Lists, Lead Scoring & Workflows

RBirchall
Membre

Workflow - Time of last session

Résolue

Hello,

 

I'm trying to setup a workflow

I'd like to be notified when a visitor return to the website for the first time after being away for 30+ days.... I feel like this is a simple answer but for the life of me can't work it out.

 

Thank you.

 

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflow - Time of last session

Résolue

Hi @RBirchall,

 

This is unfortunately a bit more complicated than it should be, as HubSpot stores only the latest value in a property. The approach here would require an additional custom date property, see this workflow draft:

 

karstenkoehler_0-1632900620967.png

 

I haven't tested this so there's a chance this doesn't work as expected:

 

Re-enrollment makes sure this workflow is triggered for every new session

If/then branch checks whether last session is more than 30 days ago

If yes, the notification will be sent

In any case, the new session will be logged to the date property, effectively resetting the 30 day counter

 

@webdew, your workflow would send a notification regardless of whether there has been a new session or not.

 

Hope this helps, @RBirchall!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Réponses
webdew
Guide | Partenaire solutions Diamond
Guide | Partenaire solutions Diamond

Workflow - Time of last session

Résolue

Hi @RBirchall ,

Try this contact based workflow: https://prnt.sc/1u21ddd

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflow - Time of last session

Résolue

Hi @RBirchall,

 

This is unfortunately a bit more complicated than it should be, as HubSpot stores only the latest value in a property. The approach here would require an additional custom date property, see this workflow draft:

 

karstenkoehler_0-1632900620967.png

 

I haven't tested this so there's a chance this doesn't work as expected:

 

Re-enrollment makes sure this workflow is triggered for every new session

If/then branch checks whether last session is more than 30 days ago

If yes, the notification will be sent

In any case, the new session will be logged to the date property, effectively resetting the 30 day counter

 

@webdew, your workflow would send a notification regardless of whether there has been a new session or not.

 

Hope this helps, @RBirchall!

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.

webdew
Guide | Partenaire solutions Diamond
Guide | Partenaire solutions Diamond

Workflow - Time of last session

Résolue

Hi @karstenkoehler , thanks, will check this out at my end.

0 Votes