Skip to content
The Workflow Library
Get the full library

Pre-event save-the-date and agenda teaser sequence

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.

Contact12 stepsUpdated for HubSpot seat pricing
OutcomeContacts on an event invite list get a save-the-date, an agenda teaser, and a final reminder in the run-up to an event, and stop receiving the sequence the moment they actually register.
Workflow maplead-nurturing-023
Filter: on invite list, not registered leads to Send: save the date. Send: save the date leads to Delay until 14 days before event. Delay until 14 days before event leads to Registered yet?. Registered yet? leads to No: Send: agenda teaser; Yes: No action. Send: agenda teaser leads to Delay until 3 days before deadline. Delay until 3 days before deadline leads to Registered yet?. Registered yet? leads to No: Send: final reminder; Yes: No action. No Yes No Yes Filter: on invite list, not registered Send: save the date Delay until 14 days before event Registered yet? Send: agenda teaser No action Delay until 3 days before deadline Registered yet? Send: final reminder No action
Filter: on invite list, not registered leads to Send: save the date. Send: save the date leads to Delay until 14 days before event. Delay until 14 days before event leads to Registered yet?. Registered yet? leads to No: Send: agenda teaser; Yes: No action. Send: agenda teaser leads to Delay until 3 days before deadline. Delay until 3 days before deadline leads to Registered yet?. Registered yet? leads to No: Send: final reminder; Yes: No action. No Yes No Yes Filter: on invite list, not registered Send: save the date Delay until 14 days before event Registered yet? Send: agenda teaser Delay until 3 days before deadline Registered yet? Send: final reminder No action No action

When to use it, when not to

Use it

  • Use for building pre-registration awareness on an invite list, before the person has registered for the event.
  • Use it upstream of lead-nurturing-003, which owns the confirmation and reminder sequence once someone has actually registered.
Read more on when to use itShow less

Skip it

  • Do not use it after registration opens and a contact has already signed up; check event_registration_confirmed before enrolling to avoid an awkward "save the date" landing after someone already booked their spot.
  • Do not use it for an event with no fixed date far enough in advance to justify a save-the-date step; a single invite plus a registration reminder covers a short-notice event better.
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 · 12 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 · 5 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Lead nurturing spec

Not the workflow you needed?

More in Lead nurturing

50 specs in this section

See all 50 This category, 39 EUR
FreeNew lead welcome nurture (post form-fill drip)Contact13 steps Webinar registration confirmation and reminder sequenceContact8 steps Wait until email opened (3-day expiry), then branch on open vs no-openContact7 steps Content download / lead magnet nurture dripContact18 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library