Question: Consider the following scenario. Your workflow sends a series of marketing emails that include a large discount email. Should you turn the enrollment of merged contacts for this workflow on or off?
- On
- Off
Explanation
Keep enrollment of merged contacts disabled for this workflow. HubSpot states that merged contacts do not automatically enroll because of merge-related data changes unless this setting is turned on. That matters for a discount email series because a merge can create qualification changes that would enroll the primary contact after the records combine. In a promotional workflow, that increases the risk of sending duplicate or unintended discount emails. Using the default disabled setting helps prevent merge-driven enrollment from triggering that series. HubSpot Knowledge Base+1
Why the other options are incorrect
On Turning this on allows merged contacts to enroll at the time of the merge, which can trigger a discount workflow from merge-related changes and create unwanted promotional sends. HubSpot Knowledge Base+1
Source for verification
https://knowledge.hubspot.com/workflows/manage-workflow-enrollment-settings
https://knowledge.hubspot.com/records/merge-records
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