To do: Use ”Is known" as an enrollment and re-enrollment criteria. 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). Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. 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. Turn on suggestions. Hi What kind of property are you trying to use in your workflow enrollment criteria? Is it a HubSpot standard one, or a custom one? And what type? Thanks, Phil. Hi , My apologies, I had missed the fact that this was a deal-based workflow. 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. However, you. Change all delays to five minutes. Not updating unenrollment criteria. ----- 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. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Hi guys, i have a company enrollment trigger workflow. Correct me if I'm wrong. 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. . In your HubSpot account, navigate to Automation > Workflows. This would only work going forward, not historically. My approach to a solution would be a main workflow and a second workflow which in. 4. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. Products: Marketing. g. By default, records are only. It is possible to set up workflows based on meeting and call criteria. So Whenever a quote is "published", we expect our sales team to attach Purchase or. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Discussions. (Vice versa from the perspective of the workflow for the remaining 4: the records. For more on Enrollment Triggers, visit here. Yes, re-creating it as a contact-based workflow is an option but means. Especially crucial when you are working with sync errors and your view is only available from contacts tab and cannot be bulk enrolled into a static list to then bulk enroll in 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. We have ~200 webinars a year and want to save specific information after a contact has registered and do a follow up after the webinar for attendees and non-attendees. The only information I get. We use cookies to make HubSpot's community a better place. Hope that helps. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. Sorry about the confusion, as Frank explained it's a bit of both. ('is known' is equivalent to 'has changed' in HubSpot workflows. 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. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. 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. When switching on the workflow, don't enroll contacts who meet the criteria already. Select workflow object and type. This one is similar to the suppression list, except that goal lists serve a different purpose. The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. Description. Enrollment Triggers. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. Quick question about workflow completions. 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'. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. e. Hi , Could you share a screenshot of the enrollment criteria, the re-enrollment settings and the workflow action log of the test contact? Best JavaScript must be installed and enabled to use these boards. Something to keep in mind: The email. Problem. Thanks for the tag @jennysowyrda!. To get started, navigate to the Workflow tool in HubSpot. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. " 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. Search HubSpot Ideas or Create Idea cancel. Hi , I hope I'm understanding you correctly, thank you for the detailed post. You're in good company. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. Workflow & Deal Stage Trigger. 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. In the workflow editor, click the + plus icon to add an action. 1. On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . So in short, we'd like to unroll users after a while. If you use HubSpot payments, your fees will be 2. Re-enrollment should be enabled for both. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. I need to find a work around aside from manually enrolling contacts. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. We have found that it works with the workflow: - "If the Status of the ticket is either On Hold (Pip. However, you. . Hi @rpkumar,. If the step changes, the option to call it is still "NO" and the workflow ends. (Yes, this could be. Use marketing email campaigns to share updates with your subscribers and promote special offers. developers. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. 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. By default, records are only enrolled in workfl. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. Just click the orange button in the top right corner and you'll see the options. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Re-activate WF. I contacted HubSpot support and they said it was due to a backend limitation. It doesnt' show up on the. . 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 ). It waits for the first workflow to set 30 day re-enrollment trigger to "Yes", clears the property, waits 30 days and then sets it to "Yes" again – which will make the deal re-enroll in the first workflow (see second group of enrollment criteria in first workflow). The issue we have is as. @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. 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. I know that HubSpot api calls will retry, but. Hi @Louraine,. You can also review the details of all your marketing emails in the Email Performance dashboard at the. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria will enroll at the recurring scheduled date and time. Hi there, We are selling a service to which users can subscribe online: - for 1 month - for 3 months for 6 months The enrollment workflows for each are created and triggered based on a contact property set at selection of the subscription duration in a subscription form. currently, we are not able to use scoring properties for re-enrollment in workflows. Now,. To. . Click on the “Create Sequence” button. Not testing your workflow before turning it on. To edit an existing workflow, hover over the workflow, then click Edit. Picture it: You sit down at your desk on Monday morning after a great weekend and you open your inbox to a sea of angry. (uber important) - see image excerpt . Set an enrollment trigger to enroll Contacts when they submit the form you'd like to track. for example. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If a record is already syncing between HubSpot and Salesforce, then any new campaign enrollment on the Salesforce side syncs back to HubSpot. Explore The HubSpot Workflow Butterfly Effect and some of the many other reasons delays are not really an optional 'option'. . Until today, re-enrollment criteria only existed for contact-based workflows. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. . First, if not already, rotate to team member. Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. 4. If a new company is added it will be enrolled in this assisting workflow once, set the single checkbox property value which in turn can be used for re-enrollment. The company workflow would already have done it's job. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Every time HubSpot offers a re-enrollment trigger, it is granting users access to their servers to perform an action. 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. They'd enroll but nothing would happen. In the workflow editor, click the + plus icon. To do: Use ”Is known" as an enrollment and re-enrollment. I'd recommend the nested if/then branches from 's response. 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. WF: waiting for event #1. Create a workflow from scratch. 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. Why is that? I am running a CES workflow and want to send the customer regularly a survey. 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. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. And there is some timing thing with HubSpot that loops are not always "on time" so I can get the process to work for several iterations but if/when there is an intermittent delay then the contact doesn't re-enroll. The date a contact is enrolled in a particular workflow isn’t stored in a contact property; instead, you can make a request to the current enrollment endpoint. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". If I correctly understood your question maybe you can use list memeberships. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. Below is a list of enrollment triggers. 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. I am told. . currently, we are not able to use scoring properties for re-enrollment in workflows. 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. The second option is to work with re-enrollment only. Do you have to enroll the deal? Can you not run the workflow from quotes? If so, you can renroll on quote properties and you can still set deal properties from the workflow. For example, enrolling a contact into a contact workflow, every time a contact property value changes. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. This won't work because Contact will need to be updated more than once. We use cookies to make HubSpot's community a better place. Thoughts?Hi , Ok i've selected re-enrollment ON. non-contact properties cannot be used for re-enrollment in a contact-based. This triggers a workflow that then creates a new Deal for each selected option. Typically, the causes of re-enrollment failure &/or excessive re-enrollment are tied to a violation of one or more rules laid out in that KB article. Hover over the workflow, then click Edit. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. status (Active vs. Defining the HubSpot Workflow. If you want this workflow to trigger whenever a new contact is. When using the property filter is known for re-enrollment, objects can re-enroll. 1. In the right panel, view the record's workflow history. . One way to approach this is to look at this from the angle of a contact-based workflow instead of a deal-based workflow and create tasks when "Date of last meeting booked in meetings tool is known" (and re-enroll based on. Best regards! We use cookies to make HubSpot's community a better place. And no, unfortunately there's no way to reverse workflow enrollment. Click Set enrollment triggers. Add a delay to the workflow that will send the email on the desired day and time. Send notification to user when property is updated. However, HubSpot can only re-enroll a contact if the property that triggers the enrollment criteria changes. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. HubSpot Partners solution:. English English Español Português FrançaisPart 2: Create Workflow . Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. Hi @domcorriveau,. The workflow is not turned on. Then, select the "Create Record" action. To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. 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. Allowing Workflow Re-Enrollment for Company Properties Allow company property changes to re-enroll contacts into workflows. Hey @AllisonAltus,. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . I recently started a email nurturing campaign. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. Not setting a workflow goal. 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. In the upper right, click Enroll. We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. You would set this custom contact property to "yes" at the end of the contact-based workflow. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. 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. I recommend creating a separate workflow for each contact owner with a meeting link. We have it set up so a task goes to someone anytime the deal close date changed in the last 1 day. I'm not aware of a way to achieve this, unfortunately. If you're not working with integral numbers, then you'd have to work with an additional workflow which stamps the previous amount into an additional property. Click the name of your workflow. If you're reading this article, chances are you know how. That's it. 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. 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). Set the criteria for the list, so that the contacts automatically gets added to the list and therby triggering the workflow. We use cookies to make HubSpot's community a better place. Manually relaunch a 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. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. I don't want contacts. Inside my email to test the trigger and the email that is meant to be sent it does not work. To learn more, and. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. 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. In the left panel, click Delay. I have a workflow to segment my audience in personas. Or, learn how to create a new workflow. check for a new contact NOT being created by a form. In the left panel, click the email Email icon. 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. 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. We use cookies to make HubSpot's community a better place. Use HubSpot's workflows to automate business processes and be more efficient. Hope this helps! Hello, Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Help other HubSpot searchers find this post quickly by accepting this solution today. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". Enrollment trigger: Contact is member of Webinar Registrants. It would be great if this can be made availableI recently started a email nurturing campaign. 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. Grow Your Business. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Enrol in Workflow B, the no further action; or Is the user enrolled in. Enter a name for the workflow, then click Create workflow. We added two screenshot below to show you the company properties (condition for unknown) are getting listed for re-enrollment but this is not occurring for Contact Properties. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. We use cookies to make HubSpot's community a better place. User-Agent. Specific date. Step 2: Setting your workflow’s enrollment. 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. Remove from all other workflows optionin Unenrollment and suppression. Hi , I test workflows on myself. developers. 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. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. . Might as well offer both features. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in. . If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. To provide some more context, I was trying to have contacts re-enroll based on. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Allow workflow re-enrollment for deal properties. Action 2: Delay the next action for 7 days. How to use. However, we WANT people to be able to re-enroll if. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. " I have two enrollment triggers - 1. The property is updated from one value to another. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. Feel free to share a screenshot of the workflow for a final check. You can use the contact property Date of last meeting booked in meetings tool for this. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. However, the trigger criteria is to submit a form and when testing it the workflow won't work. , correct, with re-enrollment based on Last visited date is known I'd expect the workflow to (re-)enroll a record whenever there is a new value for Last visited date – but only if Consequtive 1:1 sessions is greater than 0. Solution: Workflow weekly to send reminders. Contact date property. HubSpot Re-Enrollment can be very complex. If the step changes, the option to call it is still "NO" and the workflow ends. In. If you're re-enrolling a contact based on a form submission and the if/then branch checks which value the property has, it will be the most current one. If HubSpot allows users to trigger a workflow every time someone sends an. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. Create and manage workflows. 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. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). Until today, re-enrollment criteria only existed for contact-based workflows. 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. 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. In the workflow editor, click Set up triggers. If you’re unsure why an object was suddenly. Are you sending this email after y. In the workflow editor, click the + plus icon to add an action. Currently no company properties. In which case, you can build a list of contacts who have completed specific workflows in the list builder. 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. In your HubSpot account, navigate to Automation > Workflows. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. when i first turned this on, i put every day at 3 am. (understatement) - see Add re-enrollment triggers to a workflow. expired. Just click the orange button in the top right corner and you'll see the options. Date of last meeting booked in meetings tool for example could be the recent conversion but could. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. If it's known, you would send the record down a path where. 1. Navigate to. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. " Click "and" to select the same workflow, then select "has not met the goal. One key example: We want to track the "Time of Last Call Connected". In the right panel, navigate to the "Re-enrollment" tab. Could you explain what you're trying to achieve. If that's the case, you'd also enable re-enrollment as shown in my screenshot. In the right sidebar, click the Re-enrollment tab. Turns out that the "is known" filter option on properties will do this, i. If I do, then yes, this is expected behavior. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Hi , If you link your current criterion with "AND Expected close date is known", you should be able to enable re-enrollment for We use cookies to make HubSpot's community a better place. Hi @Stanza,. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. It seems that I am not enrolled even tho I meet the trigger. ) After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. In the past, there was a detail that listed the other workflows which were enrolling in to the workflow you were viewing. 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. However my contacts ar. . We would like to do the following: 1. The workflow is activated and everything is tested. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. if job title is know then i have branches for each of the personas: if title is x, persona property is y. 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. 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. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. Re enrollment based on Property update. First, if not already, rotate to team member. Click the name of the workflow or create a new workflow. Source. 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. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. 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. Until today, re-enrollment criteria only existed for contact-based workflows. This is applicable when the object, workflow type and property type are the same. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. 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. This is particularly useful for integrations that take contact data and display them in a different interface. 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. In this case the condition i attached is to create the deal, so what expect to check is: If the company has associated deals (the company might have other. . then I changed to anytime.