Count Sales Emails openings for a contact
Jan 9, 2019 4:08 AM
Here is my trick for getting a custom contact property with the number of Sales email openings / Sales email clicks by contact, as it's not available yet either in the UX or the API.
I've had this talk with several people, and I believe I saw a post somewhere with folks asking about this topic, but can't find it at the moment. (Feel free to ref this post if you come across it). It is SUPER SIMPLE and extremely useful, so here are my two cents to make your hubspot contact management even better.
1. Create a custom contact property of type Number.
2. Create a contact workflow, with the trigger "Last Sales Email opening date" is known
3. Action : add 1 to the custom contact property.
You can do the exact same with "Last click in a sales email date".
Basically, the "is known" trigger will activate every time the property changes, so what this does is count the different email opening timestamps.
It works like a charm, starting from the moment when you implement it. So I'd advise doing it ASAP in order to make the most of it.
I haven't yet found a way to count the openings for the backlog, but if you're planning to import new contacts for the year, do yourself a favor, it's amazingly useful for mkg/sales MRR attribution, contact priorization and basically, Sales scoring.
I'll do another post with my best practices regarding this.
Let me know what you think (especially if you find a way to count ALL values for "Last email opening date"...) and happy new year!