topic Re: Create List for Customers with certain transactions in HubSpot Marketing

Create List for Customers with certain transactions

WhaleHouseNL — Tue, 27 Sep 2022 22:21:08 GMT

Warning I'm very new to Hubspot.

Is there a way to make a list of contacts who have had more than 3 transactions in a year?

I've connected my payment processor (stripe) to HubSpot, so I'm hoping it'll notice all the payments and the like.

Re: Create List for Customers with certain transactions

Jnix284 — Wed, 28 Sep 2022 20:40:25 GMT

Hi @WhaleHouseNL

Do you have stripe set up to update object properties (like number of transactions per contact)?

If you have a property associated, you can create a list.

Here are the basics for creating a list - let me know if you get stuck, I'm happy to help!

Re: Create List for Customers with certain transactions

WhaleHouseNL — Thu, 29 Sep 2022 22:17:04 GMT

Good question ... where would I find out if I have Stripe set up to do that?

Re: Create List for Customers with certain transactions

WhaleHouseNL — Thu, 29 Sep 2022 22:20:56 GMT

Ah ... is it in Mapping?

Re: Create List for Customers with certain transactions

Jnix284 — Thu, 29 Sep 2022 22:56:59 GMT

@WhaleHouseNL yes, should be in mapping

Re: Create List for Customers with certain transactions

WhaleHouseNL — Thu, 29 Sep 2022 22:59:04 GMT

I only have the starter plan ... does that matter? Do you know what the object I"m looking for?

Re: Create List for Customers with certain transactions

Jnix284 — Thu, 29 Sep 2022 23:01:24 GMT

@WhaleHouseNL hmm, not sure if HubSpot plan impacts integration or not.

You can check the Stripe Integration here to see the default and custom mappings - just scroll down a bit and you can expand the accordion menu to see them.

Re: Create List for Customers with certain transactions

WhaleHouseNL — Thu, 29 Sep 2022 23:02:30 GMT

I've got price mapped to Price .. is that it?

Re: Create List for Customers with certain transactions

Jnix284 — Thu, 29 Sep 2022 23:44:51 GMT

From what I can tell, it doesn't look like your going to get transaction data coming through automatically without customizing the integration.

Perhaps @jolle might know a bit more about using the stripe integration?

Re: Create List for Customers with certain transactions

jolle — Fri, 30 Sep 2022 17:01:26 GMT

Thanks for the mention, @Jnix284!

@WhaleHouseNL I haven't personally set up the Stripe integration before, but it sounds like custom property mapping could help help solve this (it does require Operations Hub Starter).

I'm thinking that you would want to carry something like the Create date from Stripe into the contact record. I'm not seeing anything pertaining to the number of transactions within the dropdown custom property list in the integration page, but you may be able to make a workflow workaround (if you have a Marketing Professional subscription or above) like:

If Stripe Create date is known, increase Number of transactions (a custom property that you would need to create) by 1
Clear the Stripe Create date property value
Enable re-enrollment so that every time a Create date value is set, the contact enters the workflow again

I'm also wondering if you could somehow tie the Stripe transactions to the deals pipeline. If you could create a deal for each Stripe transaction and tie that to a contact record, you'd easily be able to report on the number of deals (transactions) within a given timeframe. It looks like there's a separate Stripe integration with HubSpot quotes that may be worth exploring.

Sorry I can't be of more help!!

Re: Create List for Customers with certain transactions

WhaleHouseNL — Wed, 19 Oct 2022 14:07:31 GMT

Hmmm ... maybe I'm missing something. I'm in the List section, and I choose filters, but I don't have any Stripe properties to choose from.

Re: Create List for Customers with certain transactions

WhaleHouseNL — Sat, 22 Oct 2022 14:19:32 GMT

I don't think I have it done right ... everything looks normal in the settings, but I can't use any stripe properties to filter in the lists.

Re: Create List for Customers with certain transactions

WhaleHouseNL — Sat, 22 Oct 2022 16:33:34 GMT

I don't have any stripe related filters in the list filters? What have I done wrong?