Identifying re-engaged contacts

Smart CRM & Sales Hub CRM
1

Hi there,

I want to set up a Workflow for visitors to our website that have returned after NOT visiting for 30 days prior. I need a way to trigger this workflow. I can certainly trigger it based on Contacts who have a pageview in the last 1 day. But I also need a way to only include those users that had no pageviews in the prior 30 days. How do I create a list or a trigger to do this?

I’m guessing there is a relatively easy way to do this and I’m just missing it. :slightly_smiling_face: Thanks!

2

Hi @JGood89,

This requires an additional custom date property which you could call “Last website visit date”.

Here’s what the workflow would do:

  • Enroll contacts when Last seen is known, enable reenrollment for Last Seen is known
  • Branch to check whether Last website visit date is more than 30 days ago
  • If yes, perform whatever action you want to perform, e.g. send a notification, then use ‘Set property value’ to set Last website visit date to the current date
  • If no, set the Last website visit date to the current date directly

Best regards!

3

Karsten… thanks! I see your name all over this forum!

I assume the “Last Website Visit Date” would need a Workflow updating that field whenever someone visits the website. Right?

4

@JGood89 that’s what the second to last and last bullet point are doing, yes :slightly_smiling_face:

5

Doh! Got it. Thanks!

6

Wait… this won’t work.

I want to identify users that have returned to our website after NOT visiting in the prior 30 day (or longer) period. This will identify people who have visited in the last 30 days or who have not visited in the last 30 days. What I really need is that the “last visit date” is TODAY, but there are no visits in the prior 30 days.

What if I enroll people who have NOT visited in 30 days or more in a Workflow. And then put a delay based on an event, which would be a pageview. That would do it. What do you think?

I do like recording the date of their last pageview, though. That will be helpful.

7

@JGood89 the workflow that I proposed will do that exactly. Nothing happens if the previous visit was less than 30 days ago, a notification is sent to you if it was more than 30 days ago. Is that not what you describe? Please set it up like I proposed and try it.

8

I went in a completely different direction on this. I just added Contacts to a workflow and then set a delay based on an event. The event is a pageview. As soon as they have a pageview, they get branched to a new email flow. If they don’t, I send an email to push them to return.