ChatSpot

cgeissendoerfer
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Trouble creating a list (active)

The first step of discovery, and I'm having challenges to create an active list. 🙂

 

how many contacts do we have which we did engage within the last 12 months?

 

Sorry, had trouble understanding what to get from HubSpot.

 
 
how many contacts do we have?
Count of Contacts is 3530
 
how many of them were engaged in the last 3 months?
Sorry, had trouble understanding what to get from HubSpot.
 
how many of them were active in the last three months?
Count of Contacts is 1926
 
create a dynamic list of these contacts
Sorry, had trouble understanding what to get from HubSpot.
 
create an active list of these contacts
Sorry, had trouble understanding what to get from HubSpot.
 
create an active list of contacts which were active in the last 90 days
Had trouble understanding that. Please try again.
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fpondrano
Colaborador(a)

Trouble creating a list (active)

Hi, I have asked ChatSpot if it was able to do that and the response is negative:

 

me: can you create an active list?


CS: I am unable to create active lists directly from here, but I can guide you on how to create one in your HubSpot account. You'll need to go to your HubSpot account, click on 'Contacts' at the top of the page, and then click on 'Lists.' From there, you can create a new list and set the criteria for the contacts to be added to the list. Select 'Active list' to ensure that the list is automatically updated as contacts meet or step back from the criteria.

 

Since ChatSpot is able to create workflows I suppose the active list creation may become available in the future (that would be really nice).

 

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