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Home » HubSpot Marketing Hub Software Answers » What are the different types of enrollment triggers in workflows?

What are the different types of enrollment triggers in workflows?

By vmartinez

What are the different types of enrollment triggers in workflows?

  • Event-based, list-based, and data-based
  • List-based, re-enrollment-based, and date-based
  • Event-based, filter-based, and schedule-based
  • Re-enrollment-based, branch-based, and internal-based

 

Explanation

HubSpot documents three workflow enrollment trigger types: When an event occurs, When filter criteria is met, and Based on a schedule. HubSpot Knowledge Base+3HubSpot Knowledge Base+3HubSpot Knowledge Base+3

These are the official ways records automatically enter a workflow based on activity, property-based conditions, or scheduled timing. HubSpot Knowledge Base+1

That is why the correct set includes event-based, filter-based, and schedule-based triggers. HubSpot Knowledge Base+3HubSpot Knowledge Base+3HubSpot Knowledge Base+3

HubSpot treats other terms such as re-enrollment as settings related to enrollment behavior, not as one of the primary trigger types. HubSpot Knowledge Base+1

Why the other options are incorrect

Event-based, list-based, and data-based HubSpot uses filter criteria and Based on a schedule as official trigger categories, while list membership is handled through criteria rather than as a separate primary trigger type. HubSpot Knowledge Base+2HubSpot Knowledge Base+2

List-based, re-enrollment-based, and date-based Re-enrollment is a workflow setting, and HubSpot now uses Based on a schedule instead of treating date-based enrollment as a standalone trigger category. HubSpot Knowledge Base+2HubSpot Knowledge Base+2

Re-enrollment-based, branch-based, and internal-based These are not HubSpot enrollment trigger types, and branches belong to workflow actions rather than enrollment setup. HubSpot Knowledge Base+2HubSpot Knowledge Base+2

Source for verification

https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

https://knowledge.hubspot.com/workflows/use-based-on-a-schedule-workflow-enrollment-triggers

 

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