How can I re-enroll contacts weekly with triggers in HubSpot workflows?

[FHawkes]

Hi

I'm trying to set Lifecycle stage and Lead Status automatically -  based on several enrolment triggers, I want to run this each week so have set the schedule to do this, however my contacts are not going back down the workflow as nothing is really changing on their record -  the re-enrolment trigger is persona = x, so when this isn't changing they are not entering the workflow again -  I want to keep contacts going down this workflow weekly based on certain enrolment triggers and set these codes automatically.  What's the easiest way to do this? Thanks in advance

[JTolley]

Hey FHawkes,

You could try this trick.

1. Swap the trigger for a persona-enrollment-date property (set it up as a date).
2. When the date is < 0 days ago, trigger the workflow.
3. In the workflow, filter based on persona === x.
4. If persona === x, do your workflow.
5. At the end of the persona === x branch, set the persona-enrollment-date to a week in the future.

Since the persona-enrollment-date property is always moving, it will trigger the workflow again and again once the date has passed.

You may need another workflow to set the persona-enrollment-date initially when a contact comes into the system or the persona changes.

Since we can no longer trigger on the persona - make sure to use the branch to filter out contacts that no longer meet the requirements and stop them from triggering!

[BérangèreL]

Hi @JTolley, thanks so much for your contribution!

Would you happen to have an example of what the workflow might look like? I think it would be really helpful for @FHawkes.

Thanks again and have a great day!
Bérangère

[karstenkoehler · Accepted solution]

Hi @FHawkes,

Out of interest, why would the lifecycle stage and lead status have to be evaluated on a weekly basis - rather then when a change happens?

To answer your question: If you want a workflow to run on a weekly basis, you need Data Hub Professional. You can then set up a workflow that enrolls contacts "Based on a schedule" > "Weekly". https://knowledge.hubspot.com/workflows/use-based-on-a-schedule-workflow-enrollment-triggers

Best regards