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Multi-asset drip branched by which lead magnet was downloaded

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.

Contact14 stepsUpdated for HubSpot seat pricing
OutcomeA contact who downloads any one of several gated assets gets a short follow-up built around that specific topic, instead of one generic sequence regardless of what they actually downloaded.
Workflow maplead-nurturing-014
Form submission: Guide A, B, or C leads to lead_magnet_downloaded?. lead_magnet_downloaded? leads to Guide A: Follow-up 1; Guide B: Follow-up 1; Guide C: Follow-up 1; blank/unrecognized: No action. Follow-up 1 leads to Delay 3d. Delay 3d leads to Follow-up 2. Follow-up 2 leads to Set completed = true. Follow-up 1 leads to Delay 3d. Delay 3d leads to Follow-up 2. Follow-up 2 leads to Set completed = true. Follow-up 1 leads to Delay 3d. Delay 3d leads to Follow-up 2. Follow-up 2 leads to Set completed = true. Guide A Guide B Guide C blank/unrecognized Form submission: Guide A, B, or C lead_magnet_downloaded? Follow-up 1 Follow-up 1 Follow-up 1 No action Delay 3d Delay 3d Delay 3d Follow-up 2 Follow-up 2 Follow-up 2 Set completed = true
Form submission: Guide A, B, or C leads to lead_magnet_downloaded?. lead_magnet_downloaded? leads to Guide A: Follow-up 1; Guide B: Follow-up 1; Guide C: Follow-up 1; blank/unrecognized: No action. Follow-up 1 leads to Delay 3d. Delay 3d leads to Follow-up 2. Follow-up 2 leads to Set completed = true. Follow-up 1 leads to Delay 3d. Delay 3d leads to Follow-up 2. Follow-up 2 leads to Set completed = true. Follow-up 1 leads to Delay 3d. Delay 3d leads to Follow-up 2. Follow-up 2 leads to Set completed = true. Guide A Guide B Guide C blank/ unrecognized Form submission: Guide A, B, or C lead_magnet_downloaded? Follow-up 1 Follow-up 1 Delay 3d Delay 3d Follow-up 2 Follow-up 2 Follow-up 1 No action Delay 3d Follow-up 2 Set completed = true

When to use it, when not to

Use it

  • Use when 3 or more distinct lead magnets exist and each has a genuinely different topic worth its own 2-email follow-up.
  • Use hidden form fields, one static value per landing page or form, as the simplest way to capture which asset was downloaded without extra tooling.
Read more on when to use itShow less

Skip it

  • Do not use it for near-identical assets, such as two versions of the same guide. Branch only where the topic difference is real enough to justify separate emails.
  • Do not enroll the same contact a second time for a different lead magnet while still mid-track on the first, without deciding how the two content tracks should interact, see Known pitfalls.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 2 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 · 14 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 · 6 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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