Sequence/listing and active list filtering

SOLVE
SandraVermet
Member

Hello everyone,

 

Hope you are doing good!

I would like to create a sequence with customers who haven`t ordered new products in the last 60 days. In order to contact them, see whats going on, etc. 

 

I am new to hubspot so here is what I've been doing :

1) I had a look at sequence but as I have to select clients manually, not so good.

2) Having a look at Lists to create a list of clients who haven't created a new Deal in the last 60 days. 

So I have put myself as owner name + Create date of Deals before 01/07/2020. However it says "At least one associated Deal has" create date .... I would like to have "associated deals ONLY" create date before 01/07/2020. Indeed, the issue with "At least one associated Deal" is that a client might have created at least one deal before 01/07/2020, but also others after that date... 

 

Could you please help me figure out how to filter this please? Ive been going on forums, videos etc. but can't seem to find the right info and also updated to 2020 (many articles are from 2015 etc). 

 

Thank you so much and have a good one!

Best,

Sandra

0 Upvotes
1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Thank you for tagging me, @natsumimori, and hello @SandraVermet!

 

You could create an active list "Contacts with deals created after 30/06/2020" (filter for contacts with the deal "Create date" after 30/06/2020). You would then suppress contacts who are a member of this list in your original list, "Contacts who are not associated with a deal after 30/06/2020".

 

The criteria of your original list would be:

- Contact owner = Sandra Vermet

- Deal create date = before 01/07/2020

- Contact is not member of list "Contacts with deals created after 30/06/2020"

 

... effectively filtering out all contacts who have both a deal before and after those dates and only leaving the ones with a deal create date before.

 

I'm not aware of any ways to use rolling date ranges for this, e.g. "within the last 60 days", so you might have to update the date fields in the active list whenever you're working with it.

 

Let me know if that helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
natsumimori
Community Manager

Hi @SandraVermet ,

 

Thanks for sharing your query in the Community.

I wanted to tag in some top Community contributors here: @EmmaWashington and @karstenkoehler , could you share your advice for @SandraVermet ?

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Thank you for tagging me, @natsumimori, and hello @SandraVermet!

 

You could create an active list "Contacts with deals created after 30/06/2020" (filter for contacts with the deal "Create date" after 30/06/2020). You would then suppress contacts who are a member of this list in your original list, "Contacts who are not associated with a deal after 30/06/2020".

 

The criteria of your original list would be:

- Contact owner = Sandra Vermet

- Deal create date = before 01/07/2020

- Contact is not member of list "Contacts with deals created after 30/06/2020"

 

... effectively filtering out all contacts who have both a deal before and after those dates and only leaving the ones with a deal create date before.

 

I'm not aware of any ways to use rolling date ranges for this, e.g. "within the last 60 days", so you might have to update the date fields in the active list whenever you're working with it.

 

Let me know if that helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post