Reporting & Analytics

Ben_356
Participant

Historical Data on Latest Source Property

SOLVE

Hey HubSpot Community, 
I am trying to create a report that shows those contacts who've become Marketing Qualified Leads after about 30 days after they've had an engagement with any one of our marketing emails. The properties that we are considering are lifecycle stage and latest source. Generally, there are some contacts that currently show thier latest source as paid, direct etc. However, in the details section, we can see that they have engaged with our marketing emails previously. I understand that HubSpot does not have the historical data reporting capabilities, however, what would be a workaround to acheive this report?
In Summary - I'm looking to create a report of those contacts that have had previously engaged with marketing emails (latest source = Email Marketing) but now have changed because they engaged with some other channels (Paid, Ads).
Thank you for your time. 

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1 Accepted solution
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Historical Data on Latest Source Property

SOLVE

Hi @Ben_356 would a list combining the criteria below and the lifecyclestage work?

 

CateDuarte_0-1727788848253.png

 

You can also maybe play around with the "has been upadate after property x".

 

TY, 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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1 Reply 1
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Historical Data on Latest Source Property

SOLVE

Hi @Ben_356 would a list combining the criteria below and the lifecyclestage work?

 

CateDuarte_0-1727788848253.png

 

You can also maybe play around with the "has been upadate after property x".

 

TY, 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
0 Upvotes