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edachs
Participant

Creating a "last marketing interaction date" property based on other date properties already known

SOLVE

Hi!

I've been looking at these 5 separate date properties to determine when a contact's last marketing interaction was:

  • Date of last marketing email open
  • Time last seen
  • Last engagement date
  • Last activity date
  • Last session date

Instead of having to compare the five different dates to find the most recent, I'd love to create a workflow that checks these properties and outputs the most recent date in a new property - "last marketing interaction date". I'm struggling to find a workflow action that could do this, particularly the outputing of a variable date. 

Has anyone faced a similar use case or know of a way to do something like this? 

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

Creating a "last marketing interaction date" property based on other date properties already known

SOLVE

Hi @edachs,

 

If you want to build a workflow, it could be as easy as...

  1. Re-enrolling contacts when property 1 is known OR property 2 is known OR property 3 is known OR etc
  2. Using the Set property value action to set the value of a date property to the date of the step

Keep a few things in mind:

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
AVChrista
Contributor | Elite Partner
Contributor | Elite Partner

Creating a "last marketing interaction date" property based on other date properties already known

SOLVE

We have a need for this as well. We want to create a custom date property that will take ~5 existing property dates and choose the most recent date as the option.

We too are looking at marketing + sales activities to get a holistic view of prospect/customer reach within the past 365 days.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a "last marketing interaction date" property based on other date properties already known

SOLVE

Hi @edachs,

 

If you want to build a workflow, it could be as easy as...

  1. Re-enrolling contacts when property 1 is known OR property 2 is known OR property 3 is known OR etc
  2. Using the Set property value action to set the value of a date property to the date of the step

Keep a few things in mind:

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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