Export contacts who've met a goal in a workflow

svazquez
Member

It would be amazing to have the ability to export or view contacts who've met a specific goal in a workflow. Most email marketing software has this ability, I find it so odd that Hubspot doesn't. 

4 Replies 4
Mike_Eastwood
Key Advisor | Gold Partner

Hi @svazquez 

You have two options:

A) Add the Contact to a Static List as part of your Workflow

B) create an Active List that automatically adds people when the complete the Workflow.

The advantage of A is that you can decide on which list based on properties or Workflow options. You can Export either type of list (Static or Active).

Is that what you meant?

Mike

slogans
Contributor

Create a smart list using this:
1: press "workflow" for rule
2: type in name of workflow
3: "contact has met the goal"

 

You won't be able to see which goal in the workflow that they hit, but you'll be able to see overall goal-out.

AshleighAM
Participant

This was very helpful and I appreciate the ease of direction in the steps! Thank you. 

ZToney
Member

yes they are working on it and because so many other email marketing softwares have this great feature in them and we hope that hubspot will also add this feature in it in the future like you can see here on thisblog  how the other platforms are taking its advantages.

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