Hello!
I need to create 6 individual reports for each sales rep to show their protected accounts (companies) that have not returned contact in the last 6 months.
Is there a way to effectively do this? Returned contact includes replied to an email, a connected phone call, and a completed meeting.
We have field under the company card “type” that delineates the option “customer - protected”
Can someone help me out? I have been working for a while but am very stuck.
Thanks,
Anya
Hi @Anyacady ,
So if I understand correctly you want to achieve the following:
Is my understanding correct?
| Louise Hareshe/her |
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Louise,
That is exactly correct! Thank you for laying it out so concisely.
Anya
Hey @Anyacady ,
If you need the report to meet these exact conditions (replied to email, completed a meeting, etc) it is not the easiest thing to do.
If you could be slightly more general in how you determine contact there are standard HubSpot properties that would make this much easier, such as Last Activity Date. You can read more about that property and other standard HubSpot properties here.
If Last Activity Date would work, you would simply just have to use it as a filter in the report, like so-
The report could look something like this-
If this definition of contacted won’t work, some contact workflows will need to be created along with another company workflow. Let me know if the Last Activity Date property will work, and if not I can provide some more detail on how I would do it.
Thanks,
| Louise Hareshe/her |
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This is a great solution, however my boss wants a report more specific than that.
Could you kindly provide me some detail on the workflows?
Let me know and thank you,
Anya
Ok so firstly you will need to a custom date property on Contacts, and call it something like ‘Last returned contact date’.
You will then need to create a contact-based workflow that triggers when any of the actions are complete. Use the trigger type ‘When an event occurs’.
Something like the following should work as an enrollment trigger-
You then need to add the ‘Set property value’ action, and select ‘Last returned contact date’ as the property to update. You want to set it to the date of the step.
There are a few ways you can do this next part, but I’ll suggest the one that I think should work best.
You need to create the same custom property on Companies and create another contact-based workflow. The enrollment trigger for this workflow should be ‘Last returned contact date’ (referring to the contact property here) is known, and re-enrollment should be on for this property.
You then want to add the ‘Copy property value’ action to the workflow, select Company as the target object and choose ‘Last returned contact date’ as the property to copy to.
This means that every time any contact’s ‘Last returned contact date’ property is updated, it will copy to the ‘Last returned contact date’ property on the Company. You can then use the ‘Last returned contact date’ property as a filter like I have used ‘Last activity date’ above.
Hope this helps!
| Louise Hareshe/her |
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Hey Louise!
I just went through each of these steps and everything looked great -- until I looked at the “last returned contact date” on this table here, and they all seem to be today (2/23) (See table 1)
Here is the workflow that I believe caused the problem.
Do you have insight on this?
Thank you again for your insight!
Anya
Hi @Anyacady ,
It’s hard to say without looking at the enrollment history for the workflow.
Can you check the contacts that updated the company record’s ‘Last returned contact date’ and see what caused them to enroll? You can read how to do so here.
Thanks,
| Louise Hareshe/her |
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