We do a lot of nurturing to our existing Hubspot DB and we see people that been there forever and may have already been assigned to sales in the past returning and re-engaged with us.
What's the best way to measure it or show it in a report?
This is somewhat variable based on how you measure original assignment and re-engagement. But a good starting point would be to create a contact report using:
Owner Assigned Date Filter: is last year (or quarter, or whatever makes sense to you)
Recent Deal Close Date: is next (quarter, month, or whatever makes sense to you)
If engagement doesn't relate to a specific deal, you could look at:
Last activity date
Last engagement date
To get accurate data, you may also need to apply filters or values for lifecycle stage, lead status, etc.
I hope this gets you started, but let me know if you want to hone in a bit more specifically. I am happy to help. 🙂
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
Both suggestions are valid, I wish there was a cleaner way to do it. Hubspot talks often about the value of nurturing, but it is not straightforward to measure it.
so, I do not actually have a direct report that would show us re engaged contacts. A good way might be creating reports or lists that use filters based on number of form submissions (ex: filter for >1 submission), create date before a certain period, or first conversion date before a certain period. Hope this makes sense.
Hope this helps!
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This is somewhat variable based on how you measure original assignment and re-engagement. But a good starting point would be to create a contact report using:
Owner Assigned Date Filter: is last year (or quarter, or whatever makes sense to you)
Recent Deal Close Date: is next (quarter, month, or whatever makes sense to you)
If engagement doesn't relate to a specific deal, you could look at:
Last activity date
Last engagement date
To get accurate data, you may also need to apply filters or values for lifecycle stage, lead status, etc.
I hope this gets you started, but let me know if you want to hone in a bit more specifically. I am happy to help. 🙂
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer