Tied Property Dates

Goal: I’d like to create a report for all contacts that have a Form Submission on our ‘contact us’ page and capture those contacts that have not had follow up meetings since filling out the form.

Problem/Suggestion: There is no contact property for Last Associated Meeting and there is no filter to tie it to the form submission date (i.e. Last Associate Meeting is after Form Submission Date)

Hi @CLaible! Welcome to the Community-- happy to have you here :blush:

Have you tried using Lists in tandem with your Reports? Sometimes Lists have additional filter options that Reports don’t, but you can then filter your Reports by List membership.

For example, I can create a list that shows me all contacts that have a recent conversion date (the date the contact last submitted a form), before the date of their last meeting booked:

Would a workaround like this help in your situation? If not, can you give us some more context about how contacts book meetings?

Best,
Kennedy

Thanks @kennedyp - the issue is that meetings are note always booked using the booking tool. It would be helpful if there was a filter for any associated meetings to the contact, that way we could capture all possible meetings that happen or don’t happen after the contact has filled out the contact us form.