Outcome. Every contact carries a rolling count of days since their last marketing email open, so segmentation and reporting can target or exclude by recency without a report author computing that gap manually every time.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-042
flowchart TD
A[Contact opens a marketing email] --> B[Set last_marketing_email_open_date = today]
B --> C[days_since_last_open recalculates on its own each day]
When to use it, when not to
- UseUse it as a reusable filter for re-engagement segments, suppression lists, or a lead-scoring input based on email freshness.
- UseUse it in a report or list alongside lifecycle stage to spot contacts going cold on email engagement specifically, distinct from overall engagement.
- SkipDo not use it as a full engagement score by itself; it reflects email opens only, not clicks, form fills, or other channels.
- SkipDo not use it if the portal has very low email send volume; a rolling recency number on contacts who rarely receive email adds little signal.
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.3 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.2 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 reporting and alerts 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.
