Time-based scoring report

[rachelconsults]

Hi,

I'm trying to program a report to go to a client weekly of all contacts that have reached a score threshold ***within the past week***. Can you please help me figure out which date field I can use to do this? I would like to use the "Added to List Date" field to do this, but I can't seem to call that field into a report!

Thanks!

Rachel

[karstenkoehler · Accepted solution]

Hi @rachelconsults,

This would require a custom date property and a contact workflow. You would enroll contacts when they meet the score threshold, then use the 'Set property value' workflow action to set the date property to the current date. You can then use the date property to filter and build lists.

Let me know if you have any followup questions!