Outcome. Anyone who registers for a webinar lands on the right active list and gets tagged to the campaign automatically, so follow-up sends and reporting are correct from the moment of registration, not after someone remembers to tidy it up.
Workflow map
Enrollment, branches and actions at a glance
marketing-ops-022
flowchart TD
A[Webinar registration form submitted] --> B[Set last_webinar_registered]
B --> C[Set last_webinar_registered_date]
C --> D[Active list membership follows property filter]
D --> E[Add to Campaign]
When to use it, when not to
- UseUse for any webinar or virtual event with its own registration form, when you want registrants segmented and campaign-tagged with no manual step.
- UseUse when you run recurring webinars and need each one's registrants kept distinct from prior sessions.
- SkipDo not use if registrations come through a third-party webinar platform that does not sync form submissions or contact creation into HubSpot; this fiche depends on a HubSpot form submission as the trigger.
- SkipDo not use this fiche for post-webinar follow-up sequencing (reminder emails, no-show nurture). It only covers segmentation and campaign tagging at the moment of registration.
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.4 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.
