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Demo request abandonment re-engagement

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.

Contact8 stepsUpdated for HubSpot seat pricing
OutcomeA contact who reaches the demo request page but never submits the form gets one re-engagement email with an easier next step, instead of being left with no follow-up because they never became a lead through the form.
Workflow maplead-nurturing-020
Page view: demo request page, known contact leads to Wait until form submitted, max 3 days. Wait until form submitted, max 3 days leads to Submitted in time: No action, lead-routing handles it; Timed out: Set demo_request_abandoned = true. Set demo_request_abandoned = true leads to Reengagement already sent?. Reengagement already sent? leads to No: Send reengagement email; Yes: No action. Send reengagement email leads to Set reengagement_sent = true. Submitted in time Timed out No Yes Page view: demo request page, known contact Wait until form submitted, max 3 days No action, lead-routing handles it Set demo_request_abandoned = true Reengagement already sent? Send reengagement email No action Set reengagement_sent = true
Page view: demo request page, known contact leads to Wait until form submitted, max 3 days. Wait until form submitted, max 3 days leads to Submitted in time: No action, lead-routing handles it; Timed out: Set demo_request_abandoned = true. Set demo_request_abandoned = true leads to Reengagement already sent?. Reengagement already sent? leads to No: Send reengagement email; Yes: No action. Send reengagement email leads to Set reengagement_sent = true. Submitted in time Timed out No Yes Page view: demo request page, known contact Wait until form submitted, max 3 days No action, lead-routing handles it Set demo_request_abandoned = true Reengagement already sent? Send reengagement email Set reengagement_sent = true No action

When to use it, when not to

Use it

  • Use when the demo request page is a distinct, trackable URL and the form on it is the only path to becoming a demo-request lead.
  • Use it to offer a lower-friction alternative (a recorded demo, a shorter form, a chat option), not to re-push the same form that already did not convert.
Read more on when to use itShow less

Skip it

  • Do not use it if the demo page also serves anonymous, unidentified traffic almost exclusively. This workflow only reaches contacts who are already known, cookied visitors.
  • Do not run this on a contact who did submit the form. That handoff belongs to lead-routing, which should own fast follow-up for actual demo requests; this fiche is for the ones who did not finish.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 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 · 8 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 · 3 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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