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Consent renewal re-permission campaign before expiry

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.

Contact12 stepsUpdated for HubSpot seat pricing
OutcomeContacts whose consent has a defined expiry date get a re-permission request campaign ahead of that date, so consent lapses through an intentional yes-or-no answer, not silently through inaction that leaves the legal basis unclear.
Workflow mapmarketing-ops-043
Consent expiry date is 30 days out leads to Set status = Requested, send renewal request. Set status = Requested, send renewal request leads to Wait until Renewed, expire 20 days. Wait until Renewed, expire 20 days leads to Expired: Send reminder email; Renewed: Reset consent_expiry_date forward. Send reminder email leads to Wait until Renewed, expire 10 more days. Wait until Renewed, expire 10 more days leads to Expired: Set status = Lapsed, set non-marketing; Renewed: Reset consent_expiry_date forward. Expired Expired Renewed Renewed Consent expiry date is 30 days out Set status = Requested, send renewal request Wait until Renewed, expire 20 days Send reminder email Wait until Renewed, expire 10 more days Set status = Lapsed, set non-marketing Reset consent_expiry_date forward
Consent expiry date is 30 days out leads to Set status = Requested, send renewal request. Set status = Requested, send renewal request leads to Wait until Renewed, expire 20 days. Wait until Renewed, expire 20 days leads to Expired: Send reminder email; Renewed: Reset consent_expiry_date forward. Send reminder email leads to Wait until Renewed, expire 10 more days. Wait until Renewed, expire 10 more days leads to Expired: Set status = Lapsed, set non-marketing; Renewed: Reset consent_expiry_date forward. Expired Expired Renewed Renewed Consent expiry date is 30 days out Set status = Requested, send renewal request Wait until Renewed, expire 20 days Send reminder email Wait until Renewed, expire 10 more days Set status = Lapsed, set non-marketing Reset consent_expiry_date forward

When to use it, when not to

Use it

  • Use in jurisdictions or internal policies where consent is treated as time-bound, a common practice even where not strictly mandated, often 12 or 24 months, and needs active renewal rather than assumed indefinite validity.
  • Use alongside marketing-ops-020's legitimate interest annual review, for portals tracking multiple legal bases.
Read more on when to use itShow less

Skip it

  • Do not use if the legal basis for the relevant contacts is not consent-based, for example legitimate interest or contract. Renewal campaigns are a consent-specific concept, not universal across legal bases.
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 · 12 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 · 4 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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