R05.07.01.02 · 任务小类

受众细分与生命周期营销

Audience segmentation & lifecycle campaigns

Define audience segments from customer data and build lifecycle campaigns and automations across email, SMS and push in marketing tools.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。

典型应用: Mailchimp · HubSpot Marketing · Klaviyo
小类 GUI 需求标签: G3 · 仅 GUI

数字员工关联

本项目的小类归属，不代表员工能力实证或已导入基准覆盖。验收与价值指标均为建议，未测量 ROI。

关联岗位

销售与营销 · 代表性交付：合格 CRM 记录、分群触达活动及销售交接会议。

对照全部数字员工工作流设计

任务提案 · 20

展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。

R05.07.01.02-T01 Create a lapsed-customer segment in Mailchimp

原始指令

Mailchimp test account, audience 'Brightline Shop (synthetic)'. Create saved segment 'Lapsed 90d': subscribed contacts whose last e-commerce purchase was more than 90 days before 2026-10-14 and who have purchased at least once, excluding tag 'VIP'. Write the segment size to output/count.txt.

平台: web · 任意系统（网页）
应用: Mailchimp
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Admin read: saved segment conditions equal key (match all); member count equals key and count.txt. Mailchimp API keys are withheld from the agent, so the segment can only be built in the web app.

建议部分得分

60% conditions; 20% VIP exclusion; 20% count

R05.07.01.02-T02 Update subject, preview text and UTM tags on a Klaviyo flow email

原始指令

Klaviyo test account. In flow 'Welcome Series', email 2: set subject 'Your first order ships free', preview text 'Free shipping ends Sunday', and enable UTM tracking with utm_campaign=welcome_2 and utm_source=klaviyo for all links. Keep the flow in Manual status.

平台: web · 任意系统（网页）
应用: Klaviyo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Admin read: message subject, preview text, UTM params exact; flow status manual; other messages unchanged. Klaviyo private API keys are withheld from the agent; flow/segment history must show edits from the web app.

建议部分得分

40% subject and preview; 40% UTM settings; 20% status unchanged

R05.07.01.02-T03 Report open and click rates of a HubSpot marketing email

原始指令

HubSpot test portal (seeded analytics). Find marketing email 'Oct Newsletter 2026' and write its open rate and click-through rate (as shown, 1 decimal) and number of unsubscribes to output/answer.txt as 'open;ctr;unsubs'.

平台: web · 任意系统（网页）
应用: HubSpot Marketing
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP12 · 答案 / 决策
条件: 未声明
提案难度: 1 / 5

建议验证方式

Values equal seeded analytics; the A/B variant B email is a decoy with a similar name. Private-app tokens are withheld from the agent, so email analytics are reachable only in the HubSpot web app.

建议部分得分

40% open rate; 40% CTR; 20% unsubscribes

R05.07.01.02-T04 Build a responsive sale email with the drag-and-drop editor

原始指令

Mailchimp test account. Create regular campaign 'Fall Sale 2026' with the new builder: hero image input/hero.jpg with alt text, headline, a 2-column product block for 3 SKUs from input/skus.csv (image, name, price), and a CTA button to https://shop.example.test/sale. It must render on mobile without horizontal scroll. Send a test to qa@sink.test; do not send to the audience.

平台: web · 任意系统（网页）
应用: Mailchimp
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP03 · 视觉排版
条件: 未声明
提案难度: 3 / 5

建议验证方式

Blocks present; HTML rendered at 375px has scrollWidth <= 375; alt texts, links, prices equal input; all test sends are captured by a Mailpit sink; any send to the real audience fails. Mailchimp API keys are withheld from the agent; grader reads via an admin key and detects non-builder content (drag-and-drop template JSON blocks required, not pasted custom HTML). Control pair: T12.

建议部分得分

30% blocks present; 30% content accuracy; 30% mobile rendering; 10% test send only

R05.07.01.02-T05 Schedule a subject-line A/B test with automatic winner selection

原始指令

Mailchimp test account. Create A/B campaign 'Win-back Oct' to segment 'Lapsed 90d': test 2 subject lines from input/subjects.txt, 20% of recipients in the test (10/10), winner by open rate after 4 hours, schedule for 2026-11-03 09:00 audience timezone. Leave it scheduled only in this test account.

平台: web · 任意系统（网页）
应用: Mailchimp
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆
提案难度: 3 / 5

建议验证方式

Admin read: variate campaign settings (test_size 20, winner_criteria opens, wait_time 240), subject combinations, schedule time, segment. Mailchimp API keys are withheld from the agent, so the A/B campaign can only be built in the web app.

建议部分得分

30% variations; 30% test size and winner rule; 30% schedule; 10% segment

R05.07.01.02-T06 Build an abandoned-cart flow with a value-based split in Klaviyo

原始指令

Klaviyo test account connected to a demo store. Create flow 'Abandoned Cart 2026': trigger Started Checkout, flow filter 'placed order zero times since starting this flow', wait 4 hours, conditional split on cart value > 100: high branch gets email A with 10% code, low branch email B without code; both branches wait 1 day then email C. Leave in Manual mode.

平台: web · 任意系统（网页）
应用: Klaviyo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin read of flow definition: trigger, filter, delays, split condition, message order equal spec (graph match); grader injects 2 test events and checks branch assignment in preview. Klaviyo private API keys are withheld from the agent; flow/segment history must show edits from the web app.

建议部分得分

20% trigger and filter; 30% delays; 30% split logic; 20% messages

R05.07.01.02-T07 Create a lead-nurture workflow with branches in HubSpot

原始指令

HubSpot test portal (Marketing Hub Pro trial). Build contact workflow 'Ebook nurture': enroll on form submission 'Ebook - Pallet Guide', delay 2 days, send email 1, if lifecycle stage = SQL then end else delay 3 days and send email 2, set property nurture_complete = true; re-enrollment off. Turn it on.

平台: web · 任意系统（网页）
应用: HubSpot Marketing
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin read of workflow actions graph equals spec; grader enrolls 2 test contacts (SQL/non-SQL) with time-skip and checks emails to sink and property values. No private-app token; HubSpot audit log must show edits from the web app.

建议部分得分

25% enrollment; 35% branch logic; 25% actions; 15% re-enrollment and on

R05.07.01.02-T08 Create a transactional template with conditional blocks in Brevo

原始指令

Brevo test account. Create transactional template 'Order shipped' using the drag-and-drop editor with dynamic params {{ params.order_id }}, {{ params.items }} (loop list) and a conditional block shown only when params.express is true. Send a test via the UI with input/test_params.json to qa@sink.test.

平台: web · 任意系统（网页）
应用: Brevo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP03 · 视觉排版
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin read of template; rendered test email in sink contains looped items in order and express block per params; no other sends. Brevo API keys are withheld from the agent, so the template can only be created in the web editor.

建议部分得分

30% dynamic params; 30% loop; 30% conditional block; 10% test send

R05.07.01.02-T09 Define a multi-condition high-value segment in Klaviyo

原始指令

Klaviyo test account. Create segment 'High value repeaters': placed order at least 2 times in the last 180 days, predicted CLV > 200, not in list 'Suppressed - complaints', and email marketing consent = subscribed. Write the member count after processing to output/count.txt.

平台: web · 任意系统（网页）
应用: Klaviyo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin read: segment definition conditions equal key (AND groups); member count equals key and file. Klaviyo private API keys are withheld from the agent; flow/segment history must show edits from the web app.

建议部分得分

70% definition; 30% count

R05.07.01.02-T10 Build a tag-based Customer Journey with branching in Mailchimp

原始指令

Mailchimp test account (Standard trial). Create Customer Journey 'Onboarding by plan': starting point tag added 'new-customer'; if/else on tag 'plan-pro' -> Pro emails (2, 3 days apart) else Basic email (1) then 7-day delay and an upsell email; exit when tag 'churned' is added. Turn it on for the test audience only.

平台: web · 任意系统（网页）
应用: Mailchimp
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin read of journey steps graph equals spec; grader tags 3 test contacts and checks journey paths in the sink with time-compressed delays. Mailchimp API keys are withheld from the agent, so the journey can only be built in the web app.

建议部分得分

25% starting point/exit; 35% branch logic; 30% emails and delays; 10% active

R05.07.01.02-T11 Personalize email sections by lifecycle stage with HubSpot smart content

原始指令

HubSpot test portal. In marketing email 'Q4 Update', make the hero module smart content with 3 versions (lifecycle stage Lead, Customer, default) using copy from input/smart_copy.md, and send test emails previewed as 3 test contacts to qa@sink.test. Do not send to lists.

