Lists, Lead Scoring & Workflows

rogerfarrow7
Member

Active Lists and meetings/next/last activity (new user and pointers much appreciated)

SOLVE

Hi
I'm trying to set upa booking system PoC, using Active Lists that email people to invite them to book a meeting, I've set up a meeting page, and some forms in Landing Pages and theyre working really nicely; Registration form>meeting booking, and a standalone meeting booking page to be added to the Active List emails.

1)  if they created a lead record (Register) more than 2 days ago without booking a meeting.

2) if they havent got a future meeting booked, their last meeting should be 2 days ago but their 'next activity' should be 'unknown, but the - in the next activity field may be throwing that off.

Im very new to Hubspot - any tips or hints of functionality that I should look 

 

I just cant seem to get these to work at all, any advice very gratefully recieved.

 

Thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Active Lists and meetings/next/last activity (new user and pointers much appreciated)

SOLVE

Hi @rogerfarrow7,

 

Can you try the list criteria below? (Replace 'Any form submission' with whatever form your contacts usually register on.)

 

active-list.png

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Active Lists and meetings/next/last activity (new user and pointers much appreciated)

SOLVE

Hi @rogerfarrow7,

 

Can you try the list criteria below? (Replace 'Any form submission' with whatever form your contacts usually register on.)

 

active-list.png

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
rogerfarrow7
Member

Active Lists and meetings/next/last activity (new user and pointers much appreciated)

SOLVE

Thank you Karsten, that was so helpful, I wouldnt have got to that combination of fields without your help and its looks like its working really well! 

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