What is re-enrolment of contacts into a workflow?
Re-enrolment of contacts into a workflow occurs when you want contacts to re-enter workflows multiple times, resulting in them performing new actions and achieving new goals. To re-enroll contacts into your workflow:
- From the Navigation toolbar, select Automation.
- Select the active workflow to enable re-enrollment criteria, so contacts already present in the workflow can re-enter whenever they meet the workflow's trigger condition.
- Click the Settings icon above your workflow canvas as shown in the screenshot below.
- Under For contacts to re-enroll into your workflows, click the toggle to enable re-entry of contacts into the workflow.
- Select the trigger option.
- Click Apply.
Note:
- Re-enrolment is disabled for email action trigger therefore contacts cannot re-enroll into workflows using this trigger.
- For re-enrolment using date field trigger, please note that no contacts can re-enroll into a workflow twice on the same day.
Scenario: Say you've triggered a workflow on a specific date, 25.12.2021, and contacts have re-enrolled into the workflow on that date. You then change the date to 26.12.2021 and set exit criteria for which certain contacts would have exited the workflow. Now you change the date back to 25.12.2021, the contacts who have exited the workflow will not be allowed to re-enter into the workflow on the same date again.
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