3.2 KiB
3.2 KiB
name, description, usage
| name | description | usage |
|---|---|---|
| configure-branches | Generates implementation instructions for nurture branching logic, personalization rules, and automations. | /lead-nurture-orchestration:configure-branches --journey "MM Onboarding" --platform marketo --qa true |
Command: configure-branches
Inputs
- journey – reference name or existing blueprint ID.
- platform – MAP/CRM platform (Marketo, HubSpot, Braze, Iterable, Pardot, Customer.io, SF Automations).
- qa – include QA + evidence steps (default true).
- assets – optional asset list to wire.
- webhooks – optional external integrations to include.
GTM Agents Pattern & Plan Checklist
Lifted from GTM Agents orchestrator practices @puerto/plugins/orchestrator/README.md#112-325.
- Pattern selection: Most branching config is a pipeline continuation of design-nurture. If QA + personalization can run parallel, explicitly log a diamond segment and define merge points.
- Plan schema: Update
.claude/plans/plan-<timestamp>.json(or create if standalone) with branch IDs, step references, tokens, webhook payloads, QA scenarios, and error handling. Note dependencies (assets, webhooks) and success criteria (activation %, latency). - Tool hooks: Use
docs/gtm-essentials.mdstack—Serena for MAP diffs, Context7 for platform docs, Sequential Thinking for post-flight retro, Playwright for landing/app QA. - Guardrails: Default retry limit = 2 per failed automation. Escalate Marketing Ops Partner → Nurture Architect → RevOps if QA evidence fails or compliance issues appear.
- Review: Run
docs/usage-guide.md#orchestration-best-practices-puerto-paritybefore publishing to ensure agents, dependencies, and deliverables are confirmed.
Workflow
- Blueprint Sync – pull journey diagram, triggers, suppression, personalization tokens.
- Branch Mapping – translate logic into platform-specific steps (smart lists, decision splits, wait steps, webhook calls).
- Personalization Wiring – define tokens, dynamic content blocks, conditional logic.
- QA & Evidence – build test plan (seed profiles, edge cases, fallback paths) with screenshots/logs.
- Documentation – produce build guide, change log, rollback plan.
Outputs
- Implementation checklist with step-by-step instructions.
- QA/evidence matrix (test profile, scenario, expected result, status).
- Change log template + rollback notes.
- Plan JSON entry stored/updated in
.claude/plansfor traceability.
Agent/Skill Invocations
marketing-ops-partner– executes platform build.personalization-logicskill – ensures conditional content is accurate.nurture-testingskill – enforces QA rigor.
GTM Agents Safeguards
- Fallback agents: document substitutes (e.g., Marketing Ops Partner covering testing) if specialists unavailable.
- Escalation triggers: if unsubscribe/spam complaints or latency guardrails breach twice in 48h, trigger lifecycle rip-cord and notify Marketing + Sales leadership.
- Plan maintenance: each branching change requires updating plan JSON + change log; reference in status packets to keep audit trail aligned with GTM Agents standards.