Jan 23, 2020 1:23 PM - last edited on Mar 3, 2020 5:28 PM by lalexander
to date in HubSpot there is no way to check the number of emails a contact got in a defined amount of days.
My tweak: I built a chain of workflows based on delays and multiple enrolments that calculates the # of emails delivered per each contact on a weekly basis and puts it in a contact property).
How do you manage the email pressure and how do you prioritize emails among contacts? I am so curious to hear how you manage it and also what's the HubSpot product team point of view here. Of course, would be great having it developed by HubSpot!
Let me know what you think about it!
Jan 24, 2020 4:29 PM
Something that I have noticed in the lists for filtering, is some properties do allow you to set a date range for the filter under "Refine filter condition", while others don't. So, it could just need something like adding that option to the "Marketing emails delivered" property, so you can see oh, for all time they've received 30 emails but within X timeframe, it's 5. Hopefully this is something HubSpot could look into. 🙂
As for how we manage it, right now we suppress any new subscribers who are currently in our welcome series workflow from receiving our adhoc sales and other emails that we send out each week. This helps reduce how many they'll receive at once. So you could do this with multiple workflows, and you can also do some suppression/exclusion on the workflow side as well.
Feb 14, 2020 11:48 AM
I've helped several customers do this when they want more flexibility than just the email fatigue settings in portal. This sounds a bit complex but only takes about 20 minutes to set up!
I recommend creating new properties for however many sends you'd like to check. Your email frequency can be a good place to start here. Ex: If most contacts receive 5 emails per month so if someone is already at 5 emails within a 30 day period we might want to throttle our sending for less important emails.
To do this you would create the following date properties:
Most recent marketing email send date
2nd most recent marketing email send date
3rd most recent marketing email send date
4th most recent marketing email send date
5th most recent marketing email send date
Then set up a workflow so that every time last marketing email send date is known to update all of those properties accordingly:
Feb 18, 2020 12:51 PM - edited Feb 18, 2020 12:57 PM
Hi there @jfields,
thanks a lot for your suggestion, I really like the Idea of copying fom one time stamp to another dynamically.
What I did is a bit different: https://monosnap.com/file/78ZUziA1pd54aPxKr0oSR3VeuP6wm8
In this way with 1 property I can track more emails per week dynamically - But again, it's a tweak
As you can see:
My frameork is a bit different - In my case I wanted to use only one property - We have almost reached the max amount of properties in our portal unfortunately.
I would love to have smth like that set internally
Again, thanks a lot for sharing your idea : - )