You may be aware of this already: Currently your workflow will only enroll a company if both. Re-enrollment triggers do not consider date or number refinements. The ads are exactly as you mentioned - see ad, click download, get PDF. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. This mostly relates to custom-coded workflows. 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. Create a workflow from scratch. . We would like to trigger a number of things based on the. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. 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. Hi @aj. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. Contacts already met the workflow goal. 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. Thanks for the tag @jennysowyrda!. 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. I know that some propertie. Biggest HubSpot Workflow Mistakes. Please note: deals can't re-enroll based on line items. Set a delay for the number of days, weeks or months that you want to wait before the email in workflow B is sent. However, we WANT people to be able to re-enroll if. Enroll list in workflow. If you want the workflow to trigger whenever Last modified date changes, you should change the enrollment criterion to "Last modified date is known" and enable re-enrollment for it. We use cookies to make HubSpot's community a better place. To do: Use ”Is known" as an enrollment and re. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. If you want to bypass this, you would have to create a list and use that list as a re-enrollment trigger. Discussions. (uber important) - see image excerpt . workflow enrollment criteriaClick the name of the workflow. Add 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. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. Click the name of the workflow or create a new workflow. Turn the workflow on. 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. currently, we are not able to use scoring properties for re-enrollment in workflows. 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. @megananderson I think there's an opportunity there to swap in some date time stamp actions within HubSpot and then clearing those actions as well. 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. In the right panel, under OneSignal, choose an option:Free HubSpot account: 500 emails per day; Paid HubSpot account: 5000 emails per day; Size limits. Until today, re-enrollment criteria only existed for contact-based workflows. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. 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 have a workflow in place for new contacts, which includes rotating the contact owner. Hi @johnhenry,. Step 3. On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . The issue we have is as. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The contact enrollment criteria changes when I add new enrollment criteria (mostly this is adding a new form fill action). To provide some more context, I was trying to have contacts re-enroll based on. To learn more, and. ) 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 "Processed" or. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. So every time this property changes a contact gets enrolled. 4. In the right panel, view the record's workflow history. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. 2. It will do the job every day. Action 3: Send sales team member an in-app notification of. CRM & Sales Marketing Service RevOps & Operations Commerce3. ('is known' is equivalent to 'has changed' in HubSpot workflows. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. 4. 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. Add more Enrollment. To. Inside my email to test the trigger and the email that is meant to be sent it does not work. Need help choosing a plan? +1 (857) 829-5060. status (Active vs. e. Since we use this to offer specification sheets, re-enrollment is enabled. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It seems that I am not enrolled even tho I meet the trigger. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For example: If a re-enrollment trigger is based on list membership, a contact will re-. I'm not aware of a way to achieve this, unfortunately. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. Visual Editing. 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. The only information I get. Are you sending this email after y. Click Save. However, does this mean i still have to select re-enrollment option - "allow contacts who me. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. We use cookies to make HubSpot's community a better place. Pricing: Free; $19. Hi @AGardner,. We have found that it works with the workflow: - "If the Status of the ticket is either On Hold (Pip. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. CRM & Sales Marketing Service RevOps & Operations CommercePart 2: Create Corresponding Workflow . In your HubSpot account, navigate to Automation > Workflows. Contacts already met the workflow goal. This data is updated in custom fields on the company, e. 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). I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. To search for a specific object, use the search bar and enter the name of the object you're searching for. When using the property filter is known for re-enrollment, objects can re-enroll. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. In the top left of the workflow editor, click Details. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as expla. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Hi @Stanza,. In the workflow editor, click the + plus icon to add an action. Hope that helps. Set up the trigger, then click Apply filter. So in short, we'd like to unroll users after a while. 3) enroll in another workflow: waiting for event #2. In the actions panel, select Unenroll from sequence . This will update the date property, which will then trigger the HubSpot workflow according to the desired cadence; Note: you will need to set the initial "Monthly Call Task Date" if you are using it. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. Customer Health Score. . This is working for the majority of users, bar 1. 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. Save your changes. Grow Your Business. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Activity properties cannot be used for re-enrollment. To do this effectively, you might have to. Get a demo to learn about our premium software, or get. Add the “Send Email” activity to the workflow. Discussions. In workflows, enroll up to 100K records per day per sandbox. To learn more, and. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. It seems that I am not enrolled even tho I meet the trigger. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. _____ workflows will operate once a contact meets the enrollment triggers of that workflow. We then combine this with 1 or 2 follow-up phone calls. How Trigger or Enroll in Workflow with Form on External Site SOLVE Hmm, perhaps. To learn more, and to see a full list of cookies we use, check out ourTo trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". In the lead nurture workflow example, enrollment wouldn’t make sense, because you would not want a HubSpot contact to receive the same series of re-engagement emails multiple times. . HubSpot won't check these criteria daily. Use re-enrollment triggers to allow records to be re-enrolled in your workflows. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". Actions are functions that the workflow will execute for enrolled records. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. ). Enrollment trigger: Contact gathers a certain number of HubSpot points. WF: waiting for event #1. These adjustments help ensure your. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. Best regardsIf a lead comes back to the site and a day later fills out same form, they will not be reentered into the workflow. You could enroll contacts in a workflow once when the number of sessions greater than 1 (re-enrollment disabled, as per your description), followed by an internal email. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. 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. In the pop-up box, click Sequences. I have a workflow to segment my audience in personas. Click the Workflows with errors tab. The first and only action in this workflow would then be the "Set property value" act. 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. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Hey @AllisonAltus,. A solution I found with a HS support person is very similar. Workflow Re-enrollment based on page visit. 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. This one is similar to the suppression list, except that goal lists serve a different purpose. Navigate to. A customer health score is the best metric to help you determine whether a customer is planning to stay with your brand or leave your brand. This trigger could be used for Re-enrollment . Click the name of a workflow. 2. If it's known, you would send the record down a path where. By default, records are only. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Is the solution to. 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. Jun. