HubSpot Workflow Troubleshoot: How to Diagnose Enrollment Issues

This HubSpot tutorial introduces a feature that enables users to troubleshoot the reasons behind a contact not being enrolled in a workflow.

Video Overview

• Diagnosis for workflow enrollment: This video demonstrates a new feature that helps users troubleshoot the reasons behind a contact not being enrolled in a workflow.
• Using the diagnosis feature: Users have the option to click on 'More' and select "Why didn't this contact enroll?" From there, they can choose the specific contact and timeframe for enrollment, allowing the feature to identify any issues that may have occurred.
• The difference between the diagnosis feature and the enrollment histories: The diagnostic feature sets itself apart from enrollment histories by not only displaying contacts successfully enrolled but also identifying why certain contacts were not enrolled, allowing users to address and resolve any issues.

In this ‘How to HubSpot’ series installment, we’re excited to introduce a new feature that’s guaranteed to simplify the way you troubleshoot workflows: the enrollment issue diagnosis. This tool is designed to answer the pressing question, “Why didn’t this person go through this workflow?”

With just a few clicks, you can uncover the reasons behind a contact’s failure to enroll.

Here’s how it works: If you have a live workflow and notice that a contact who should have been enrolled wasn’t, simply click on ‘More’ and select “Why didn’t this contact enroll?” You’ll then choose the contact in question and specify the timeframe during which they should have been enrolled. HubSpot will provide a detailed breakdown of what happened with the contact and pinpoint where things went awry.

This diagnostic tool is particularly useful because it goes beyond the enrollment histories, which only display contacts who were successfully enrolled. Now, you have the power to investigate cases where a contact was supposed to be enrolled but wasn’t, giving you insights before any issues escalate.

By leveraging this feature, you can ensure that your workflows are running smoothly and that all intended contacts are being enrolled as planned. It’s a significant step forward in workflow management, offering transparency and control over your automated processes.

Stay with Xcellimark as we continue to explore and empower you with the capabilities of the HubSpot CRM. Our goal is to help you harness the full potential of your digital marketing tools, ensuring that your strategies are as effective, efficient, and user-friendly as possible.