Full Campaign Build [Part 9]: Creating a Promo Workflow

1. Create the Workflow

• Go to Automation → Workflows.
  
  
• Create a workflow from scratch.
  
  
• Name it using convention: Promo | [Funnel Stage] | [Content Offer Name].
  
  

2. Add Emails & Timing

• Insert the first promo email.
  
  
• Add a delay (1 week).
  
  
• Continue adding subsequent promo emails, spacing each 1 week apart.
  
  
• Repeat until all 5–6 promo emails are included.
  
  

3. Set Enrollment Triggers

• Add List Membership as the trigger type.
  
  
• Confirm trigger list criteria with the Account Manager (varies by account):
  
  
  • All contacts in HubSpot
    
    
  • Leads only
    
    
  • Subscribers only
    
    
  • New imports (e.g., Discovery Data)
    
    
• Add the Master Suppression List as an exclusion:
  
  
  • Ensure contacts on this list, or those who join it during the campaign, are removed automatically.
    
    

4. Define Workflow Goal

• Set the goal as: Contact submits the form for the promoted content offer (e.g., TOFU form submission on the [ABC eBook] landing page).
  
  
• This ensures contacts are removed from the workflow once they download the offer.
  
  

5. Associate with Campaign

• Click Organize → Add Campaign Association.
  
  
• Select the marketing campaign created for this content offer.
  
  

6. Review & Publish

• Click Review to check for errors.
  
  
• Allow workflow to send to existing contacts who meet trigger criteria.
  
  
• Walk through final review steps.
  
  

Once confirmed, click Turn On / Set Live.