Outcome. A Promoter response on the NPS survey automatically queues the contact for a referral or case study ask, so the happiest customers get approached before the moment passes.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-008
flowchart TD
A[Contact submits NPS survey response, category = Promoter] --> B[Set Advocacy Stage = Referral asked]
B --> C[Add to Case Study Candidates list]
C --> D[Create task for contact owner]
D --> E[Notify contact owner]
When to use it, when not to
- UseUse it on a native HubSpot NPS survey where Promoter responses are logged but nobody follows up on them for advocacy.
- UseUse it as the promoter-only counterpart to renewal-expansion-003 (detractor-only alert), or run renewal-expansion-006 instead if the team wants one combined workflow for both branches.
- SkipDo not use it if the survey scale has been customized away from the standard 0 to 10 scale; the Promoter category (9 to 10) will not mean the same thing.
- SkipDo not push every Promoter into a public reference program automatically. Use this workflow to queue the ask internally; have a person decide which accounts are actually suitable for a public case study.
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.5 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.5 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 renewal and expansion 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.
