I want to create a workflow that finds trade customers who have 1. Been on our website in the past or purchased/engaged with us over 180 days ago 2. Lapsed for a period of 180 days 3. Recently returned to the website (viewed a page). If the customer meets these I need to send an internal email to let a sales rep know and reach out to the customer. I am struggling to figure out the filters I need to find these customers though.
Hey @MParsons3 !
I see you are creating a segment with the criteria you described, which is on my opinion looking good, next steps are
- Go to Automations > Workflows > create a new workflow
- For the trigger criteria, chose contact object and select the option “when filter criteria is met”
- Then select “Segment (list) membership”
- Search for the segment you created with the previously mentioned criteria
- Add WF action “send email” in the communications section
Should look something like this:
Hope this helps! If you need further support with HubSpot setup, in ZUID we can help
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I just want to check on my segment, as need to make sure I am clearly defining those that have lapsed for 180 days but then in the last 7 days returned to our site. I don’t just want to collect everyone who has visited the site in the last 7 days (need to ensure that they have had a lapsed period)