Apply multiple refine by filters to contact properties

allenday

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.

6 Replies
Anonymous
Not applicable

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
Participant

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

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

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.

Bob2245
Participant | Diamond Partner

Yes, it's silly that the two Refine by options are mutually exclusive.

 

I'm trying to create criteria like

"has visited the pricing page at least 2 times in the last 30 days" 

 

Use cases

  • Decaying lead score criteria based on amount of clicks, page views, etc. within a certain time frame (1 pricing page view in the last 30 days means nothing. 2+ times within a month however...)
  • Trigger a workflow based on web behaviour. Same pricing page example: 3+ pricing page views within a week triggers an email & notification to sales. Can't build this trigger as it stands right now.
AngusMcDonald
Member | Partner

Absolutely agree this is a big downfall currently.

All examples on this thread are relevant.