topic Re: Filters contacts that have been contacted with a Sales email in Sales Email

Filters contacts that have been contacted with a Sales email

Bernardamus — Fri, 11 Sep 2020 15:39:09 GMT

Hello,

I could easily filter contacts who opened a Sales email or those who replied a Sales email, but I cannot filter something even more basic: contacts who have been contacted with a Sales Mail. Any clue how I can get that list? I cannot really find the right property to create such a list.

Re: Filters contacts that have been contacted with a Sales email

sferreira — Fri, 11 Sep 2020 16:51:30 GMT

Hi @Bernardamus ,

You can create an active list based on the following criteria:

Activity properties
Email
Email send Status
is any of "Sent"
Apply changes, name your list and save the list 🙂

Here's a quick video on my own portal on how to do it.

This article describes the types of filters: Use Activity filters in lists and custom reports

Hope this helps!
Sebastian

Re: Filters contacts that have been contacted with a Sales email

Bernardamus — Mon, 14 Sep 2020 19:39:51 GMT

Hey Thanks for the feedback and the cool video!

Anyhow I guess that your proposal refer to newsletters but it does not apply to "sales emails", I mean mails sent one-to-one to customers.

Anyhow I managed to create a VIEW in the contact list where the "last contacted" is KNOWN , I guess it is what I was looking for.

If you have other ideas or suggestions, you are welcome!

Re: Filters contacts that have been contacted with a Sales email

sferreira — Mon, 14 Sep 2020 21:01:23 GMT

Hi @Bernardamus

Thanks for getting back to me.

My proposal does not refer to marketing emails.

It refers to Sales 1 to 1 emails. As stated in this article: https://knowledge.hubspot.com/lists/use-the-activity-filter-in-lists

Hence, "email send status" should work with your list filtering.

Let me know if this helps!

Best,
Sebastian

Re: Filters contacts that have been contacted with a Sales email

Bernardamus — Tue, 15 Sep 2020 11:17:14 GMT

Thanks

Maybe the problem is that I am sending most of my mails via Gmail directly with the Hubspot integration collecting data. So probably the status "sent" is not logged in that case. Probably if I sent 1-to-1 mails from the hubspot platform itself, it would work!

Re: Filters contacts that have been contacted with a Sales email

sferreira — Tue, 15 Sep 2020 13:39:27 GMT

Good point indeed @Bernardamus !

That filtering only applies for emails sent from the CRM and not the extension. I double-checked myself on my own portal.

However, the following filter does work using the Sales Chrome Extension, I did the following test:

I added a brand new contact
no marketing emails have been sent to him previously
Sent the very first email via Gmail, by "track/logging" the email
wend to lists, and called the filter "Email body is known" and the contact does show up in the list

I hope this helps,

Best,

Sebastian

Re: Filters contacts that have been contacted with a Sales email

Bernardamus — Fri, 18 Sep 2020 16:45:22 GMT

First of all thanks for your helpful feedback. The "email body is known" is a good rule definitely.

The only issue with that, is that I cannot really use lists as a way to filter data in Reports.

So I have this other workaround:

1) I create a new VIEW in Contacts with the rule "Last contacted is known"

Probably it includes also contacts via phone , meetings, etc. But since I don't do any call/meeting without a mail , then I think it can work.

2) As a result, if I create a Report I have the option to use "contact filters" corresponding to my custom VIEWs to get specific segments of data. I could not do something similar with Lists so far.... . Hope it helps and interested to know your feedback!

Re: Filters contacts that have been contacted with a Sales email

sferreira — Sun, 20 Sep 2020 15:44:46 GMT

Hi @Bernardamus,

Thanks for getting back to me.

Apologies, I didn't know that your end goal was to build a report, I though it was a list.

Althought your workaround works, please note that withing Reports, you can build a cross-object (contacts/activities) custom report, then go to filters > activities > and find the same "Email subject = is known"

a GIF video representing this below, let me know if you have any doubts:

Re: Filters contacts that have been contacted with a Sales email

Bernardamus — Sat, 03 Oct 2020 14:18:01 GMT

Great solution... but I guess that I need to upgrade my plan ($$$) to get access to custom reports and really be able to generate cross-objet reports, isn't it?

Re: Filters contacts that have been contacted with a Sales email

sferreira — Sat, 03 Oct 2020 16:39:23 GMT

Thanks for getting back to me @Bernardamus

Custom reports are part of any Pro Subscription indeed. Would you be interested in having a Free Demo Trial of this Hub?

Re: Filters contacts that have been contacted with a Sales email

Santiago_Open — Thu, 25 May 2023 13:57:10 GMT

Hi @sferreira thank you for your feedback.

I'm having the same problem and your "activity/email status" works well for one part of my objective. My intention is to have a list to exclude from marketing emails, but besides of the email status I would like to add a time range, is that possible?