Contacts filter based on email tracking: number of times a contact opened a Sales email

Smart CRM & Sales Hub CRM
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1

Apart from filtering contacts who recently opened a Sales email I would like to filter contacts who repeatedly opened some emails, since I consider that it can be a good indicator of somebody interested in doing some business.

Do you have any suggestions on how to configure a list or a report to match this need?

2

Hi @Bernardamus,

I don’t believe this is possible. Here’s an idea on the forum for it though. I would recommend upvoting it.

Josh

3

Update Number of Sales Opens Property.png
Update Number of Sales Opens Property.png370×1061 42.9 KB

Here is my feeble attempt at working around this shortcoming:

Objective: to track the number of Sales Email Opens to be used as a trigger for subsequent Sales follow-up.

Solution: I create two Custom Properties and a Workflow

  • Last-Sales-Open-Date [Date Property]
  • Number-of-Sales-Opens [ Numeric Property]

The Workflow tests if the current Recent-Sales-Open-Date is after the current value of the Custom Property Last-Sales-Open-Date. If 'YES," then:

  • Copy the value of Recent-Sales-Open-Date to Last-Sales-Open-Date
  • Increment the Number-of-Sales-Opens by ‘1’

*IF THIS WORKS* I can see at least one flaw. It probably will not increment in the case of multiple opens on the same day :-(. Any other shortcomings I don’t see?