Outcome. After a nurture email goes out, the workflow waits specifically for a pricing-page visit within a set window and flags sales the moment it happens, instead of the signal surfacing days later in a scheduled report.
Workflow map
Enrollment, branches and actions at a glance
lead-nurturing-007
flowchart TD
A[Enrolled: list membership] --> B[Send: nurture email with pricing link]
B --> C{Wait until pricing visit, max 5 days}
C -- Visited --> D[Set hot_lead_flag = true]
D --> E{Owner assigned?}
E -- Yes --> F[Notify owner + create call task]
E -- No --> G[Notify sales team + add to Needs owner list]
C -- Timed out --> H[No action, continue other nurture]
When to use it, when not to
- UseUse right after a nurture send when a pricing-page visit in the following days is a strong buying signal worth an immediate look from a person.
- UseUse when sales wants to know the moment intent shows up, not at the next weekly digest.
- SkipDo not use it as the only high-intent detection mechanism. Pair with lead-routing fiches for contacts who visit pricing without ever being in a nurture (direct or paid traffic).
- SkipDo not run this in parallel with lead-nurturing-012 on the same page without deciding which one owns the sales alert. Running both risks two separate notifications for one visit.
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.3 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.10 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 lead nurturing 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.
