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Attribution property reset on re-engagement after long dormancy

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 goes quiet for a long stretch and then comes back through a completely different channel gets their attribution properties refreshed to reflect what actually brought them back, instead of permanently crediting a source from a year-old, unrelated first touch.
Workflow mapmarketing-ops-028
New engagement, prior engagement 180+ days ago leads to Capture new session source. Capture new session source leads to Set attribution_reset_date. Set attribution_reset_date leads to Set dormancy_reset_flag. Set dormancy_reset_flag leads to Notify marketing ops, optional. New engagement, prior engagement 180+ days ago Capture new session source Set attribution_reset_date Set dormancy_reset_flag Notify marketing ops, optional
New engagement, prior engagement 180+ days ago leads to Capture new session source. Capture new session source leads to Set attribution_reset_date. Set attribution_reset_date leads to Set dormancy_reset_flag. Set dormancy_reset_flag leads to Notify marketing ops, optional. New engagement, prior engagement 180+ days ago Capture new session source Set attribution_reset_date Set dormancy_reset_flag Notify marketing ops, optional

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use when your reporting relies on original source properties and stale attribution from long-dormant contacts is skewing channel performance numbers.
  • Use when a meaningful share of your contact base goes dormant for months and later re-engages through a different channel than their original touch.
Read more on when to use itShow less

Skip it

  • Do not use this fiche if your reporting model intentionally treats original source as permanent regardless of dormancy; some attribution models are deliberately "first touch forever" by design, and this fiche would work against that choice.
  • Do not use for contacts with continuous, regular engagement. This fiche is specifically about the dormant-then-returned pattern, not routine re-engagement within normal activity cycles.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 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 · 1 case, 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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