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. If a record is already syncing between HubSpot and Salesforce, then any new campaign enrollment on the Salesforce side syncs back to HubSpot. A simple update in your database can trigger a whole host of internal tasks, including lead scoring and alerting your sales team to new prospects. However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. Contact date property. To learn more, and to see a full list. (This is the first selection HubSpot asks you to make when creating a new workflow. Correct me if I'm wrong. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. 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. 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. 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. @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. 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. . Why is this?Re-enrollment. Then enroll contact into static list. . Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. This won't work because Contact will need to be updated more than once. If you’re unsure why an object was suddenly. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. Contacts cannot be enrolled in a workflow more than once at a time, so. 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. Thanks, Nicu Excellent, thanks, Frank. 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 o. (Yes, this could be. This is applicable when the object, workflow type and property type are the same. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. 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]. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. If HubSpot allows users to trigger a workflow every time someone sends an. 5% per transaction. Help other HubSpot searchers find this post quickly by accepting this solution today. Export Workflow History. Start from scratch; Center on a date; Center on a date property. HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. Workflow B is triggered by the completion of Workflow A and sends a series of emails to ensure the contact clicks on the download CTA. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. Once the actions are executed, they're executed. In the past, there was a detail that listed the other workflows which were enrolling in to the workflow you were viewing. 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'. You should see the Form Submission. If you're reading this article, chances are you know how. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. It then jumps from 0 to. The company workflow would already have done it's job. Stay sharp. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. Discussions. Once I've added this additional enrollment criteria I get prompted by HubSpot if I'd like to. In company workflows, you'll now see an enrollment trigger category for List Membership. Hi @BrettloweAUS, You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was logged on the ticket ). CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. The other two options would work as well, virtually the same thing in this scenario. This won't work because Contact will need to be updated more than once. Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. To edit an existing workflow, hover over the workflow, then click Edit. We use cookies to make HubSpot's community a better place. In the workflow editor, click Set up triggers. Hi , You can set this up using a company property. ----- 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. We use cookies to make HubSpot's community a better place. Just click the orange button in the top right corner and you'll see the options. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. 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. You will also pay the processing fee you have agreed to with Stripe. The sequence editor will open up and see a blank canvas. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. 1. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. 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. HubSpo. Select the triggers that will be used for re-enrollment. 1. The workflow is activated and everything is tested. Servers cost. This is applicable when the object, workflow type and property type are the same. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment. Follow along and catch all of our HubSpot tips here. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. If HubSpot is logging emails from your ERP system, you could leverage the "Contact Property" of "Last Email Subject" or "Recent Sales Email Subject" or another relevant email logging property to trigger the workflow. . Workflow A sends an email with a download link to contacts that submit a form. 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. The association between company and contact is irrelevant for the enrollment of your workflow. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. This allows you to take the appropriate actions to test out the different branches. 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. 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. Ok, but that sounds like the solution then. This is how you could differentiate them in a workflow via Filter type > Activity properties. ) 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 reviewed it. Best regards! Hi 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. Contact, Company, Deal, Ticket) . Hi @MorganW,. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. How to create a HubSpot workflow from scratch. Workflow events will be listed in descending order, with the initial enrollment at the top. 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. From the workflow editor, you can check which actions require changes or have encountered errors. From Add re-enrollment triggers to a workflow : " 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. Delays and actions are based on the action before it, not the lead's enrollment date. If you’re unsure why an object was suddenly. you have to fetch them through the api and get the id from the response, the id in the url is actually a different identifier which is not the identifier that the api uses. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. In this example, only contacts with a HubSpot score between 10 and 30, and a Lifecycle stage that is not equal to Customer, will be enrolled. Allow merged deal to enroll in the deal type workflow. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. This is impossible to do without re-enrolement allowed on activities/engagement actions. In your HubSpot account, navigate to Automation > Workflows. 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. Learn from leading experts on the latest. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Turn On the Re-enrollment switch. Not monitoring key metrics. Hi @MWilliams3, By default, a form submission will overwrite an existing value. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose values will. With Today’s date is unknown, new records would enroll into the workflow. " 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. 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. 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. This is what they suggested: 1. Fourth, turned on my workflow and enroll all eligible contacts. Examine Your Data and Identify What You Should Clean Up. (This is preset based on the date you chose on the previous screen, but can be edited. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. . Reenrollment can be based on that. Very limited data relating to Tasks is stored on an associated record of another object-type (e. Contact Forms. 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. Next, create a workflow. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. . Best regards! We use cookies to make HubSpot's community a better place. Even when I manually try to enroll my work contact, it will not work. The workflow history for the record will be. What I'm chasing is sycing Contact Type, when Company's Type changes. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Do you have a ticket number I can refer to for a support case? happy to be your main POC here instead of going back to Support, but just want you to be aware of our public agreement on time to response and expectations of what we normally handle. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". Question 11. 2. I will advise you to log out from the acc and log in again, try creating wf only after some time. Contacts already met the workflow goal. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. Below is a list of enrollment triggers. And yes, a longer delay would also work. 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. Based on the categorie of the form, do multiple stuff. The second option is to work with re-enrollment only. User-Agent. 181 Upvotes. 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 use cookies to make HubSpot's community a better place. 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. How might I reflect this in HubSpot? Thanks!I want deals to re-enroll into a workflow but only go through We use cookies to make HubSpot's community a better place. 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. " Choose the specific triggers you want to utilize for re-enrollment. Manually enroll yourself. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. To do: Use ”Is known" as an enrollment and re-enrollment. Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to.