A(n) _______ list can help you gain an understanding of contacts who met a certain criteria on a particular date. Then you can look back at that list later and see contacts who may no longer meet the criteria.

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