Outcome. Contacts tagged with an industry vertical get case studies and messaging built around that vertical, instead of one generic message for every industry.
Workflow map
Enrollment, branches and actions at a glance
lead-nurturing-009
flowchart TD
A[Filter: industry known, not customer] --> B{Industry value?}
B -- Healthcare --> C[2-email healthcare track] --> H[Set completed = true]
B -- Financial Services --> D[2-email finserv track] --> H
B -- Retail --> E[2-email retail track] --> H
B -- Manufacturing --> F[2-email manufacturing track] --> H
B -- Technology --> G[2-email tech track] --> H
B -- Other/unrecognized --> I[General case study] --> H
When to use it, when not to
- UseUse once at least 3 industries with real, distinct volume in the database each have (or can quickly get) their own case study and messaging.
- UseUse for a portfolio wide enough that a single generic nurture reads as clearly off-target to some segments.
- SkipDo not use it if industry data is thin or unreliable. A branch built on mostly-blank data just produces a bloated "Other" bucket, see Known pitfalls.
- SkipDo not maintain more than 4 or 5 verticals in a first version. Cut to the top few by contact volume.
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.2 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.23 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.
