What it is.
Seven steps: choose how to build it, set enrollment triggers, set re-enrollment and unenrollment, add actions, navigate with the minimap, manage settings, then turn it on and publish.
Steps two and three are where the money is. Enrollment triggers decide who enters, and re-enrollment decides whether somebody can enter twice, which is the setting behind most duplicate emails anyone has ever received.
It also covers building from a template or with AI, plus undo and redo on changes made in the previous 30 days.
What you get.
- Seven build steps in order, from creation through publishing.
- Enrollment trigger configuration, so you control exactly who enters.
- Re-enrollment and unenrollment settings explained in full.
- Template and AI-assisted creation options.
- Undo and redo on changes made in the previous 30 days.
- Log retention figures: 90 days of action logs, 6 months of enrollment history.
How to set it up.
Decide the goal before you build, since a workflow without a defined exit runs forever.
Start from a template if one is close, because the default settings are usually sensible.
Set enrollment triggers narrowly, then check the preview list before turning anything on.
Read the re-enrollment setting deliberately, as leaving it on is how people get the same email twice.
Set unenrollment so a contact who converts stops receiving the sequence.
Add actions and use the minimap once the workflow gets past a screen.
Use cases
Control re-enrollment
Configure the trigger so a record does not enter twice by accident.
Build in a set order
Work the seven steps from creation through to publishing.
Repair automation nobody trusts
Check the enrollment settings before rebuilding the whole thing.
Best for
Lead nurture that misfires
Duplicate sends and contacts stuck in sequences almost always trace to enrollment settings.
Anyone inheriting a HubSpot portal
Auditing existing workflows starts with reading their enrollment logic.
Handing automation to a new owner
Seven named steps make a workflow reviewable by somebody who did not build it.