Consider the following scenario. Your workflow sends a series of marketing emails that include a large discount email. Should you turn the enrollment of merged contacts for this workflow on or off?

Keep enrollment of merged contacts disabled for this workflow. HubSpot states that merged contacts do not automatically enroll because of merge-related data changes unless this setting is turned on. That matters for a discount email series because a merge can create qualification changes that would enroll the primary contact after the records combine. In a promotional workflow, that increases the risk of sending duplicate or unintended discount emails. Using the default disabled setting helps prevent merge-driven enrollment from triggering that series. HubSpot Knowledge Base+1