CRM

DCrinnion1
Contributor

Lifecycle Stages moving backwards

SOLVE

Hey All,

 

Wondering if anybody has a workaround where we are able to move Lifecycle stages backwards.

 

To give context when a lead disqualifies for us we want to put them in to a Cool Down phase for a month where they dont receive any marketing comms. Once 30 days is up we move them back to Lead Lifecycle Stage. At the moment Ive created a Cool Down Lifecycle Stage but once its in the Cool Down phase a workflow wont work on moving it back to the Lead Lifecycle stage as it wont go backwards. Any recommendations? If I can't then the best thing to do I guess is just create a custom field to indicate they are in a cool down phase and set them always back to lead?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lifecycle Stages moving backwards

SOLVE

Hi @DCrinnion1,

 

You can clear the lifecycle stage field with the 'Edit record' workflow action in workflows before setting it to your desired stage. This allows you to bypass the rule that contacts should only move forward in their lifecycle stage.

 

I would however advise against it as it can have negative effects on any reports that rely on lifecycle stage dates, lifecycle stage funnels or similar.

 

Personally, I would simply keep them in the lifecycle stage where they are and consider the lifecycle stage field as a field that documents the furthest a contact has gotten.

 

You can still use fields like lead status, disqualification reason, or a custom date property to snooze their marketing communication. Simply create a date property, e.g. set their "Snooze start date", and in your marketing emails, add an exclusion list that includes contacts where this date property is less than 30 days ago.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Lifecycle Stages moving backwards

SOLVE

Hi @DCrinnion1 

so the concept of Lifecycle stage for HubSpot is not to go back.

Sometimes is easy to confuse lifecycle stage with status, that are 2 different things,

If a contact is disqualified for your company, meaning is not a good fit this won't change (in general ) in the future.

But if a contact didn't continue with a sales conversation (but is qualified) this meand that can be nurture in the future to re-engage. This is status "To nurture"and maybe lifecycle stage "MQL"or "SQL".

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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2 Replies 2
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Lifecycle Stages moving backwards

SOLVE

Hi @DCrinnion1 

so the concept of Lifecycle stage for HubSpot is not to go back.

Sometimes is easy to confuse lifecycle stage with status, that are 2 different things,

If a contact is disqualified for your company, meaning is not a good fit this won't change (in general ) in the future.

But if a contact didn't continue with a sales conversation (but is qualified) this meand that can be nurture in the future to re-engage. This is status "To nurture"and maybe lifecycle stage "MQL"or "SQL".

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lifecycle Stages moving backwards

SOLVE

Hi @DCrinnion1,

 

You can clear the lifecycle stage field with the 'Edit record' workflow action in workflows before setting it to your desired stage. This allows you to bypass the rule that contacts should only move forward in their lifecycle stage.

 

I would however advise against it as it can have negative effects on any reports that rely on lifecycle stage dates, lifecycle stage funnels or similar.

 

Personally, I would simply keep them in the lifecycle stage where they are and consider the lifecycle stage field as a field that documents the furthest a contact has gotten.

 

You can still use fields like lead status, disqualification reason, or a custom date property to snooze their marketing communication. Simply create a date property, e.g. set their "Snooze start date", and in your marketing emails, add an exclusion list that includes contacts where this date property is less than 30 days ago.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes