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Apply multiple refine by filters to contact properties

Status: Idea Submitted
allenday
Submitted by Participant | Gold Partner on ‎Apr 23, 2018 5:54 PM

I would like to be able to apply multiple refine-by filters to contact properties when creating lists and workflows. Example specific use-case:

 

Contacts actively browsing specific content. 

Contact has visited URL containing [example.com/blog/article]

Refine by number of times 4x

further refinement: in the last week

 

Currently it is impossible to make this statement, I can only isolate based on numbe of times or date. Using either of those options on their own only tells me that the lead has viewed a page right now. The 4x views could be today, or 2 years.

4 Replies
jnix284
Key Advisor
‎May 8, 2018 9:42 AM

This would also be helpful for similar refinement based on last contacted property - allowing automation to exclude a contact if sales has contacted multiple times in the last week.

bassic
Member
‎Nov 11, 2019 10:33 AM

This would enable us to use pageviews as scoring criteria as well.


eg. visited pricing page >5 times within the last 7  days.

lfear
Member
‎Nov 15, 2019 1:40 PM

Would also be great for scoring and sending follow-ups based on immediate interest.

 

Contact has filled out form(s)

Refine by number of times 3x

further refinement: in the last day

kosti_h
Participant
‎Mar 31, 2020 9:09 AM

We really would need this feature, it would help a lot in for example lead scoring.

 

Example:

Contact has completed event "Login" in last 14 days X times.