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

SOLVE
HDanirwin
Member

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

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member | Partner

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
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Most Valuable Member | Partner

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
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post