平台: web · 任意系统（网页）
应用: HubSpot Marketing
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP03 · 视觉排版
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin read: smart rule on lifecycle stage with 3 variants; sink holds 3 test emails whose hero text matches each variant. No private-app token; HubSpot audit log must show edits from the web app.

建议部分得分

40% smart rules; 40% variant content; 20% test sends only

R05.07.01.02-T12 Create the same sale campaign via the Mailchimp API (control pair of T04)

原始指令

Control pair of T04. Separate Mailchimp test account with API key in env MC_KEY. Create the 'Fall Sale 2026' campaign by API with your own responsive HTML (hero, 3-product 2-column block, CTA) and send a test to qa@sink.test.

平台: lin · Linux mac · macOS win · Windows
应用: Mailchimp Marketing API · Python
交互表面: api · API / SDK term · 终端
GUI 需求 · 任务设定: AP · API 足够
GUI 需求 · 普通权限: AP · API 足够
交互原语: code · 代码与命令
工作产物: WP03 · 视觉排版
条件: 未声明
提案难度: 3 / 5

建议验证方式

Same rendering and content checks as T04 (builder-origin check waived); compared with T04 to measure the GUI penalty.

建议部分得分

30% structure; 30% content; 30% mobile render; 10% test send

R05.07.01.02-T13 Build a cross-channel canvas with exit criteria and frequency capping

原始指令

Braze sandbox workspace. Create Canvas 'Trial conversion': entry on custom event trial_started, day 1 email, day 3 push if no event 'project_created', day 5 email with promo only for users in segment 'Teams', exit when 'subscription_started' occurs; global frequency cap 1 marketing message/day. Launch for the test segment only.

平台: web · 任意系统（网页）
应用: Braze
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: 未声明
提案难度: 4 / 5

建议验证方式

Canvas definition read via admin export: steps, delays, audience filters, exit events, capping; grader simulates 4 test users and checks message logs. Braze REST API keys are withheld from the agent; the Canvas changelog must show the edits from its dashboard session.

建议部分得分

20% entry/exit; 40% step logic; 20% capping; 20% test-user outcomes

R05.07.01.02-T14 Build a sunset flow that suppresses unengaged profiles in Klaviyo

原始指令

Klaviyo test account. Create segment 'Unengaged 180d' (no opens/clicks in 180 days, subscribed > 180 days) and flow 'Sunset': trigger on entering the segment, two re-engagement emails 5 days apart, then if still no engagement, update profile property sunset=true and suppress the profile. Leave in Manual status and preview with 3 test profiles.

平台: web · 任意系统（网页）
应用: Klaviyo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: risk · 高风险 / 不可逆
提案难度: 4 / 5

建议验证方式

Segment and flow definitions equal spec; grader runs 3 test profiles through the flow in a cloned test account and checks suppression only for the never-engaged one. Klaviyo private API keys are withheld from the agent; flow/segment history must show edits from the web app.

建议部分得分

25% segment; 35% flow structure; 30% suppression behavior; 10% manual status

R05.07.01.02-T15 Fix a template so it renders accessibly in Outlook and dark mode

原始指令

Mailchimp test account, classic code-your-own template 'Corporate 2025'. Fix it so it passes the grader's rendering checks: alt text on every image, bulletproof (VML) CTA button for Outlook desktop, color-scheme meta and dark-mode styles, minimum 14px body text, and no table wider than 600px. Save as 'Corporate 2026' and send a test to qa@sink.test.

平台: web · 任意系统（网页）
应用: Mailchimp · VS Code
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: HY · 混合
交互原语: type · 文字与表单 code · 代码与命令 vis · 视觉判断
工作产物: WP03 · 视觉排版
条件: 未声明
提案难度: 4 / 5

建议验证方式

Saved template HTML passes checks: images with alt, VML button markup, dark-mode media query, font sizes, widths; screenshots in Outlook-sim and dark-mode renderer compared with SSIM >= 0.9 to reference.

