Lists, Lead Scoring & Workflows

RBirchall
Mitglied

Workflow - Time of last session

lösung

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.

 

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Workflow - Time of last session

lösung

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.

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
webdew
Ratgeber/-in | Diamond Partner
Ratgeber/-in | Diamond Partner

Workflow - Time of last session

lösung

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 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Workflow - Time of last session

lösung

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
Ratgeber/-in | Diamond Partner
Ratgeber/-in | Diamond Partner

Workflow - Time of last session

lösung

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

0 Upvotes