How to re-enroll contacts in workflows

Re-enrolling contacts in a workflow is useful when you want them to go through the same process again, or have them go through a new or updated workflow.

For OutboundSync in particular, this would be useful if you want to re-enroll contacts every time a reply is received.

Steps to Re-Enroll Contacts

Enable Re-enrollment

In the workflow editor, click on the trigger that enrolls contacts.

Select the Re-enrollment tab, then enable the “Allow contacts to re-enroll after completing the workflow” option.

Choose the specific criteria that will allow contacts to be re-enrolled.

Review Workflow Settings (Optional)

Ensure that the workflow's actions are appropriate for re-enrolled contacts.

Test the Workflow

Use the HubSpot Test feature to simulate the re-enrollment process. Confirm that contacts are being re-enrolled and progressing through the workflow as expected.

Alternatively, you can use  OutboundSync’s Testing Modal  to test changes to your workflows

Save and Activate

Once you’ve configured the re-enrollment settings, click Save to apply the changes.

If the workflow is currently active, a display showing the number of contacts that qualify for re-enrollment will appear.

Choose whether you would like to enroll them by selecting “Save and enroll existing contacts”, or you can choose to save without enrolling them.

Finally, activate the workflow if it’s not already live.

Important considerations