Outcome. Every contact carries a simple running count of marketing touchpoints, sessions, form fills, and email clicks, giving sales and marketing a quick "how warmed up is this lead" signal without opening a full activity timeline.
Workflow map
Enrollment, branches and actions at a glance
marketing-ops-044
flowchart TD
A[Qualifying touch signal fires] --> B{touchpoint_total_count known?}
B -->|Yes| C[Increment by 1]
B -->|No| D[Set to 1]
When to use it, when not to
- UseUse as a lightweight, native-property alternative to marketing-ops-018's full custom-object touchpoint history, when you need only a count, not the sequence or detail of each touch.
- UseUse on portals below Enterprise tier where a custom object isn't available.
- SkipDo not use if you need the sequence, timestamps, or per-touch detail. That requires marketing-ops-018's custom object approach instead.
- SkipDo not treat a high touchpoint count as automatically meaning "high intent" without validating that correlation for your own funnel. Some contacts touch many low-value pages without buying interest.
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.2 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.4 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.
