List of Email Subscriptions + entering date

StellaF
Member

Hi,

I would like to create a list where I can filter contacts who enrolled for a specific Email subsricption (in this case newsletter subsription) + plus filter the date the contacts entered the email subsription. 

Is this possible, and if yes, how?

 

Thanks a lot for some help!

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

Hi @StellaF,

 

This is not something that you can filter lists by out of the box, unfortunately. However, it looks like you're on a Professional subscription and you can create a date property which can automatically be filled with a contact-based workflow:

 

karstenkoehler_0-1660737260688.png

 

When you create such a workflow and turn it on, only enroll contacts who meet the trigger criteria form now on. Otherwise all existing contacts would get today's date.

 

Natively, I'm not aware of any way to populate this date property historically, unfortunately.

 

Another approach would be using form date filters in lists. This would require that your newsletter opt-in is equivalent to specific form submissions. You can create your list and filter for these form submissions (see the date filter in the bottom right corner).

 

karstenkoehler_1-1660737426732.png

 

Let me know if you have any follow-up questions!

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.

View solution in original post

2 Replies 2
Suzanneranner
Participant

would like to see opt in and opt out dates for each subscription and source of opt in/opt out (i.e. which form, email, etc). any ideas? 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @StellaF,

 

This is not something that you can filter lists by out of the box, unfortunately. However, it looks like you're on a Professional subscription and you can create a date property which can automatically be filled with a contact-based workflow:

 

karstenkoehler_0-1660737260688.png

 

When you create such a workflow and turn it on, only enroll contacts who meet the trigger criteria form now on. Otherwise all existing contacts would get today's date.

 

Natively, I'm not aware of any way to populate this date property historically, unfortunately.

 

Another approach would be using form date filters in lists. This would require that your newsletter opt-in is equivalent to specific form submissions. You can create your list and filter for these form submissions (see the date filter in the bottom right corner).

 

karstenkoehler_1-1660737426732.png

 

Let me know if you have any follow-up questions!

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.