Sep 11, 2020 11:39 AM
I could easily filter contacts who opened a Sales email or those who replied a Sales email, but I cannot filter something even more basic: contacts who have been contacted with a Sales Mail. Any clue how I can get that list? I cannot really find the right property to create such a list.
Oct 3, 2020 10:18 AM
Great solution... but I guess that I need to upgrade my plan ($$$) to get access to custom reports and really be able to generate cross-objet reports, isn't it?
Oct 3, 2020 12:39 PM
Sep 11, 2020 12:51 PM
Hi @Bernardamus ,
You can create an active list based on the following criteria:
Here's a quick video on my own portal on how to do it.
This article describes the types of filters: Use Activity filters in lists and custom reports
Hope this helps!
Sep 14, 2020 3:39 PM
Hey Thanks for the feedback and the cool video!
Anyhow I guess that your proposal refer to newsletters but it does not apply to "sales emails", I mean mails sent one-to-one to customers.
Anyhow I managed to create a VIEW in the contact list where the "last contacted" is KNOWN , I guess it is what I was looking for.
If you have other ideas or suggestions, you are welcome!
Sep 14, 2020 4:26 PM - edited Sep 14, 2020 5:01 PM
Thanks for getting back to me.
My proposal does not refer to marketing emails.
It refers to Sales 1 to 1 emails. As stated in this article: https://knowledge.hubspot.com/lists/use-the-activity-filter-in-lists
Hence, "email send status" should work with your list filtering.
Let me know if this helps!
Sep 15, 2020 7:17 AM
Maybe the problem is that I am sending most of my mails via Gmail directly with the Hubspot integration collecting data. So probably the status "sent" is not logged in that case. Probably if I sent 1-to-1 mails from the hubspot platform itself, it would work!
Sep 15, 2020 9:39 AM
Good point indeed @Bernardamus !
That filtering only applies for emails sent from the CRM and not the extension. I double-checked myself on my own portal.
However, the following filter does work using the Sales Chrome Extension, I did the following test:
I hope this helps,
Sep 18, 2020 12:45 PM
First of all thanks for your helpful feedback. The "email body is known" is a good rule definitely.
The only issue with that, is that I cannot really use lists as a way to filter data in Reports.
So I have this other workaround:
1) I create a new VIEW in Contacts with the rule "Last contacted is known"
Probably it includes also contacts via phone , meetings, etc. But since I don't do any call/meeting without a mail , then I think it can work.
2) As a result, if I create a Report I have the option to use "contact filters" corresponding to my custom VIEWs to get specific segments of data. I could not do something similar with Lists so far.... . Hope it helps and interested to know your feedback!
Sep 20, 2020 11:44 AM
Thanks for getting back to me.
Apologies, I didn't know that your end goal was to build a report, I though it was a list.
Althought your workaround works, please note that withing Reports, you can build a cross-object (contacts/activities) custom report, then go to filters > activities > and find the same "Email subject = is known"
a GIF video representing this below, let me know if you have any doubts: