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When a contact no longer meets the enrollment conditions remove them from this workflow?
Remove contacts that no longer meet enrollment triggers The No, keep them in this workflow option is selected by default. Select Yes, remove them from this workflow to remove contacts when they no longer meet the enrollment triggers.
What is a contact based workflow?
Similar to Start from scratch workflow, contacts are enrolled in the workflow when they meet the enrollment triggers, or are manually enrolled into the workflow. However, contacts will remain in the workflow until the first action is scheduled to execute, relative to the fixed calendar date.
What is status workflow?
The workflow status report shows the status of all workflows that are occurring in the system that the user is the initiator of, a participant in, or an observer. The report shows the tasks from all activities, including those that have not yet started (future tasks). The name of the workflow.
How do I activate an inactive workflow?
Activating a workflow All workflows are inactive until you associate them with a workflow scheme, which can then be associated with a project. To activate a workflow: Select > Issues. Under WORKFLOWS, click Workflow schemes to see a list of active and inactive schemes.
What happens when you turn a workflow off?
When a workflow is turned off, records that meet the enrollment triggers will not be enrolled in the workflow. Records that are currently enrolled in the workflow will stay enrolled.
What does active enrolled mean in HubSpot workflow?
This indicates that your workflow has an action to create a record that also meets the enrollment criteria of the same workflow. If this record was allowed to be created, it will be enrolled and lead to the same action that creates a new record, which also will meet the same enrollment criteria.
What is the difference between sequence and workflow HubSpot?
Sequences send emails from your connected inbox as sales emails. On the other hand, workflows use marketing emails that are saved for automation. These emails are sent through HubSpot and the from address can be customized in the email editor. Workflows send marketing emails, which do not use the same templates.