Allowing contacts re-enter once it has left the workflow.
Updated: September 30, 2024
This setting determines whether a contact can re-enter the workflow once completed or removed. Enabling 'Allow Re-Entry' means that contacts can re-enter the workflow after they have completed it or been removed, provided they are not currently active in the workflow. If a contact tries to re-enter while still enrolled, they will be skipped. This flexibility allows for better control and customization of your workflows to meet the specific needs of your contacts.
To enable this setting within a specific workflow, follow these steps:
1. From the menu pane at the left hand side of your CRM, click on "Automation."
2. Locate and click the name of the workflow where you want to enable the setting.
3. Click SETTINGS tab below the name of your workflow.
4. Look for the "Allow Re-Entry" option.
5. Toggle the switch to enable the setting.
6. Hit Save on the upper right hand corner to save your changes.
Usage Cases for Allow Re-Entry Settings:
Usage Case 1: If you have a recurring annual campaign, like a 'Happy Birthday' or 'Annual Membership Renewal' notification, enabling 'Allow Re-Entry' will allow the contact to re-enter the workflow each year.
Usage Case 2: For onboarding new users, if updates are made to the workflow that includes new information or steps, 'Allow Re-Entry' can be beneficial. Contacts who have completed the workflow can re-enter to experience the updated version.
Usage Case 3: If a contact didn't engage with the workflow the first time around (maybe they didn't open your emails or click your links), allowing them to re-enter the workflow gives them a second chance to engage with your content.
Please Note:
Workflows that utilize an appointment or invoice-based input trigger will permit contacts to enter multiple times, irrespective of the state of the "Allow Re-Entry" setting. Even if "Allow Re-Entry" is not activated, these specific input triggers will override the setting and Allow Re-Entry entries of the same contact after they have gone through the workflow or been removed from it.