Specific Deal Type counts

[DJohnson4]

Hi,

Does anyone know of an easy way to count deals with specific property values?

For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 consectutive 30 day subscriptions to send them an email notifying them that if they switched to a 365 day subscription with monthly payments, they could be saving money.

The only way I can think to do this is to have a deals workflow which when they purchase a new 30 day subscription it enrols that deal and increases a contact number property value by one each time. If anyone has a smarter way of doing it, i’d love to hear you recommendation.

[karstenkoehler]

Hi @DJohnson4,

Increasing a number property would be an option, using a calculation property another: Create calculation and rollup properties

For example, this contact calculation property counts how many associated deals there are of the specified deal type. You would adjust this to your deal types:

Once created, you can use this for enrollment in your workflow.

(Keep in mind that this approach checks whether these deals were consecutive. That would indeed best be solved by counting up a number property on a contact record but resetting the counter when the current deal is followed by one of a different type.)

Best regards!