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HDanirwin
Membre

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

Résolue

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

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

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

Résolue

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
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.

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

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

Résolue

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
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.