Understanding Re-enrollments in Workflow

Control whether records can enter a workflow multiple times or just once.

The Re-enrollment setting in Workflow determines if and how often a record can enter the same automation. This gives you full control over how recurring or one-time processes are handled.

What is Re-enrollment?

Re-enrollment allows a record (such as a property or contact) to enter a workflow more than once if it meets the enrollment criteria again. You can either:

• Enable Re-enrollment: Records can go through the workflow multiple times.

• Disable Re-enrollment: Records can only go through the workflow once. Any further attempts to re-enroll them will be blocked.

When to Enable Re-enrollment

Enable re-enrollment if:

• The workflow is meant to run repeatedly for the same record (e.g., sending reminders every time a condition is met).

• You’re using date-based triggers, such as the last updated date, vacancy date, etc.

• You want to allow follow-up actions on properties or contacts that cycle through the same conditions over time.

When to Disable Re-enrollment

Disable re-enrollment if:

• You want the workflow to run only once per record.

• You want to avoid sending duplicate messages or mailers.

• The workflow represents a one-time process (e.g., onboarding or an initial outreach sequence).

Example: You’re running a one-time welcome sequence when a new lead enters your CRM. Disable re-enrollment to prevent repeat messages if the record is updated.

How to Manage Re-enrollment Settings

1. Open your workflow and click on the Settings tab.

2. Look for the Re-enrollment section.

3. Choose one of the following:

   • Enabled – Records can enter the workflow multiple times.

   • Disabled – Records can only enroll once.

4. Save your settings.

Best Practices

• For recurring workflows, always enable re-enrollment to ensure automation keeps working as intended.

• For high-impact sequences, like mail campaigns or drip emails, disable re-enrollment to avoid redundancy.

• Always test your workflow logic to confirm that re-enrollment behaves as expected before launching at scale.