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Multi-episode webinar series nurture

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.

Contact9 stepsUpdated for HubSpot seat pricing
OutcomeA registrant for episode one of a webinar series is automatically invited to episode two after attending, and to episode three after that, without a marketer manually rebuilding an invite list for each episode.
Workflow maplead-nurturing-024
Re-enrolls on attendance change leads to Attended Ep1, not Ep2?. Attended Ep1, not Ep2? leads to Yes: Send: episode 2 invite; No: Attended Ep2, not Ep3?. Send: episode 2 invite leads to Set next_invited = Episode 2. Set next_invited = Episode 2 leads to Attended Ep2, not Ep3?. Attended Ep2, not Ep3? leads to Yes: Send: episode 3 invite; No: Attended Ep3?. Send: episode 3 invite leads to Set next_invited = Episode 3. Set next_invited = Episode 3 leads to Attended Ep3?. Attended Ep3? leads to Yes: Set next_invited = Series Complete; No: No action. Yes No Yes No Yes No Re-enrolls on attendance change Attended Ep1, not Ep2? Send: episode 2 invite Set next_invited = Episode 2 Attended Ep2, not Ep3? Send: episode 3 invite Set next_invited = Episode 3 Attended Ep3? Set next_invited = Series Complete No action
Re-enrolls on attendance change leads to Attended Ep1, not Ep2?. Attended Ep1, not Ep2? leads to Yes: Send: episode 2 invite; No: Attended Ep2, not Ep3?. Send: episode 2 invite leads to Set next_invited = Episode 2. Set next_invited = Episode 2 leads to Attended Ep2, not Ep3?. Attended Ep2, not Ep3? leads to Yes: Send: episode 3 invite; No: Attended Ep3?. Send: episode 3 invite leads to Set next_invited = Episode 3. Set next_invited = Episode 3 leads to Attended Ep3?. Attended Ep3? leads to Yes: Set next_invited = Series Complete; No: No action. Yes No Yes No Yes No Re-enrolls on attendance change Attended Ep1, not Ep2? Send: episode 2 invite Set next_invited = Episode 2 Attended Ep2, not Ep3? Send: episode 3 invite Set next_invited = Episode 3 Attended Ep3? Set next_invited = Series Complete No action

When to use it, when not to

Use it

  • Use for a genuine multi-part series where episode 2 assumes context from episode 1, and it makes sense to gate later invites on earlier attendance.
  • Use it once all episode dates are scheduled and each has its own registration page or form, before the series starts.
Read more on when to use itShow less

Skip it

  • Do not use it if the episodes are actually independent, standalone webinars that just happen to share a topic. Invite everyone to everything in that case, this fiche's gating logic is unnecessary overhead.
  • Do not use it if only one or two episodes exist. Build lead-nurturing-004 (post-webinar follow-up) directly instead for a single-episode event.
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 · 9 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 · 10 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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