Need to segment a report based on a property's previous value

Marketing & Content Hub Reporting & Analytics
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I’m trying to create reports for a non-profit’s campaign performance. I’ve created a custom property (multi-select) that shows whether a contact’s Donor Status is Active/Current, Lapsed, or Non-Donor. A workflow sets this property based on recent deal close date.

This is the scenario that I’m trying to solve for:

  1. A Contact’s Donor Status is set to Lapsed
    based on the date of their last donation (Deal).
  2. This Lapsed Donor enages with a campaign (or more than one) and makes an online donation through FundraiseUp, which sync to Hubspot.
    1. A workflow sets this Contact’s Donor Status to Active/Current because their most recent deal close date is <= 365 days.
  3. Campaign performance dashboard showing donor types, giving levels, etc.:
    1. I need to segment a report by Donor Status to see how many lapsed donors are now active because they made a donation attributed to this campaign.

How can I report on a property’s previous value - at a certain point in time. Or based on when that property was last modified.

  1. If I set up a filter than pairs:
    • Donor Status [has ever been any of] Lapsed
    • and Donor Status [has been updated] in the last 365 days
    • and Donor Status [is any of] Active/Current

Can I assume that the report shows contacts whose Donor Status was most recently Lapsed and was updated to Active/Current when they made a donation during the past 365 days? In other words, can I filter based on the date a property was updated from one value to another?

  • BONUS VALUE: Date property was set to Lapsed
  • BONUS VALUE: Cumulative Time at Lapsed
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Hi @KCoco,
Thank you for asking the Community!
I’ve noticed a similar idea already present in our Ideas Forum: Ability to report on time/date of property change.
To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.
I also found for you the solutions from @karstenkoehler and @trevordjones on this similar post “Report that how a specific property has been updated over time (history)” that might help you.
I’d be happy to put you in touch with some of our Top Experts: Hi @Jnix284, @FCorbaci and @Josh do you have other suggestions to help @KCoco, please?
Thank you very much and have a wonderful day!
Best,
Bérangère

3

Thanks for the tag @BérangèreL happy to share some insights into how you could build this out.

@KCoco For each data point you want to see in reporting, you would need to create a custom property to capture that information.

For example, create a workflow that is triggered when Donor Status = Lapsed, this would copy the “lapsed” status to a custom property for Lapsed Status = Yes and you could then create a timestamp property for Lapsed Status Date.

If you have re-enrollment, meaning someone could go from active to lapsed, back to active and then back to lapsed, you would need to also use a clear property action and set property action.

What you’re looking for is possible and I highly recommend working with a partner or consultant to achieve this. @KSenette4 @StjepanGrcic @MandyDROS and their team work with non-profits quite frequently and would be a great place to start.