I'm trying to create a lead score for different marekting activities that is also time restricted.
Example: Webinar Score is based on number of webinar registrations in the last 6 months. i.e. 1 = 1 webinar registered, 2 = 2 webinar registered, etc.
I can pretty easily do score = 1 if webinar form fill is exactly 1, OR I can do score = 1 if webianr form fill is in the last 24 weeks, but I can't do both.
Is there a way I can do this? Maybe requires a new field to capture? I can't wrap my head around it.
Where exactly and how exactly do you store information about webinar registrations? If this is a contact property, then this will unfortunately not be possible.
If you're storing event attendance in a custom object, then this would be possible via a calculation property that counts the number of associated events where there is a registration documented and where the date is after [...].
Without a custom object, this won't be possible, as information stored on a contact is immediately "flattened". A single line text field, multiple checkboxes or a simple date property can't tell you how many webinars someone has attended in a given time range, unfortunately.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Just to come back to this, I ended up creating my own score outside of HubSpot's built in score. Using workflows and calculated fields, I've set up a "current month score" which builds based on webinars, email clicks, etc for the current month. Then at the end of each month, that gets copied into a "Last month score" field, and the current month gets reset. Doing this you can go back as many months as you want (maybe doing a 6 month rolling score), that shows more recent activity. It's a bit messy, but it seems to be working.
Hi @karstenkoehler , first of all thank you so much for the support!
Iam also really curious reagarding any options to create lead score criterias which are depicting the engamgent within a certain time frame from today.
As an example Iam tracking/using the filter type "Marketing emails opened is greater than or equal to X" + "Last marketing email open date is less than 90 days ago". Iam repeating this combination a several times so that contatcs that engage more score higher (I've provided a picture of this logic). My only issue here is that I'd much rather like to track if a contact opend one or more marketing emails in within the last 90 days and I dont want to score
So my issue is that right now Iam counting all the engamgent (opened marketing mails) over the whole timespan since the contact is in the system instead of a timespan X from now. Basically Iam looking for a way to exclude activites which are older than 90 days. I hope you understand my issue?
Where exactly and how exactly do you store information about webinar registrations? If this is a contact property, then this will unfortunately not be possible.
If you're storing event attendance in a custom object, then this would be possible via a calculation property that counts the number of associated events where there is a registration documented and where the date is after [...].
Without a custom object, this won't be possible, as information stored on a contact is immediately "flattened". A single line text field, multiple checkboxes or a simple date property can't tell you how many webinars someone has attended in a given time range, unfortunately.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer