to make bulk updates to existing records, it is best to make those changes using the. they are already a member of the list, but I can't find an option. Contacts already met the workflow goal. As to the enroll existing contacts. You can also take action on associated records. . On the other hand, in sequences, you can enroll a contact manually only, either individually or in bulk. If this workflow should only be triggered manually (either by a user in HubSpot or through the API), set this to true. Either from the sequence summary screen or directly from the contact record. You can also enroll individual contacts into workflows from the contacts panel. Hope this helps. (The exact list criteria depend on your workflow actions. Un-enroll from HubSpot Workflow. We use cookies to make HubSpot's community a better place. In the case of this workflow, be sure to turn on re-enrollment, because if the contact converts on another website form, they can be sent through the workflow again to revert to non-marketing. HubSpot advised this isn't possible yet, other than by manual enrollment, so. WF: waiting for event #1. Set your action to send the email to the contact. Since the sequence tool does not read criteria in the way workflows do, we need to manually enroll contacts into the sequence. HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. I'll appreciate it if someone can explain the difference between setting up an action in a workflow to unenroll a contact. We are a team of HubSpot experts. The workflow send the templated email to. Trigger a Recipe based on events (such as a customer filling out a form). But you DO notice when reviewing the workflow, because a clear notification appears at the first step. Said contact is already sales-qualified but downloaded an ebook using a pop-up form and is now enrolled in the nurture workflow. 2. tab and click the plus icon. Is it possible when creating a workflow through the api, to enable it and enroll existing contacts in the list at the same time. Just using the endpoint to enroll allows my contacts to be re-enrolled to. Trying to put the right content in front of the right leads at the right time becomes a guessing game. We can set properties of an object from a workflow, but not associations. If I have to manage recipients and template data I'm 90% to just sending it out from our own email infrastructure. Next challenge is that I want to send an email when it's more than 30 days since the last login. Use sequences properties and activity as Contact filters in List and Workflows. Before turning this workflow on, you need to review the workflow set. Delays and actions are based on the action before it, not the lead's enrollment date. How the "Enrolling Existing Contacts" Option Works. Get a HubSpot CRM account Get a HubSpot developer account Community. You may choose to enroll records manually. Constantly updating data for every one of your prospects is tough. The Workflows API currently only supports contact-based workflows, the latest stable version of. To learn more, and to see a full list of cookies we use, check out ourGot it @lasseschou, thanks for the clarification. Navigate to. " Click "and" to select the same workflow, then select "has not met the goal. The starting condition for any workflow could be to manually or automatically enroll contacts. It would go like this: If a contact has at least one active policy, don't enroll; If a contact switches to zero active policies (custom contact property) and now has 1+ inactive policies (custom contact property), enroll in win-back workflowI'm trying to create a workflow that assigns a "HubSpot team" (an out of the box property) to a contact based on the specific form that was filled out and the page on which that form is published. I think my problem here is that many deals are enrolling at the same time, and there's no way for me to sequentially process them several seconds apart to avoid hitting the 4 per second search API limit. Click the name of the contact to enroll. After which, we can select the action ‘Copy Company Property Value’, and configure the settings to copy the ‘Name' property to the target ‘Company Name’. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. Sequences are best suited for manual enrollment, and they allow sales representatives to personalize individual emails before sending them. From the left navigation bar, go to Orchestration > Automations. Otherwise, register and sign in. Example: -1- Contact Create Date is after 1-1-2050. when i first turned this on, i put every day at 3 am. If you’re unsure why an object was suddenly. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. To further refine your trigger, click Add refinement filters. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Excellent, thanks, Frank. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). ”Enrollment criteria: Re-enrollment: It doesnt seem to let me use the assoication filter as part of the re-enrollment criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click the name of a contact-based workflow. No auto-enrollment but simply a manual enrollment should be able to get the previously merged contact into the workflow when desirable (determined by a human in other words). Now I need to fill in some of the properties manually. If it is just one email, then move that over to a marketing email and send it out to a specific list of people. They can also be enrolled automatically by using contact-based workflows. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. Manually enroll contacts into a workflow and have them bypass any steps. In this guide, let’s explore seven must-have HubSpot workflow examples that streamline your sales process, improve communication between your sales reps, and. You can now use list membership as a trigger for Company workflow enrollment - but lists are still not offered for manual workflow enrollment (in the workflow app or the tools app) The change was made silently, like so many. 2. Ready to set up your re-enrollment criteria? In any new or existing deal, ticket, or company-based workflow, expand the enrollment criteria, and you’ll see the “re-enrollment” tab. I am trying to create a simple workflow to test sending an email to a specific user after they've completed a form. To add a branch action to a workflow: In your HubSpot account, navigate to Automation > Workflows. I have removed them from the list automatically created for people who submit the form but they are still showing in the email automation workflow. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Allow nodes to merge. You can select additional properties to refine the objects that you would like to enroll in the workflow. Custom Object List manual workflow enrollment You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. This video shows you how to manually unenroll a contact from a sequence in HubSpot. Once that property is manually set to the right value, the workflow. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. How to create a simple hubspot workflow. To learn more,. Simply deleting my goal allowed users to enroll again. We use cookies to make HubSpot's community a better place. Hi all, i've a question with workflow enrollement. . Lead Generating Websites That Drive Results. - That ticket contains custom fields to add the value that is. In your HubSpot account, navigate to Automation > Workflows. Exampl. Enrollment: Allows contact list enrollment both automatically and manually. com How to test your workflow. HubSpot workflows aid in: minimizing errors when a large number of emails are sent manually, following up on leads easily, managing marketing initiatives effectively, enrolling leads and nurturing both old and new prospects, setting your end goals, tasks/things you plan to achieve like a conference or a. Hi @IBrockschmidt, If you want to enroll a contact into a workflow when a property changes, you would simply set the enrollment trigger to "is known": It sound like you'd want contact to be enrolled whenever that happens. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Yes, enroll existing contacts who meet the trigger. The following workflows would be deal -based. Example: A user on our website starts to fill in a form -> Adds them to a workflow -> they then get added to a list Thank youOnce the workflow is live, new contacts would enroll when they're added manually to the static list. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would.