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Feature adoption checklist based on usage properties

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: Data Hub Professional.

9 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeEvery time fresh product usage data lands on a contact, a checklist of core feature adoption milestones updates automatically, giving CS a concrete view of what a new customer has actually turned on, not just whether they logged in once.
Workflow mapcustomer-onboarding-041
Usage Data Last Synced changes, Product User Id known leads to Custom code: query usage API, set feature checkboxes. Custom code: query usage API, set feature checkboxes leads to Features Adopted Count = 3?. Features Adopted Count = 3? leads to Yes: Set checklist complete, add to Fully Adopted list; No: No further action. Yes No Usage Data Last Synced changes, Product User Id known Custom code: query usage API, set feature checkboxes Features Adopted Count = 3? Set checklist complete, add to Fully Adopted list No further action
Usage Data Last Synced changes, Product User Id known leads to Custom code: query usage API, set feature checkboxes. Custom code: query usage API, set feature checkboxes leads to Features Adopted Count = 3?. Features Adopted Count = 3? leads to Yes: Set checklist complete, add to Fully Adopted list; No: No further action. Yes No Usage Data Last Synced changes, Product User Id known Custom code: query usage API, set feature checkboxes Features Adopted Count = 3? Set checklist complete, add to Fully Adopted list No further action

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

When to use it, when not to

Use it

  • Use it once customer-onboarding-027 is in place (usage data reaching HubSpot at all) and you want more than a single login signal, a small set of specific feature milestones.
  • Use it when your product can report which of a short list of core features a user has touched, through its own API or an existing sync tool.
Read more on when to use itShow less

Skip it

  • Do not use it if you cannot yet get usage data into HubSpot at all, build customer-onboarding-027 first.
  • Do not use it for more than a handful of features, this pattern does not scale well past 4 or 5 checklist items without becoming unreadable, use a percent-complete calculated property instead for a longer list (see customer-onboarding-026 for the pattern, adapted to contact-level usage).
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 8 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 · 9 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 · 4 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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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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