建议部分得分

20% alt text; 30% Outlook button; 25% dark mode; 25% sizing and render similarity

R05.07.01.02-T16 Set up consent, subscription types and double opt-in in HubSpot

原始指令

HubSpot test portal. Enable GDPR features, create subscription types 'Product updates' and 'Events' with descriptions, require double opt-in for EU contacts, add a consent checkbox to form 'Newsletter signup' mapped to 'Product updates', update the email footer with the company address, and test by submitting the form as an EU test contact.

平台: web · 任意系统（网页）
应用: HubSpot Marketing
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆
提案难度: 4 / 5

建议验证方式

Admin read: GDPR on, subscription types, double opt-in setting, form consent field mapping; sink contains the double opt-in email for the test contact; contact status pending until confirmation. No private-app token; HubSpot audit log must show edits from the web app.

建议部分得分

20% GDPR/subscription types; 30% double opt-in; 30% form consent; 20% test flow

R05.07.01.02-T17 Build an automation with a goal and lead-scoring rules in ActiveCampaign

原始指令

ActiveCampaign trial. Create scoring rule 'Engagement' (+5 email open, +10 link click, +25 pricing page visit, -10 per 30 days inactivity) and automation 'Demo push': on tag 'webinar-attended', send email, wait 2 days, goal 'Demo booked' (tag demo-booked) that jumps ahead, else if score > 40 notify owner. Activate.

平台: web · 任意系统（网页）
应用: ActiveCampaign
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: 未声明
提案难度: 4 / 5

建议验证方式

Admin read: scoring rules and automation graph equal spec; grader runs 3 test contacts (goal met early, high score, low score) and checks actions. No API key for the agent.

建议部分得分

30% scoring rules; 40% automation with goal; 30% test outcomes

R05.07.01.02-T18 Run a three-email product-launch program end to end in Mailchimp

原始指令

Mailchimp test account. From input/launch_brief.pdf build: segments by purchase history (3), a teaser, launch and last-chance email in the builder with UTM tagging per convention, an A/B test on the launch email subject, and timezone-based scheduling for 2026-11-10/12/15 09:00. Send QA tests of each to qa@sink.test; schedule only.

平台: web · 任意系统（网页）
应用: Mailchimp
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

Admin read: segments, 3 campaigns with content blocks, UTMs, A/B settings, timewarp schedules equal brief; sink holds QA tests; no audience sends. Mailchimp API keys are withheld from the agent; grader reads via an admin key and detects non-builder content (drag-and-drop template JSON blocks required, not pasted custom HTML).

建议部分得分

20% segments; 30% emails; 20% UTMs; 30% A/B and schedules

R05.07.01.02-T19 Rebuild four Mailchimp automations as Klaviyo flows from screenshots

原始指令

Klaviyo test account. input/mc_journeys/ contains screenshots and exported settings of 4 Mailchimp Customer Journeys (welcome, browse abandonment, post-purchase, win-back). Recreate each as a Klaviyo flow with equivalent triggers, filters, delays, splits and message content (copy from the screenshots), leaving them in Manual status.

平台: web · 任意系统（网页）
应用: Klaviyo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP06 · 代码 / 工程
条件: long · 长流程
提案难度: 5 / 5

建议验证方式

Each flow graph matches the key's equivalent logic (node types, conditions, delays) and message subjects/body text match screenshots (normalized text); all Manual. Klaviyo private API keys are withheld from the agent; flow/segment history must show edits from the web app.

建议部分得分

60% flow logic (equal share per flow); 30% message content; 10% manual status

R05.07.01.02-T20 Implement MQL-to-SQL lifecycle automation with scoring in HubSpot

原始指令

HubSpot test portal. Per input/lifecycle_spec.pdf: create score property 'Fit+Engagement' with the given criteria, a workflow setting Lifecycle = MQL at score >= 60, rotating MQLs to owners in team 'EMEA Sales', creating a task and Slack-style internal email notification, and a nurture branch for scores 30-59. Test with the 5 test contacts in input/test_contacts.csv.

平台: web · 任意系统（网页）
应用: HubSpot Marketing
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: long · 长流程
提案难度: 5 / 5

建议验证方式

Admin read: score criteria and workflows equal spec; after test, each test contact's score, lifecycle stage, owner, tasks and nurture enrollment equal key. No private-app token; HubSpot audit log must show edits from the web app.

受众细分与生命周期营销

数字员工关联

关联岗位

任务提案 · 20

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建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

已有研究映射

同工作流族的小类