Workflow goals - refine by number of times and/since date

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Regular Contributor

In workflow goals: if I choose number of page views I can refine the date range or choose number of times. I want both.

 

How can I can create a workflow goal (or branch, or list) where the trigger is number of page views since a specific action?

 

The scenario is that during lead workflows I want heavy engagement by contacts (page views/downloads/email opens) to trigger new actions. However I can't use lead scoring as it is in use for other purposes. And there are lots of legacy leads with long histories. So I would like some way to do "since".

 

 

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Community Manager

Have you experimented with building lists that include and/or/time filter logic?

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New Contributor

Were you able to find a solution to this problem? I am running into the same thing and was trying to figure it out but having issues.


Thank you,


Jeff

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