HubSpot Ideas

Hawk-Steve

Extra refine filter conditions - Rolling date range

Context/Story

I have an email marketing campaign that gets sent out via a contact workflow, should enough time pass and the contact meets the criteria again in the future, they could re-enrol into the workflow and see the emails again.


What I want to do

For reporting/suppression purposes, I want to be able to create lists that look at the most recent email sends, not the first. To do this I want to look at the past X days email activity happened.

For example, contact was sent email

  • Marketing email activity: was sent Example email within the last 30 days
    AND
  • Marketing email activity: clicked Example CTA in Example email

 

Why I can't do it

While we do get options to refine filter conditions further into the list criteria, it's very limited and relies on static dates, not a rolling date range.

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Proposed solution

I want to see further options in the refine filter condition options. Rolling date ranges would be a great start. There are many other cases where this kind of refined filter would be helpful, I'd like to see it as a usable filter in workflows and the report builder, not just list building.

7 Replies
oauckland
Member

Agree, would be very useful. We use recurring emails a lot so want to be able to filter on those who have 'opened or clicked within past __ days period'.

JWienkamp
Participant

Really need this! It's actually possible to use rolling date ranges filter on Form submissions - so why not on received Marketing Emails? I dont see a proper workaround for this at the moment 😞

MagdaPrichodko
Participant

Absolutely!!! I'm surprised the rolling range is not available as for other properties....

EKato
Member

100%. Having a rolling date option would be amazing and gives flexibility how we design our workflow and sends emails. 

CHawkins
Top Contributor

Running into this same issue.

If you are using campaigns, I think the campaign influence filter could be a viable workaround...

Screenshot 2024-01-26 at 8.07.24 AM.png

christa
Contributor

A use case where we ran into this limitation is that we want to put the parameter on a specific email, not a campaign or all marketing emails.

Example:

In an If/Then branch of a workflow. IF a person received the specific marketing email called 'Action Based | A' less than one day ago, we want to delay sending the email 'Action Based | B' until the next day. Currently, we cannot refine the marketing email criteria to take this 'less than 1 day ago' into account on the specific email of interest. We are only given date range options when looking at marketing email refinement criteria. The date range option is limiting for evergreen initiatives like in a workflow that will have ongoing enrollments and send date considerations.

Hyroxware
Contributor

I am wanting to have a report run between the 8th and 7th of the next month. But I then want this to roll on every month?