Report on Unengaed Contacts that Re-Engage

[BDehlinger]

I am interested in showing the effectiveness of an email campaign in re-engaging Contacts that are considered unengaged. Does anyone have a recommendation on how to view this data? 

I asked HubSpot support and this was their response: 

"This is going to be a little tricky to populate for past contacts but you could do this for contacts moving forward by creating an Unengaged Active Contact - List and then seeing if this contact was ever on this list but isn't anymore. You could do this by exporting that contact list prior to sending out those re-engagement emails and then exporting the list after sending out those re-engagement emails to compare those two."

This solution only allows me to look at individual contacts and I would like something higher level that tells me after X email 25 Contacts opened the email that were previously unengaged. 

Any ideas?  

[franksteiner79]

Hi @BDehlinger 

Adding to @karstenkoehler's suggestions, you can also explore the new "when an event occurs" triggers in HubSpot workflows. One of the newly available options to trigger a WF when a contact gets removed from a list. In theory you could use that to timestamp a custom property called "Re-engaged date", which in turn would allow you to report which contacts have been on the "unengaged list" and when they left it.

I have used this trigger option a few times since it became available and think it is great way to timestamp certain changes or "movements" in the CRM.

Here is a little how-to guide.

Cheers

Frank

[BDehlinger]

Hi Karsten! I am honored that you have answered my question! I often find your replies in the Community are very helpful. 

I htink this solution will work for what I am trying to accomplish. I will just need to remember to create the static list before each email send. 

Thank you! 

[karstenkoehler · Accepted solution]

Hi @BDehlinger,

The suggested solution can be simplified by cloning the current unengaged active contact list as a static list before your send – and then comparing the two lists after sending. By comparing the list (contact is member of static list but not of active list) you'll get the amount of contacts you were able to re-engage.

If you want to automate this, you could also create a workflow that enrolls contacts when they are on the static list but not on the active list anymore, then sets a date stamp. This would allow you to view re-engagement over time by building a report based on that date stamp.

Best regards!