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Partner or referral source nurture track

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.

Contact4 stepsUpdated for HubSpot seat pricing
OutcomeA contact who came in through a specific partner or referral source gets a nurture sequence that acknowledges that relationship, instead of the same generic messaging used for direct organic or paid traffic.
Workflow maplead-nurturing-027
Filter: partner source known, not customer leads to Send: thanks via partner, personalized. Send: thanks via partner, personalized leads to Delay 3 days. Delay 3 days leads to Send: getting started, partner-aware. Send: getting started, partner-aware leads to Set partner_nurture_completed = true. Filter: partner source known, not customer Send: thanks via partner, personalized Delay 3 days Send: getting started, partner-aware Set partner_nurture_completed = true
Filter: partner source known, not customer leads to Send: thanks via partner, personalized. Send: thanks via partner, personalized leads to Delay 3 days. Delay 3 days leads to Send: getting started, partner-aware. Send: getting started, partner-aware leads to Set partner_nurture_completed = true. Filter: partner source known, not customer Send: thanks via partner, personalized Delay 3 days Send: getting started, partner-aware Set partner_nurture_completed = true

When to use it, when not to

Use it

  • Use when partner-sourced volume is high enough, and the relationship valuable enough, that co-branded or partner-aware messaging is worth building and maintaining.
  • Use it to strengthen the referral relationship and shorten time to trust, not as a replacement for whatever nurture track the contact's actual funnel stage calls for.
Read more on when to use itShow less

Skip it

  • Do not use it if partner attribution data is unreliable. A branch fed by mostly-guessed source data undermines the whole point of a partner-aware message.
  • Do not build a separate track per partner if there are more than 3 or 4 active partners; a shared "referred by a partner" message that inserts the partner name as a token scales better than a fully separate branch each.
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 · 4 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 · 2 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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