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List-based nurture eligibility gate (marketing contact + subscription check)

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 only continues through a nurture sequence while they are both a marketing contact and subscribed to the relevant subscription type, so nurture workflows stop wasting sends and enrollment slots on people who cannot legally or practically receive them.
Workflow mapmarketing-ops-042
Nurture workflow reaches eligibility gate leads to Marketing contact AND opted in?. Marketing contact AND opted in? leads to Yes: Continue in nurture workflow; No: Add to Nurture-ineligible list. Add to Nurture-ineligible list leads to Unenroll from nurture workflow. Yes No Nurture workflow reaches eligibility gate Marketing contact AND opted in? Continue in nurture workflow Add to Nurture-ineligible list Unenroll from nurture workflow
Nurture workflow reaches eligibility gate leads to Marketing contact AND opted in?. Marketing contact AND opted in? leads to Yes: Continue in nurture workflow; No: Add to Nurture-ineligible list. Add to Nurture-ineligible list leads to Unenroll from nurture workflow. Yes No Nurture workflow reaches eligibility gate Marketing contact AND opted in? Continue in nurture workflow Add to Nurture- ineligible list Unenroll from nurture workflow

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

When to use it, when not to

Use it

  • Use as a reusable eligibility check placed at the start of, or as a periodic re-check within, any nurture workflow.
  • Use to consolidate a check that would otherwise be copy-pasted into every nurture workflow's enrollment criteria individually.
Read more on when to use itShow less

Skip it

  • Do not use this fiche to try to stop an email that HubSpot has already queued or sent from a marketing email tool outside a workflow context. A workflow cannot reach into an already-scheduled send and cancel it. This fiche only controls whether a contact continues through workflow-driven nurture steps; it detects ineligibility and exits or escalates, it does not retroactively block anything already sent.
Read more on when to skip itShow less

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 · 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 · 2 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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