Hi,
For eCommerce companies and retailers I wanted to provide input on what I think are major limitations, almost catastrophic limitations, to the contact workflow logic and smart list segmentation logic with HubSpot.
The is a lack of ability to “ONLY” query recent deals and “ONLY” the properties associate with the recent deal. Currently HubSpot will query “ALL DEALS” associated with a contact.
As an eCommerce company this does not make any sense, and does not allow us to serve smart content, promotions, and workflows to remind customers of their previous order and get them to reorder.
The information is already captured by HubSpot in the contact and deal properties, however this information is not available as a segmentation filters for creating “lists” and “workflows”:
- Recent Deal Close Date
- Recent Deal Name
- Item name
- Item description
- etc…
The recent purchase data is important because it is the foundation of eCommerce marketing automation and customer contact data management. We need to know when was the last purchase made, what they purchased, and the amount the spent, show we can send automatic reorder reminders/coupons that are personalized.
This functionality is not part of a wish list, it is essential and required for online retail. I found it more than frustrating to learn about these core limitations.
Hoping improvements have been made.
Thank you!