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HDanirwin
Member

Identify accounts that haven't been called in the last week?

SOLVE

Hi Folks

 

I'm trying to find a way to identify customers that opened or clicked on an email in the last week but haven't been called in the last week. Any suggestion on how to do this?

 

Support keeps giving me wonky answers that don't actually solve the problem. 

 

Thanks! 

 

Dan

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

Identify accounts that haven't been called in the last week?

SOLVE

Hi @HDanirwin,

 

You can create a list or filtered view using these default contact properties:

 

Last marketing email send date is less than 7 days ago

(or Last marketing email open date is less than 7 days ago)

(or Last marketing email open date is less than 7 days ago)

+

Last contacted is more than 7 days ago

 

You can find a full list of default properties and definitions here: https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 

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.

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Identify accounts that haven't been called in the last week?

SOLVE

Hi @HDanirwin,

 

You can create a list or filtered view using these default contact properties:

 

Last marketing email send date is less than 7 days ago

(or Last marketing email open date is less than 7 days ago)

(or Last marketing email open date is less than 7 days ago)

+

Last contacted is more than 7 days ago

 

You can find a full list of default properties and definitions here: https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 

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.