There are so many ways to report on NEW customers in Hubspot, but what do you do when you want to track campaign results that include repeat customers along with new customers?
I tend to rely on workflows, with the goal set to monitor a particular sales condition. Any other approaches?
I can see the value on an easy way to report on repeat customers and currently on ideas.hubspot.com there is a post by another HubSpot customers requesting a similar feature. I have linked to that idea, here, and suggest that you take a look at it and comment on it.
Workflows and goal conditions is a great way to go about this because it does allow you to unenroll people when they meet certain criteria for the sale. I would recommend to taking a look at contact properties that you use for displaying repeat customers and you could build lists out based on those contact properties.
I can see the value on an easy way to report on repeat customers and currently on ideas.hubspot.com there is a post by another HubSpot customers requesting a similar feature. I have linked to that idea, here, and suggest that you take a look at it and comment on it.
Workflows and goal conditions is a great way to go about this because it does allow you to unenroll people when they meet certain criteria for the sale. I would recommend to taking a look at contact properties that you use for displaying repeat customers and you could build lists out based on those contact properties.
I hadn't seen that post on the Ideas form yet—glad to know there are at least a few others thinking about this issue. I just up-voted that one and I'll add a comment shortly.
I should elaborate a bit more on how I've been handing repeat customers: I'll have a contact property of "last purchase" that syncs up with our shopping cart to add the product code of the most recent purchase. Then I can build a list for a given product by looking if that contact property has ever contained the code I'm targetting.
That approach works well for workflow goal conditions and general list building, but I still wish I could do a Marketing Performance or Contact Lifecycle report where each stage could be defined by membership in a particular list. I'm hoping the custom reports tool will eventually get there.
