Q: I have a weekly reminder email that I’d like certain contacts to receive weekly on Friday. How can I create a workflow that re-enrolls them every week to receive the email?
Currently, HubSpot does not offer workflows that repeatedly re-enroll contacts without the contact continuing to meet the enrollment criteria. Technically, workflows that repeat on a loop have the potential to create many problems if managed incorrectly. If you're unsure if this is the best approach for you, seek the advice of a marketing automation partner. For this specific use case, there’s a simple workaround that can be implemented to create looping workflows in HubSpot.
Pro-Tip: Don't do screen recordings around the cat's dinner time. 😉
Follow along with these steps in the how-to video above:
Create a checkbox field on the contact object for the weekly email you’d like to send. Let’s call this field “Email.”
Create a workflow to deliver the email. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes.
Add a delay to the workflow that will send the email on the desired day and time.
Add the “Send Email” activity to the workflow.
Add a “Set Contact Property Value” activity to the workflow. Set the property value for the “Email” field to No.
Enable re-enrollment for the workflow.
Create a second workflow. Set contacts to enroll with the criteria needed to receive the email when the value for the “Email” field is No.
Add a “Set Contact Property Value” activity to the workflow. Set the property value for the “Email” field to Yes.