How do I manage enrolling and unenrolling contacts in workflows?

Q: How can I unenroll a contact from a workflow in HubSpot?

A: To unenroll a contact from a workflow in HubSpot, follow these steps:

1. Go to your HubSpot account and navigate to the Workflows tool.
2. Select the workflow that the contact is currently enrolled in.
3. In the upper right-hand corner, click on the “View contacts” button.
4. Find the contact you want to unenroll and click on their name.
5. In the contact record, click on the “Actions” dropdown menu and select “Unenroll from workflow”.
6. Confirm that you want to unenroll the contact by clicking “Yes”.
   
   
   

Q: Can I re-enroll a contact in a workflow after they’ve been unenrolled?

A: Yes, you can re-enroll a contact in a workflow after they’ve been unenrolled. To do this, you will need to manually enroll the contact back into the workflow.

1. Go to your HubSpot account and navigate to the Workflows tool.
2. Select the workflow you want to re-enroll the contact in.
3. In the upper right-hand corner, click on the “Enroll” button.
4. Find the contact you want to re-enroll and select them.
5. Click on the “Enroll contact” button to add them back into the workflow.

Q: Is there a way to automatically re-enroll a contact in a workflow after they’ve been unenrolled?

A: Yes, you can use a re-enrollment trigger to automatically re-enroll a contact in a workflow after they’ve been unenrolled.

1. Go to your HubSpot account and navigate to the Workflows tool.
2. Select the workflow you want to add a re-enrollment trigger to.
3. Click on the “Add enrollment trigger” button in the upper right-hand corner.
4. Select “Contact unenrolls” from the dropdown menu.
5. Choose the email or workflow that the contact will need to interact with in order to be re-enrolled.
6. Click on “Save” to apply the trigger to the workflow.

Q: What happens if a contact is unenrolled from a workflow that has a delay before the next action?

A: If a contact is unenrolled from a workflow that has a delay before the next action, the contact will not receive the next action. When you unenroll a contact from a workflow, all scheduled actions for that contact are canceled. This means that any actions that were scheduled to occur during the delay period will be canceled and the contact will not receive them.