Workflow Marketing Email Activity Filter With Relative Time Constraint

[JoshuaW]

In a nurture stream workflow with a weekly enrollement that sends 1-3 dynamic marketing emails, I need to set branch with a path specific to if someone clicked the link in an email sent earlier in the workflow. I can add the "Marketing email activity" filter for "contact clicked a link in email" but I need to refine to is less than 7 days ago. Why is "is less than" and "is more than" options not allowed?

 

Issue is that someone could re-enroll and they could always qualify for the branch if they have clicked the link during a previous enrollment and not the current enrollment.

I thought to add another filter of "last marketing email click date" from the contact record, but that may not necessarily be a click from the emails in the workflow.

[Ben_M · Accepted solution]

Is the page you are trying to track from the click tracked by Hubspot? If so, I think you should be able to do clicked email link and then add a page view filter within {X} amount of days. 

Also Hubspot could use some updates on the filters and it's always worth dropping a post on the idea board as there are plenty of use cases for what you are looking for with more refinement options on filters. https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

[JoshuaW]

Hi Ben, thanks for the reply! The landing page is an e-commerce site that is not a HubSpot site, but we do have the tracking pixel on the site pages. I originally tried using pageview contains any of... in the last 7 days as the filter, but the tag is not consistantly recording a pageview from the click and I am unsure as to why. The initial run of the workflow counted 225 clicks on the dynamic link, but none of them had any pageview recorded on their record even though a few even made a purchase.

I've posted this as an idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Marketing-Email-Activity-Filter-With-Relativ.... Thanks for the suggestion.

[PamCotton]

Hey @JoshuaW, thank you for posting in our Community!

HubSpot workflows currently don't allow "is less than" or "is more than" filters for specific email activity relative to time, which is why this isn't available directly in your branch logic.

A workaround is creating a custom date property (e.g., "Last Workflow Email Click") and updating it dynamically when a contact clicks a link in one of the workflow emails. You can then use this property with relative time filters ("in the last 7 days") in your branch logic. While this requires additional setup, it ensures your workflow reflects recent engagement within the current enrollment. 

To our top experts, @Ben_M and @Chaofan any recommendations for @JoshuaW ?

Thank you,

Pam

[JoshuaW]

Thanks for the reply! I had been considering using a custom property with a timestamp, but was hoping a solution was available that would not need me to create one as this is a frequent need for us and creating a custom property for each workflow email could become cumbersome to scale. It does seem that may be the most reliable route to take at this moment though.