Outcome. The exact audience a campaign was sent to gets frozen into a static list at send time, so later reporting shows who actually received it, not who happens to match the active list's filters today.
Workflow map
Enrollment, branches and actions at a glance
marketing-ops-017
flowchart TD
A[Manual or scheduled enrollment from active list] --> B[Add to static snapshot list]
B --> C[Set last_snapshot_date]
When to use it, when not to
- UseUse before any send built off an active list, since active lists keep re-evaluating membership and will not match the send-time audience once contacts' properties change afterward.
- UseUse when a campaign report or an audit needs to answer "who exactly got this" weeks or months later.
- SkipDo not use for sends already built on a static list. A static list is already a fixed snapshot; there is nothing to freeze.
- SkipDo not use this as a substitute for the Campaigns tool's own send reporting. This fiche adds a portable, filterable record; it does not replace native campaign analytics.
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.3 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 marketing ops 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.
