How to identify inactive contacts

[mzebib68]

Hi,

I'm pretty sure a couple of you have already tried this excerice buut how to identify in list people have no marketing activities & no sales activities since a specific date.... for example 2 years to check our compliance with GDPR.

Thanks for your help

Michael

[danmoyle · Accepted solution]

Hi @mzebib68. If you start with this list (it can be a static list if you want to see this just once) with a filter of Contact Properties = Recent sales email open date is before [date 2 years ago] like this:

From there. I'd add other "or" groups and sift through the different activity properties, contact properties, et al to find what you need. This should build you a good list. 

One note: Apple's privacy features may affect what you're building. 

[mzebib68]

thanks for your inputs @karstenkoehler & @danmoyle.

I'll try to segment my DB folling your suggestions, I'll come back to you with my feedback.

[karstenkoehler · Accepted solution]

Hi @mzebib68,

The properties I would use for this are:

• Recent conversion date: the date the contact last submitted a form.
• Time last seen: the last time and date the contact has viewed a page on your website. This is automatically set by HubSpot for each contact.
• Last marketing email open date: the date of the most recent email open for any marketing email.
• Recent sales email open date: the date of the last time that the contact opened a sales email. This property does not update for emails that were sent to more than one contact.
• Last contacted: the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. This is set automatically by HubSpot based on the latest date of the activities in the record. For example, the Last contacted property in the record will show yesterday's date when a user logs a call that occurred the day before.

For the last two, it depends on whether you only want to take into account activity by the contact or whether a contact has been worked by sales.

If you're creating a deletion list, you would have to chain these with the AND operator (Recent conversion date is before 2022/01/01 and Time last seen is before 2022/01/01 and...).

Hope this helps!

[ArnaudA]

Hi @karstenkoehler ,

Thanks for your really helpful solution. I'm digging up this topic as I am currently investigating the exact same need few years after, and have several questions:

• All your 5 above criterias needs to be validated if we chain them with an AND operator right?
• Besides, if a contact has no value for any of those 5 criterias, he will never be added to the list?

Regards,

Arnaud

[danmoyle · Accepted solution]

Hi @mzebib68. If you start with this list (it can be a static list if you want to see this just once) with a filter of Contact Properties = Recent sales email open date is before [date 2 years ago] like this:

From there. I'd add other "or" groups and sift through the different activity properties, contact properties, et al to find what you need. This should build you a good list. 

One note: Apple's privacy features may affect what you're building. 

[AKolb]

Honestly, I would go for:

• Recent conversion date is more than 730 days ago AND
• Time last seen is more than 730 days ago AND
• Last contacted is more than 730 days ago

For the 2 year option. Otherwise, your list expires over time...
Finally, I would leave out the open date because if it is not tracked, it can lead to problems (and the warning says it's not always tracked).