Lists, Lead Scoring & Workflows

DanielRostenne
Member | Partner
Member | Partner

Is '5 Marketing Clicks in the last 30 days' possible in a workflow?

SOLVE

I know that a workflow can include if a contact has 5 or more total marketing clicks  - and the most recent marketing click was in the last 30 days.  However, it would be more valuable to identify contacts that have 5 marketing email clicks ALL  in the last 30 days.  Is there any way to create a workflow that includes that logic? 

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Is '5 Marketing Clicks in the last 30 days' possible in a workflow?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

>>"Is '5 Marketing Clicks in the last 30 days' possible in a workflow?"

 

Not exactly.

 

You can achieve your goal precisely if all of your target marketing emails contain the same email CTA. (not recommended for analytics purposes)
- see image

mfjlabs-screenshot-hubspot-Marketing-Email-CTAs-Clicked-greater-or-equal-5-Within-30-Days-Lists-20191108.png

 

 

Otherwise, you can come close to your goal using the following list criteria, then using that list membership as enrollment criteria for your workflow(s).
- see image

mfjlabs-screenshot-hubspot-Marketing-Emails-Clicked-greater-or-equal-5-Within-180-Days-Lists-20191108.png

 

Note: Tightening the criteria from 180 to 90 days typically yields far fewer results, but with much greater engagement value.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

1 Reply 1
MFrankJohnson
Solution
Thought Leader

Is '5 Marketing Clicks in the last 30 days' possible in a workflow?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

>>"Is '5 Marketing Clicks in the last 30 days' possible in a workflow?"

 

Not exactly.

 

You can achieve your goal precisely if all of your target marketing emails contain the same email CTA. (not recommended for analytics purposes)
- see image

mfjlabs-screenshot-hubspot-Marketing-Email-CTAs-Clicked-greater-or-equal-5-Within-30-Days-Lists-20191108.png

 

 

Otherwise, you can come close to your goal using the following list criteria, then using that list membership as enrollment criteria for your workflow(s).
- see image

mfjlabs-screenshot-hubspot-Marketing-Emails-Clicked-greater-or-equal-5-Within-180-Days-Lists-20191108.png

 

Note: Tightening the criteria from 180 to 90 days typically yields far fewer results, but with much greater engagement value.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com