Workflow trigger: Re-enrollment settings
By default, an entity will be enrolled in a Workflow only once. There are instances when you want to re-enroll in an entity. For example, re-enrolling a partner if they become inactive as this might happen more than once. We will show you how re-enrollment settings allow you to do that.
Understanding re-enrollment settings
Follow these steps to get started:
- Go to Manage, open Workflows, choose existing Workflow, and press Choose trigger.
- Toggle the Re-enrollment button and enter the number of Re-enrollment delay in days.
Re-enrollment delay
The re-enrollment delay lets you control the minimum time before an entity can be re-enrolled in the same workflow.
If you set a re-enrollment delay of 0 days, the entity could be re-enrolled in the Workflow as soon as they meet the conditions.
If conditions are met, if you set a re-enrollment delay of X days, the entity will be re-enrolled in the Workflow only after X days.The goal of adding a re-enrollment delay is to wait a specific time before the entity enters the Workflow again.
Common uses
Detect inactive partners during their entire lifecycle
To detect inactive partners continuously you could trigger a Workflow based on the Partner properties trigger and select the Last seen date as more than 12 weeks ago. When a partner has not logged into the partner portal for those 12 weeks, the Workflow will start, and you can run a sequence of actions, such as sending a reminder email to log in.
If you activate re-enrollment you can set a re-enrollment delay of 60 days to not re-enroll the partner in this workflow before the 60 days.
After 60 days, if the partner’s last seen date is more than 12 weeks, then the Workflow will execute.