Reporting: Number of contacts that have been reengaged in time period

[KBoyer1]

Hi all

I am looking for a way to report on the number of time a contact has enquired with us during a period. We would likely be doing monthly periods.

I would like this a total number, but then also broken down by source. We judge our advertising channels by the number of contacts they bring in, but we want to also use the number of times that someone has enquired with us total (whether new or existing) to ensure we are getting the full picture. Plus, remarketing and nurturing is a really big part of how we get someone to a sale.

[karstenkoehler · Accepted solution]

Hi @KBoyer1,

Happy to help here.

As a first step, that requires a simple automatoin and a date property - so that you can start measuring and documenting this. You would create a custom contact date property (e.g. "Recent enquiry date") and a workflow that enrolls contacts whenever they take an action that corresponds to an enquiry based on your definition. After enrolling, you would use the "Set property value" workflow action to set the value of the custom date property to the current date.

In this workflow, you would enable re-enrollment, so that the date is always overwritten with the latest touchpoint. Additionally, you could create another custom property, a number property, "Number of enquiries" and use the "Increate property value" workflow action to count up +1 every time they enquire.

Once this date property is being populated by the workflow, you can create a report and visualize the number of contacts over time. This could be done under Menu > Reporting > Reports > My reports > Create report > Single object > Contacts. Under Filters, change Create date to your custom date property and select the date range. Under Visualization, drag and drop your custom date property and Count of contacts into the Displaying area and then choose a vertical bar chart as a chart type.

Since the workflow only populates the date property when you switch it on, you'll only get this information from that point on, not historically.

Also, keep in mind that HubSpot cannot record a series of dates in a property. You can either record the first touchpoint or the last but it's not going to be possible to visualize all enquiries over time (multiple per contact) in a report. That's unfortunately not how HubSpot properties work.

To solve for this, you would have to evaluate creating a custom object for enquiries so that a one-to-many relationship becomes possible, as date properties enforce a one-to-one relationship.

Let me know if you have any follow-up questions!