topic Re: Tracking the number of days contacts spend in a particular Lifecycle Stage in Tips, Tricks & Best Practices

Tracking the number of days contacts spend in a particular Lifecycle Stage

sttang — Tue, 18 Aug 2020 08:45:47 GMT

HubSpot currently has a few default contact properties for you to track the dates when contacts hit a new stage such as:

Became a marketing qualified lead date
Became a sales qualified lead date
Became a customer date
And so on

"But.. what if I wish to know exactly how many days my contacts spend in those stages?" 💭

Using the default properties, you can dive deeper into your marketing insights by tracking the number of days contacts spend in each lifecycle stage.

✅ This can help you create reports to identify which stages do your prospects/customers tend to be stuck at and create strategies to prevent them from being stagnant leads.

✅ With this information, you can target your marketing campaigns to those customers who have been stuck at a particular stage for a long time, and help your sales team move them down the lifecycle stages faster to turn them into customers.

To set this up, we will need:

1 custom property
1 static list
2 workflows

To better explain the process and visualize things, let us use the lifecycle stage “MQL” as an example. Feel free to change the names of the list, property and workflows to better suit your use case.

Step 1: Create a custom number property called “# of days as an MQL”

You can see the steps to create a custom property here. This property will be the contact property you’ll be using to store the number of days the contact has been an MQL.

Step 2: Create a static list called “MQLs”

You can see the steps to create a static list here. Do note that you should create a static list with no criteria on the left as this is a static list that’s going to be populated by one of the workflows and contacts will only be on this list based on that workflow itself. When you first create the list, it should be empty as it will be populated via a workflow later.

*This list will be the list we will use to add contacts to, to re-enroll them back into the workflow for the daily count.

Static List

Step 3: Create a contact workflow “MQL Tracker: Became an MQL”

Workflow "1"

Think of this as workflow 1 whereby we will pick out those who just became MQLs to enroll them.
We delay it by 1 day and remove them from the list (this part is for re-enrollment so ignore this for contacts in this workflow for the first time), as well as check if they are in other stages.
If they are still MQLs, they will go through the “No” branch and be placed in workflow 2.
Do note to set the enrollment triggers here for re-enrollment.

Step 4: Create a contact workflow called “Set number of days as an MQL”

Workflow "2"

This workflow (workflow 2) will then increase the “# days as an MQL” property by 1 and add them to the MQL list.
Thereafter, as they are now added to the list which is a trigger for workflow 1, workflow 1 is then re-triggered and the re-enrollment will go on and on to count the number of days a contact is in the lifecycle stage.
Once contacts are not MQLs anymore, the workflow 1 “MQL Tracker: Became an MQL”, will send them down the yes branch at the very end and the MQL days will stop counting.

Let's go through everything with a scenario example:

For example, Josh becomes an MQL on 10th August, and enrolls in workflow 1 as his Became a marketing qualified lead date is now known.
Josh is then put through a delay till 11th August and is “removed from the static list” (this is not that Josh was ever on the list but this part will only be important later). Essentially, this step makes sure he is not on the list at this time.
Josh then goes through the “no” branch as he are still an MQL on 11th August, and gets enrolled into workflow 2.
John enrolls into workflow 2 on 11th August and gets a +1 on the property “# of days as an MQL” as it’s been 1 day since he has been an MQL.
John then gets added to the MQL list. This action will then trigger him to re-enroll in workflow 1 again as this list is an enrollment (and re-enrollment) trigger for workflow 1.
John then gets added back to workflow 1 and the cycle will go on and on and the number of days will get added on every single day until John is no longer an MQL, then he will go down the “Yes” branch of workflow 1 which will stop the count.

Example of how your property history will look like:Property history shows the count going up by day

Things to take note of:

When you switch on workflow 1, be sure to select “No, only enroll contacts who meet the trigger criteria after turning the workflow on” as this tracker will only work for contacts who hit the lifecycle stage after turning the workflow on. This is because if you choose to switch it on and count existing contacts in the MQL stage for example, current contacts who may have been an MQL a year ago, will only have their count starting from the day you switch it on, making the count inaccurate.
Be sure to allow re-enrollment for workflow 1 for the tracker to work.
You need to create these things (custom property, static list, workflows 1 and 2) for each lifecycle stage.
You can use this for your custom lifecycle stages as well.

📈 How to report using these figures?

With the above information, you can conduct various reports on the number of days your contacts are spending in each lifecycle stage such as this report:Reporting using the # of days spent in MQL

This tells you the average number of days your leads are taking to reach other stages. Looking at the graphs, you can see that your MQLs are relatively new with their “age” being an average of 1.48 days old. You can also see that generally, your customers and prospects take about 15-18 days to move from an MQL to something more (i.e. SQL, Opportunity or Customer).

