Hi.
I have a problem on creating List.
I would like to create a list of contacts.
The contacts should be ‘VIP’ and the sum of their deals between ‘levelTime’ and ‘levelEndTime’ is over $20000.
Now I have contact properties “memberLevel”, “levelTime”(the date become VIP) and “levelEndTime”(the VIP membership expiration date).
I don’t know how to filter the Deal’s Property " Create Date" between ‘levelTime’ and ‘levelEndTime’ when creating list.
It would be nice to know how to create this kind of list. Thanks
Hi @NicoleHsiao,
This requires a workflow, a calculation property and a list.
The workflow would be a deal-based workflow that enrolls all deals where create date is after levelTime and before levelEndTime. It then uses the “Set property value” action to tick a custom single checkbox, e.g. a custom property called “Deal within level time range”.
You can then proceed to create a custom contact calculation property which would look as follows:
Once you have this calculation property, you can create a contact based list that filters for contacts where this number is over $20.000.
Let me know if you have any follow-up questions!
Hi,
thanks for replying.
I have some problems on setting the workflow
How to enrolls all deals where create date is after levelTime and before levelEndTime?
The levelTime and levelEndTime are Contact’s Property, so there is no “levelTime” and “levelTime” when fltering the Deal’s Property “create date”.
Could you show me how to set this workflow? Thanks you very much.
Hi @NicoleHsiao,
You would then first have to set up deal properties for level time and level end time and use a contact-based workflow to copy the values from the contact to the deal object.
To do this, first create the deal properties. Then create a contact-based workflow which enrolls a contact based on “level time is known” and make sure re-enrollment is enabled for that. Then use the “Copy property value” action and copy the value from the contact to the deal property. Repeat the same for the level end time.
Once you have this, you can use the “is after another property” or “is before another property” filter.
Hi,
Thanks for your reply.
I’ve tried the method you mentioned and it works.
However, I would like to ask if there is any other way to fulfill my ask easier and not to use calculated property.
Since Hubspot Pro only have 5 calculated properties to use, I got several similar scenario needed to be done.
Is there any possibility to calculate in workflow to do the same scenario?
Thanks for reply patiently.
Hi @NicoleHsiao,
Theoretically yes but it would be much more complex and require custom code actions (available in Operations Hub Professional) and the help of a developer.
@NicoleHsiao wrote:
I’ve tried the method you mentioned and it works.
Please mark my earlier replies as a solution if you found them working. I appreciate it!
Best regards!
