Reporting & Analytics

rachelconsults
参加者

Time-based scoring report

解決

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

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Time-based scoring report

解決

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Time-based scoring report

解決

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!