Therefore, drawing from these results, you can determine if this means your marketing campaigns are effective (if the # of days are short), or decide if you need to work on moving them along to other stages faster.

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

jphilbrook — Thu, 19 Aug 2021 17:11:26 GMT

@sttang LOVE this tip. It was nice to have it all mapped out AND a suggestion on reporting. Thank you so much.

Could you do one showing how to measure the marketing funnel by Company. 🙂

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

TFB1 — Tue, 19 Apr 2022 11:21:28 GMT

This is great! Thanks for sharing!

When building this out for SQL - do I need to exclude earlier lifecycle stages (ie. MQL) from "If/then" branch in the "SQL Tracker: Became an SQL" workflow?

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

ManagementOne — Fri, 15 Jul 2022 05:11:55 GMT

This was an excellent tutorial- thank you. Is there any method for calculating this with contacts before you set up the workflow (retroactively)?

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

SeanK_Conjura — Mon, 25 Jul 2022 16:05:29 GMT

@sttang this is brilliant but is there anyway to go back retroactively?

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

kvlschaefer — Tue, 26 Jul 2022 15:50:33 GMT

Hi @SeanK_Conjura and @ManagementOne,

Thanks for reaching out! It's not possible to use this same workflow to set the lifecycle stage retroactively.

I wanted to refer you to this related post where @karstenkoehler explains how to set up time in between calculation properties for deal stages that can also be applied to lifecycle stages.

Best,

Kristen

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

SeanK_Conjura — Tue, 26 Jul 2022 15:41:46 GMT

Thanks Kristen. Which post?

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

kvlschaefer — Tue, 26 Jul 2022 15:51:02 GMT

Hi @SeanK_Conjura,

Thanks for the catch! Link has been added now 🙂

Best,

Kristen

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

YHakim — Mon, 20 Feb 2023 13:05:19 GMT

This is amazing, thank you!

Can you please show the steps for creating this report?

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

PierpaoloP — Tue, 14 Mar 2023 11:39:06 GMT

When enabling the re-enrollment option do I need to include all the option or just the first one as showed below:

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

mayalaraineri — Wed, 15 Mar 2023 13:57:43 GMT

Thank you!
For the step "Create a custom number property called “# of days as an MQL” I did it, but Im not sure what field type it should be. I selected "Number" under Values. Is that ok?
I wasnt sure wheter it should be a Single-line text or Number. I appreciate if you can confirm. Thanks!

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

mayalaraineri — Fri, 17 Mar 2023 07:48:53 GMT

@sttang @kvlschaefer

Something else, how can I track now the number of days a contact spends as an SQL BUT per contact owner? Thanks!

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

malv13 — Wed, 22 Mar 2023 18:48:45 GMT

I feel an easier way to do this is to create calculation properties on the contact called "Time spent as MQL" and so on, and then the formula is Time Between "Became an MQL date" and "Became an SQL date" .. same for the other stages.

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

Dazman — Thu, 23 Mar 2023 01:13:43 GMT

Yes, absolutely. The time between stages fields weren't available at the time this post was created.

You're correct - creating calculation fields to find the difference in days is a much easier way to do this, and will work retrospectively.

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

mayalaraineri — Thu, 23 Mar 2023 08:21:31 GMT

Hi @Dazman and @malv13

and how would you do that? Which field type is it?
And how will you calculate the time between MQL and SQL, via workflow?
I would really appreciate if you give more details on the process!

Thank you!

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

kvlschaefer — Thu, 23 Mar 2023 09:08:28 GMT

Hi @malv13,

Thank you for sharing this!

You are absolutely right -- using calculation fields is the suggested way to do this now that the feature is available within HubSpot.

Best,

Kristen

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

mayalaraineri — Thu, 23 Mar 2023 09:50:46 GMT

Hi @Dazman and @malv13

No worries, I know how it works now! Thanks.

Do you know if this is possible to do but for lead status? Time spent between one lead status and the other?

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

kvlschaefer — Thu, 23 Mar 2023 10:15:12 GMT

Hi @mayalaraineri,

Thanks for reaching out!

Since this original topic is no longer up to do date with HubSpot's latest features, may I ask you to please create a new post in the Sales Hub Forum?

Please be sure to include screenshots of any steps you have attempted so far and details on your goal.

Thank you,

Kristen

Re: Tracking the number of days contacts spend in a particular Lifecycle Stage

kvlschaefer — Thu, 23 Mar 2023 10:21:00 GMT

Hello to anyone who comes by this thread,

The proposed solution in the original post to track the Number of Days a Contact Spends in a Lifecycle Stage is no longer relevant to HubSpot as we have new features. If you have any questions regarding how to track the number of days a contact spends in a lifecycle stage, please create a new post here.

Thank you for your understanding!

Kristen

Community Team