Hi all,
I’m wanting to update contacts with the Lifecycle Stage of ‘Lead’ who have come into HubSpot via the form ‘Checkout’ to be updated to Lifecycle Stage of ‘Customer’. The problem is, this also includes abandoned checkouts, so I want to add a filter of page view with the confirmation page. I can’t seem to add a page view filter into a customer list, or in workflows.
Am I doing it wrong or is there an easier way to make purchasers tagged as Customer?
Cheers!
Hi @LScrivener,
You should be able to add a page view filter – but this would rely on the contacts having accepted cookies before. Is that something that is guaranteed?
Are you using an integration for the checkout system? If so, it would be better to try to pull the confirmation of a successful purchase from the integration instead of an approximation like a page view.
Best regards
We have the HubSpot for WordPress app connected, as well as the Gravity Forms HubSpot Add-On to collect form fill outs. I’m unsure if we have a way to pull successful purchasers through the connected app, looking at some stuff online and reviews, it looks like it’s mainly for WordPress sites, not WooCommerce
@LScrivener what exactly does the purchase process then look like? Is it just a form fill? If so, how can it be that some form fills are abandoned checkouts?
The issue by filtering for page view is that not all contacts will have accepted cookies, thus not all contacts would be correctly recognized.