You can add a particular contact, organization, deal, or a whole list to any active campaign or workflow in your account. This can be done automatically or manually.

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Difference between automatic and manual enrollment

If you already created or imported your contacts (organizations, deals) and now want them to start your campaign or workflow, you need to enroll them manually.

Note: a campaign or workflow needs to be ON to enroll contacts, organizations, or deals.

The automatic enrollment is suitable if you want the contacts (organizations, deals) to start your campaign or workflow automatically after a certain event happens (e.g., contacts were added to a list, opened an email, etc.).

Note: automatic enrollment is not retroactive. Contacts (organizations, deals) will not be enrolled if the selected trigger event happened before the campaign or workflow is set ON.


Manual Enrollment

Enroll one contact/organization/deal

  1. Open the needed contact's (organization's or deal's) page, click on the Campaign or Workflow button.

  2. Select the needed campaign or workflow from the list.

  3. If you want the contact to start the flow not from the beginning, but a specific step, click Enroll on a specific step button and choose the needed step.

  4. Click Enroll Now button to start the workflow right away, or Schedule Enrollment to select the start date.

Enroll contacts/organizations/deals in bulk

  1. Navigate to the Contacts (Organizations or Deals) page and select the needed contacts (organizations, deals).

  2. Click Add to Campaign

    OR Manage contacts (organizations, deals) > Enroll in workflow.

  3. Choose the needed campaign or workflow from the drop-down list.

  4. If you want the contacts to start the flow not from the beginning, but a specific step, click Enroll on a specific step button and choose the needed step.

  5. Click Enroll Now to start right away, or Schedule Enrollment to select the start date.


Automatic Enrollment

Enable automatic enrollment in a new workflow:

Choose the option Manually and automatically.

Enable automatic enrollment in an existing workflow:

Select the option Enroll contacts automatically in the workflow settings box under the Enrollment tab.

Set enrollment triggers

Then select a trigger – when you want the contacts, organizations, or deals to start this workflow. Once the selected event happens, the system automatically starts the workflow for this contact, organization, or deal.

You can narrow the audience of this workflow by adding filters.

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