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Nurture branch by preferred content format (video vs. article vs. podcast)

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
OutcomeA nurture sequence delivers the same core topics in each contact's preferred format, video, article, or podcast, instead of assuming one format works for everyone.
Workflow maplead-nurturing-047
On audience list leads to Format preference?. Format preference? leads to Video: Send: Topic 1 video; Article: Send: Topic 1 article; Podcast: Send: Topic 1 podcast; No pref: Send: Topic 1 article default. Send: Topic 1 video leads to Delay 5 days. Send: Topic 1 article leads to Delay 5 days. Send: Topic 1 podcast leads to Delay 5 days. Send: Topic 1 article default leads to Delay 5 days. Delay 5 days leads to Format preference?. Format preference? leads to Video: Send: Topic 2 video; Article: Send: Topic 2 article; Podcast: Send: Topic 2 podcast; No pref: Send: Topic 2 article default. Send: Topic 2 video leads to Set content_format_nurture_completed = true. Send: Topic 2 article leads to Set content_format_nurture_completed = true. Send: Topic 2 podcast leads to Set content_format_nurture_completed = true. Send: Topic 2 article default leads to Set content_format_nurture_completed = true. Video Article Podcast No pref Video Article Podcast No pref On audience list Format preference? Send: Topic 1 video Send: Topic 1 article Send: Topic 1 podcast Send: Topic 1 article default Delay 5 days Format preference? Send: Topic 2 video Send: Topic 2 article Send: Topic 2 podcast Send: Topic 2 article default Set content_format_nurture_completed = true
On audience list leads to Format preference?. Format preference? leads to Video: Send: Topic 1 video; Article: Send: Topic 1 article; Podcast: Send: Topic 1 podcast; No pref: Send: Topic 1 article default. Send: Topic 1 video leads to Delay 5 days. Send: Topic 1 article leads to Delay 5 days. Send: Topic 1 podcast leads to Delay 5 days. Send: Topic 1 article default leads to Delay 5 days. Delay 5 days leads to Format preference?. Format preference? leads to Video: Send: Topic 2 video; Article: Send: Topic 2 article; Podcast: Send: Topic 2 podcast; No pref: Send: Topic 2 article default. Send: Topic 2 video leads to Set content_format_nurture_completed = true. Send: Topic 2 article leads to Set content_format_nurture_completed = true. Send: Topic 2 podcast leads to Set content_format_nurture_completed = true. Send: Topic 2 article default leads to Set content_format_nurture_completed = true. On audience list Format preference? Video Send: Topic 1 video Article Send: Topic 1 article Podcast Send: Topic 1 podcast No pref Send: Topic 1 article default Delay 5 days Format preference? Video Send: Topic 2 video Article Send: Topic 2 article Podcast Send: Topic 2 podcast No pref Send: Topic 2 article default Set content_format_nurture_ completed = true

When to use it, when not to

Use it

  • Use when the account genuinely produces the same core content in more than one format (a topic covered as both a blog article and a video, for example), so the branch is a real choice, not a workaround.
  • Use when preference can be captured directly (a form field asking format preference) or inferred confidently (a contact who has only ever engaged with video content, never articles).
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Skip it

  • Do not use this if the account only has one format available; there is nothing to branch on, and this becomes a placeholder step with no real effect.
  • Do not infer preference from a single engagement; require a pattern (multiple visits to one format type) before setting the preference property, or ask directly on a form.
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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 · 17 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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