I am looking to make a workflow for marketing emails opened 5 or more times within 90 days. I only see an option for the last or first email open. I was hoping someone could help me figure this out or some kind of workaround? Maybe it's a list or using a different property. Many thanks!
I'm not aware of a way to achieve this at this stage, at least not out of the box. There is this property...
Marketing emails opened: the number of marketing emails opened. Please note that this value is incremented at most once per email; if the same email is opened multiple times, this value will only increase by one.
... but it can't be further filtered by a time frame like 90 days. There would be ways of accomplishing this with custom code actions in Operations Hub Professional but it would require a developer.
(Keep in mind that the number of email opens for a particular contact is not very reliable. Some email clients open emails in the background to check them for fraud – this is sometimes also registered as an open.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I'm not aware of a way to achieve this at this stage, at least not out of the box. There is this property...
Marketing emails opened: the number of marketing emails opened. Please note that this value is incremented at most once per email; if the same email is opened multiple times, this value will only increase by one.
... but it can't be further filtered by a time frame like 90 days. There would be ways of accomplishing this with custom code actions in Operations Hub Professional but it would require a developer.
(Keep in mind that the number of email opens for a particular contact is not very reliable. Some email clients open emails in the background to check them for fraud – this is sometimes also registered as an open.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thanks for your quick response! We are trying to track if they've opened any email 5 times, not that specific email. Do you have any recommendations on other ways we could achieve something similar? Appreciate your help and insight!
Out of the box, this is not possible, unfortunately. Again, with custom code and development it is but there aren't any list or workflow filters, scoring properties etc. which would do this automatically.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer