Cross referencing reports regarding "un-engaged contacts".

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Hi guys,

So, I have been tasked with creating a few reports regarding un-engaged contacts. I have utilised the "un-engaged contacts" via the lack of email engagements, but was wondering if there is a way to cross-reference the report with contacts engaged with "activities/notes"?

For example, I have a number of contacts who don't regularly engage with the email content we send out, yet I engage with on a weekly basis through phone messages and face-to-face meetings.

 

Thanks in advance,

JB.

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Inbound Professor

Hi @JamesByrnes,

 

If you are using the HubSpot CRM, you should have access to the contact property last activity date, which will display the last time a note, call, sales email, meeting, or task was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.

 

One potential option would be to create a list of contacts who were 'unengaged' from email AND had not had an activity logged to their contact record in a select amount of days (through a rolling date filter). This would allow to see who is not engaging in emails or having notes, calls, etc. logged to their records.

 

Best,

Jorie

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Inbound Professor

Hi @JamesByrnes,

 

If you are using the HubSpot CRM, you should have access to the contact property last activity date, which will display the last time a note, call, sales email, meeting, or task was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.

 

One potential option would be to create a list of contacts who were 'unengaged' from email AND had not had an activity logged to their contact record in a select amount of days (through a rolling date filter). This would allow to see who is not engaging in emails or having notes, calls, etc. logged to their records.

 

Best,

Jorie