Date added to a list

kwidrick
Participant

I would love the ability to have an active list condition "joined X active list on/after X date." The use case is this: I have 5 different ways that people can funnel into ONE list, and so each of those ways is its own condition.

 

However, I can't then run a report of how many people were added to that list -- from all methods -- after a certain date, so I can't see how many new leads have joined each month, each quarter, etc.

 

I would love to have this so I can more easily report on our new lead generation efforts at given benchmarks!

7 Replies 7
JenBerenguer
HubSpot Employee

@kwidrick, Won't the list reports help you?

You should be able to see leads added to those certain lists overtime (if you go to your list>Actions>View list performance) and filter by date.

kwidrick
Participant

Thanks! I just tried that, and it does show me the leads, but as far as I can tell, I have to do the math manually (correct?). I can see, for example, that when I use a custom date range, I started with 9,224 contacts and now have 9,302. That would show 78 net new leads, I t think?

 

But that doesn't show the number, without me calculating it. It also doesn't seem to match the workaround list I have (where I set up conditions for each of the five funnels that send people to the main list, and date-restricted that by the date they filled out the form/entered the workflow). These are not NEW contacts -- they're already on our list -- but they are new to the list, which seems to make it a bit trickier.

ALevesque2
Participant

@JenBerenguer is there a way to recreate this same visual in the reports function so I can add it to a dashboard instead of having to look at it inside the list function each time?

0 Upvotes
JenBerenguer
HubSpot Employee

I don't think so, however, if that's something you need, I'd think about the purpose of the list and see how you could maybe use a property instead. 

Say you have a list for all you leads, and you were looking at the list performance to see the increase of leads overtime. We have that property in the lifecycle stages that would help you track that and would give you more reporting flexibility. And even if you don't have the property by default, you can always create your own (depending on your HubSpot subscription) and report on them in the same way.

ALevesque2
Participant

No this is because of the same issue mentioned already on this page. The list has multiple entry points - a field doesn't make sense. Consider that the multiple entry points are all channels or all different forms that I want to land in the same category (the list). Maybe I don't care as much about the individual different form or channel growth, but I do want to see the bigger category (list) growth over time. It's strange to me that I can see it at a performance level but that I wouldn't be able to see it in a report.

0 Upvotes
morganmcgee
Contributor

We need the ability to see when a contact was added to a list as well. There's an advanced property called "added to list date," but you can only see it when you export the list. I want to be able to see it on the screen and be able to sort by it, rather than exporting.

esteeratliff
Participant

This was exactly what I came searching for. I need to be able to see when a contact was added to a list as well. Right now, that property is only available when you export the list; You can't see that "join" date when reporting in HubSpot though! 

 

"date added" available during export"date added" available during export"date added" not available as a normal column or in reports"date added" not available as a normal column or in reports

0 Upvotes