The Workflow Library

Library / Marketing ops / marketing-ops-045

Data processing agreement acknowledgment tracking property

Marketing opsContactMarketing Hub ProfessionalSimple~20 min to buildFull spec

Outcome. A contact's acknowledgment of a data processing agreement or privacy notice update is captured and timestamped on the record, giving compliance a queryable answer to "did this person see and accept the current notice" without digging through form submission logs.

Workflow map Enrollment, branches and actions at a glance marketing-ops-045
flowchart TD
    A[Acknowledgment checkbox submitted] --> B[Set dpa_acknowledgment_status = Acknowledged]
    B --> C[Set dpa_acknowledged_date]
    C --> D[Set dpa_version_acknowledged]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse when your process requires a documented acknowledgment of a data processing agreement, updated privacy notice, or similar document, tied to a specific version.
  • UseUse for B2B contexts especially, where a DPA acknowledgment is often part of an onboarding or procurement step.
  • SkipDo not use this fiche as the DPA itself or as legal advice on what a DPA must contain. This only tracks that an acknowledgment happened and when.
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.4 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.3 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
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