Lists, Lead Scoring & Workflows

estiger
Member

Identify All Existing Users Regardless of Source

SOLVE

We receive several contacts from events that don't provide a concrete opt-in, so we exclude those contacts from our messaging lists until we obtain opt-in.

I've found that some of these contacts are already part of our messaging lists, and we're actually removing them based on the trigger criteria. I need a way to identify the contacts who are already in our system prior to being enrolled in the workflow.

I haven't been able to find one contact property besides "create date" that will identify all existing contacts regardless of their source.

Create date doesn't work because it doesn't have a rolling date feature. I would need to manually update regularly. 

Does anyone know of a contact property that would identify all contacts and would update regularly?

 

-Evan

 

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1 Accepted solution
ConnorSlivensky
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Identify All Existing Users Regardless of Source

SOLVE

You may want to check out the lists tool. It's a weird quark of HubSpot, lists have more options and you may be able to find an option that works then use that list membership as a filter (inclusion or exclusion). I think there is a "created more than x days/weeks ago" that may help you there. 

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ConnorSlivensky
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Identify All Existing Users Regardless of Source

SOLVE

You may want to check out the lists tool. It's a weird quark of HubSpot, lists have more options and you may be able to find an option that works then use that list membership as a filter (inclusion or exclusion). I think there is a "created more than x days/weeks ago" that may help you there. 

0 Upvotes
estiger
Member

Identify All Existing Users Regardless of Source

SOLVE

Thanks Connor! I took a quick look at the lists tool. I don't see rolling date options for create date, but I'll look deeper. Maybe another property will have what I'm looking for in the lists tool.