The Workflow Library

Library / Customer onboarding / customer-onboarding-033

Multi-language welcome sequence branch by contact language

Customer onboardingContactMarketing Hub ProfessionalIntermediate~30 min to buildFull spec

Outcome. A new customer gets the welcome email in their own language instead of a single default, without manually filtering lists per language.

Workflow map Enrollment, branches and actions at a glance customer-onboarding-033
flowchart TD
    A[Lifecycle stage = Customer] --> B{Preferred Language}
    B -->|English| C[Send EN email]
    B -->|French| D[Send FR email]
    B -->|Spanish| E[Send ES email]
    B -->|German| F[Send DE email]
    B -->|Other or unknown| G[Send EN default + create fallback task]
    C --> H[Set Welcome Packet Sent Date]
    D --> H
    E --> H
    F --> H
    G --> H
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when you sell into more than one language market and already have (or can quickly build) translated versions of the welcome email.
  • UseUse it alongside customer-onboarding-032, this fiche replaces its single "Send email" step with a branch.
  • SkipDo not use it if you serve one language, the branch adds maintenance for no benefit.
  • SkipDo not use it if translations are produced ad hoc per customer, that needs a person in the loop, not a workflow branch.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library, 149 EUR

or the customer onboarding pack, 39 EUR

One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.