Outcome. Marketing ops and finance get a projected extra cost estimate, in currency, days before the next billing date, if the current marketing contact growth trend would push the account into an overage tier, instead of only ever seeing a plain contact count.
Workflow map
Enrollment, branches and actions at a glance
marketing-ops-046
flowchart TD
A[Scheduled monthly run, N days before billing date] --> B[Custom code: project count and overage cost]
B --> C{result_code ok?}
C -->|Yes, overage cost > 0| D[Send high-priority cost alert]
C -->|Yes, overage cost = 0| E[No notification]
C -->|No| F[Notify: check failed]
When to use it, when not to
- UseUse as a finance-facing companion to marketing-ops-029's operational headcount alert, when the audience that needs the number, finance or budget owners, thinks in currency and billing cycles, not raw contact counts or percentages.
- UseUse on any portal billed by marketing contact tier.
- SkipDo not use as a replacement for marketing-ops-029. Run both if you need an operational, frequent count-based alert and a less frequent, billing-cycle-aligned cost projection for finance.
- SkipDo not use expecting a live billing API to hand you the answer directly. (check in your portal: whether your portal exposes a documented endpoint for real-time plan-tier and overage pricing; this fiche assumes pricing is configured manually as an input, similar to marketing-ops-029's plan limit input)
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.6 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
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.
