Question: Why is it difficult to re-enroll contacts in a workflow with a filter-based trigger?
- A filter-based trigger enrolls a contact into an active list that blocks re-enrollment. You have to manually remove them from this list to re-enroll.
- A contact has to opt out of the workflow by unsubscribing before you can re-enroll them into the workflow.
- A contact must completely unmeet all trigger criteria and then meet them again to re-enroll.
- It’s not difficult to re-enroll contacts in a workflow with a filter-based trigger because you can select to re-enroll them automatically in the tool.
Explanation
HubSpot filter-based enrollment triggers re-enroll records only when the record fully stops meeting the trigger criteria and then meets the criteria again. This makes re-enrollment harder when a contact continuously satisfies the original filters. The workflow needs a clear change in eligibility before HubSpot can treat the contact as meeting the criteria again. This differs from event-based enrollment triggers, which can be configured to re-enroll each time the event occurs.
Why the other options are incorrect
Active list block is incorrect because filter-based workflow re-enrollment is not blocked by automatic active-list enrollment.
Unsubscribing is incorrect because workflow re-enrollment is not controlled by email unsubscribe behavior.
Automatic re-enrollment is incorrect because filter-based re-enrollment requires the record to unmeet and then meet the criteria again.
Source for verification
https://knowledge.hubspot.com/workflows/add-re-enrollment-triggers-to-a-workflow
https://knowledge.hubspot.com/workflows/set-up-workflow-enrollment-triggers
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