Outcome. Contacts in the Lead stage keep getting one relevant email every quarter for as long as they stay a Lead, so nobody falls off the radar entirely between active campaigns.
Workflow map
Enrollment, branches and actions at a glance
lead-nurturing-035
flowchart TD
A[Lead stage, next_quarterly_touch_date due or unknown] --> B[Send: quarterly check-in]
B --> C[Increase quarterly_touch_count by 1]
C --> D[Set next_quarterly_touch_date = today + 90 days]
D -.-> A
When to use it, when not to
- UseUse as a low-frequency, indefinite safety net for the Lead population, separate from higher-intensity nurture tracks that run for a few weeks and then stop.
- UseUse when the account has recurring, genuinely useful content on a quarterly cadence (a report, a webinar series, a product update roundup).
- SkipDo not use this as the only nurture a Lead receives; pair it with a faster-paced track for the first weeks after conversion (lead-nurturing-001) and let this one take over after that track ends.
- SkipDo not enroll contacts already inside an active named campaign nurture at the same time without checking for send fatigue.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the lead nurturing pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
