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Help-article and resource nurture sequence during onboarding

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact7 stepsUpdated for HubSpot seat pricing
OutcomeA new customer receives a short drip of relevant help-center articles and resources during their first weeks, spreading self-serve education out instead of dumping every link in one welcome email nobody reads in full.
Workflow mapcustomer-onboarding-025
Lifecycle stage = Customer leads to Send resource 1. Send resource 1 leads to Delay 3 business days. Delay 3 business days leads to Send resource 2. Send resource 2 leads to Delay 4 business days. Delay 4 business days leads to Send resource 3. Send resource 3 leads to Delay 5 business days. Delay 5 business days leads to Send resource 4. Lifecycle stage = Customer Send resource 1 Delay 3 business days Send resource 2 Delay 4 business days Send resource 3 Delay 5 business days Send resource 4
Lifecycle stage = Customer leads to Send resource 1. Send resource 1 leads to Delay 3 business days. Delay 3 business days leads to Send resource 2. Send resource 2 leads to Delay 4 business days. Delay 4 business days leads to Send resource 3. Send resource 3 leads to Delay 5 business days. Delay 5 business days leads to Send resource 4. Lifecycle stage = Customer Send resource 1 Delay 3 business days Send resource 2 Delay 4 business days Send resource 3 Delay 5 business days Send resource 4

When to use it, when not to

Use it

  • Use it for self-serve or low-touch customers (see customer-onboarding-016 / 017) where a live kickoff call is not part of the process, or as a supplement alongside high-touch onboarding.
  • Use it when your help center has a small, stable set of "first weeks" articles worth pointing to in order.
Read more on when to use itShow less

Skip it

  • Do not use it as a replacement for the welcome email series (customer-onboarding-004), that fiche covers the account-setup basics, this one is ongoing light-touch education.
  • Do not use it if your help center content changes too often to keep four hardcoded links current, in that case link to a single onboarding hub page instead.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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