suscription workflow (2024)

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suscription workflow (6)

PDelfinHipoli

Friday

Member

I am working on a workflow and need to allow re-enrollment for contacts who meet the enrollment criteria again after being unenrolled. Currently, I am facing an issue where a contact who meets both the enrollment and unenrollment criteria is not getting re-enrolled.

Could you please guide me on how to enable re-enrollment in the workflow so that contacts can be enrolled multiple times if they meet the enrollment criteria again after being unenrolled?

Thank you for your help.

Solved!Go to Solution.

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Workflows

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suscription workflow (7)

Solution

karstenkoehlersuscription workflow (8)

Monday

Hall of Famer | Partner

suscription workflow

SOLVE

@PDelfinHipoliwhen you click into the enrollment criteria, the left sidebar opens. In the left sidebar, you should then see a tab for reenrollment. Can you please share a screenshot of that?

suscription workflow (9)

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

suscription workflow (10)

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suscription workflow (11)

Solution

PDelfinHipoli

Monday

Member

suscription workflow

SOLVE

Don't worry, I already saw how to achieve it, thank you very much

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suscription workflow (12)

karstenkoehlersuscription workflow (13)

Friday

Hall of Famer | Partner

suscription workflow

SOLVE

Hi@PDelfinHipoli,

Can you please share a screenshot of your enrollment and unenrollment criteria?

Generally, if you set unenrollment criteria, these are obeyed unconditionally. You would have to adjust them so that the contacts you want to enroll don't meet them.

Best regards

suscription workflow (14)

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

suscription workflow (15)

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suscription workflow (16)

PDelfinHipoli

Friday

Member

suscription workflow

SOLVE

Hi, thanks for the response, this is what I have.suscription workflow (17)

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suscription workflow (18)

karstenkoehlersuscription workflow (19)

Saturday

Hall of Famer | Partner

suscription workflow

SOLVE

@PDelfinHipolicould you please share a screenshot of your reenrollment and unenrollment criteria, too?

suscription workflow (20)

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

suscription workflow (21)

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suscription workflow (22)

PDelfinHipoli

Monday

Member

suscription workflow

SOLVE

I don't know the part in which to do that, in fact that's where I have a problem, if you could help me with how to do it, thank you very much

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suscription workflow (23)

Solution

karstenkoehlersuscription workflow (24)

Monday

Hall of Famer | Partner

suscription workflow

SOLVE

@PDelfinHipoliwhen you click into the enrollment criteria, the left sidebar opens. In the left sidebar, you should then see a tab for reenrollment. Can you please share a screenshot of that?

suscription workflow (25)

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

suscription workflow (26)

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suscription workflow (27)

Solution

PDelfinHipoli

Monday

Member

suscription workflow

SOLVE

Don't worry, I already saw how to achieve it, thank you very much

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suscription workflow (28)

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suscription workflow (2024)

FAQs

What would you check to see whether a workflow failed? ›

Check workflow run history

You can review the status, inputs, and outputs for each step in the workflow. To check the workflow's run status in your Consumption logic app, review the runs history. To view more information about a failed run, including all the steps in that run in their status, select the failed run.

How to write workflow requirements? ›

Steps to Writing an Effective Workflow

As you start, take note of the following steps to ensure you cover all bases and create the most effective workflow: Choose a specific process to map. Once you know the process you want to map, create a simple process flowchart that documents each step of the process.

What is a workflow solution? ›

A workflow solution is software or a system specifically designed to optimize business processes. They help you monitor and manage your operations, improve the efficiency of your processes, reduce the cost of errors or downtime, and ensure compliance with regulations.

How to write a workflow plan? ›

1. Define Your Goals
  1. Identify Processes You Need to Optimize First. ...
  2. Analyze the Current Process. ...
  3. Identify Bottlenecks. ...
  4. Define Responsibilities. ...
  5. Select an Easy-to-Use Workflow Tool. ...
  6. Design a Step-by-Step Workflow. ...
  7. Test the New Business Workflow. ...
  8. Train Your Team to Use the New Workflow.

What is a workflow checklist? ›

A workflow checklist is a list of tasks to be completed in a workflow process.

How do you evaluate a workflow? ›

The most common method to evaluating workflow is flowcharting. Flowcharts show how processes really happen and help clinicians understand what contributes to different types of flows for the same process. Flowcharts can also help to identify areas of improvement needed in the workflow.

What are the 5 stages of workflow? ›

A workflow typically consists of five crucial steps: initiation, planning, execution, monitoring, and completion. Understanding these steps is fundamental to optimizing business processes and ensuring smooth operations.

What 4 things does effective workflow include? ›

What 4 things does effective workflow include
  • Clarity: Clear definition of tasks and responsibilities. ...
  • Automation: Use of tools and software to automate repetitive tasks. ...
  • Monitoring: Continuous tracking of workflow progress and performance. ...
  • Optimization: Regular review and improvement of workflow processes.

What are the 4 actions we can perform using workflow rules? ›

There are four different Rule Actions allowed in Workflow Rules:
  • Create a Task.
  • Send an Email Alert.
  • Send an Outbound Message.
  • Update a Record.
Jan 2, 2020

What is a workflow example? ›

Typical examples of workflows include the following: Approval of employee paid time-off requests. Billing and invoicing. Customer onboarding.

What are the three basic workflow activities? ›

The three basic components of a workflow are Input, Process, and Output.

What is the basic workflow process? ›

Building a workflow comes down to 5 stages:
  1. Identify the tasks that need to be done.
  2. Determine who's accountable for those tasks.
  3. Organize the tasks into a sequence.
  4. Test the workflow.
  5. Review and repeat.

What are the 5 basic workflow patterns? ›

The Basic Control Flow Patterns category captures elementary aspects of process control and consists of five patterns: sequence, parallel split, synchronization exclusive choice and simple merge.

What is a workflow template? ›

A workflow template is a project management tool that allows you to sketch out steps, resources, timelines, and roles necessary to complete a project. It can be used on any multi-step project, whether it's a business process or design project.

How do I check workflow conditions? ›

For the reproducible issue:
  1. Navigate to Workflow > Workflow Version.
  2. Search for the name of the workflow that is running unexpectedly. ...
  3. On the workflow version of the form, check the Condition field. ...
  4. Verify that the glide record against the workflow that is running matches the condition specified in workflow version.

How to check the workflow error in SAP? ›

Hi Lata,
  1. open the instance for which you are trying to find the error.
  2. check the status of the workflow - completed/in progress/error.
  3. open all the steps.
  4. you will find the step in which the error has occured from a red icon with it.
  5. you can check the container of the workflow. You may find an error message there.
Mar 24, 2015

How do I check the status of a workflow? ›

Point to the document or item that is involved in the workflow, click the three dots next to the item (you might have to click additional nested dots to get to Workflows), and then click Workflows. Under Running Workflows, click the name of the workflow for which you want to view the status.

How do you validate a workflow? ›

Step through the logical order of the workflow and double-check that all the possible paths make sense with the purpose of the workflow. You can also use this as an opportunity to check for parts of the workflow that could become cyclical.

References

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