The Workflow Library

Library / Marketing ops / marketing-ops-038

Franchise/location-based campaign attribution via custom object

Marketing opsCustomMarketing Hub EnterpriseAdvanced~60 min to buildFull spec

Outcome. A franchise or multi-location brand can see which physical location's campaign actually drove a given contact, instead of every lead looking like it came from one shared brand campaign.

Workflow map Enrollment, branches and actions at a glance marketing-ops-038
flowchart TD
    A[latest_location_touch changes] --> B[Custom code: match Location record, confirm association]
    B --> C{result_code ok?}
    C -->|Yes| D[Set attributed_location]
    D --> E[Set location_campaign_source]
    C -->|No| F[Notify marketing ops of attribution failure]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse on a portal that already models locations as a custom object, a common franchise or multi-location pattern, where each location runs its own local campaigns (local paid social, local landing pages, in-store QR codes).
  • UseUse when corporate marketing needs to report ROI by location, not only by campaign name.
  • SkipDo not use if all campaigns are run centrally with no location-specific variant. Marketing Hub Enterprise's native Campaigns tool and marketing-ops-027's deal rollup already answer overall campaign ROI without a custom object.
  • SkipDo not build the Location custom object from scratch as part of this fiche if your portal doesn't already model locations that way. That is a larger data-model project, out of scope here.
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.5 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.5 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, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
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
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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.